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iShares 5-10 Year Investment Grade Corporate Bond ETF

534 hedge funds and large institutions have $10.3B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 226 increasing their positions, 175 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
-14
Holders Change %
-2.55%
% of All Funds
7.74%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.59%
New
50
Increased
226
Reduced
175
Closed
54
Calls
$1.94M
Puts
Net Calls
+$1.94M
Net Calls Change
-$1.92M
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
251
Lineweaver Wealth Advisors
Ohio
$1.14M -$101K -1,966 -8%
SAS
252
Stelac Advisory Services
New York
$1.14M
VFPW
253
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.14M +$18.8K +364 +2%
DAS
254
Dynamic Advisor Solutions
Arizona
$1.13M +$461K +8,936 +69%
AWM
255
Adams Wealth Management
Utah
$1.11M +$46.1K +894 +4%
4WM
256
4J Wealth Management
Virginia
$1.1M -$106K -2,061 -9%
RL
257
Retireful LLC
Michigan
$1.1M +$207K +4,011 +23%
CAL
258
Capital Analysts LLC
Pennsylvania
$1.1M +$151K +2,928 +16%
PCA
259
Peddock Capital Advisors
Massachusetts
$1.09M -$2.58K -50 -0.2%
CSPIA
260
Cary Street Partners Investment Advisory
Virginia
$1.03M +$18.9K +366 +2%
AWM
261
Axxcess Wealth Management
California
$1.03M -$783K -15,173 -43%
DLCIG
262
D.L. Carlson Investment Group
New Hampshire
$1.03M -$13.6K -263 -1%
BCM
263
Boltwood Capital Management
California
$1.02M +$22.2K +430 +2%
AF
264
Advisornet Financial
Minnesota
$995K -$77.1K -1,494 -7%
SFS
265
Sowell Financial Services
Arkansas
$987K +$137K +2,645 +16%
CAPTRUST Financial Advisors
266
CAPTRUST Financial Advisors
North Carolina
$964K -$393K -7,612 -29%
DIA
267
Davidson Investment Advisors
Montana
$948K +$4.49K +87 +0.5%
WA
268
Wambolt & Associates
Colorado
$906K +$280K +5,482 +45%
WFAG
269
Wescott Financial Advisory Group
Pennsylvania
$904K -$5.68K -110 -0.6%
AWA
270
Archvest Wealth Advisors
California
$896K +$101K +1,979 +13%
BCM
271
Brookstone Capital Management
Illinois
$874K -$202K -3,916 -19%
MIFH
272
Migdal Insurance & Financial Holdings
Israel
$843K +$812K +15,738 +2,601%
NAM
273
NTV Asset Management
West Virginia
$841K -$92.9K -1,800 -10%
HPC
274
HM Payson & Co
Maine
$826K
KP
275
Keel Point
Alabama
$824K +$102K +1,970 +14%