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iShares 5-10 Year Investment Grade Corporate Bond ETF

312 hedge funds and large institutions have $4.96B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 144 increasing their positions, 94 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+4
Holders Change %
+1.3%
% of All Funds
8.34%
Holding in Top 10
38
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.15%
% of All Funds
1.02%
New
26
Increased
144
Reduced
94
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
276
Avior Wealth Management
Nebraska
$112K +$103K +1,848 +1,170%
HDIM
277
Hanson & Doremus Investment Management
Vermont
$103K -$10.1K -180 -9%
EDRS
278
Edmond de Rothschild (Suisse)
Switzerland
$100K
FWM
279
Focused Wealth Management
New York
$83K +$111 +2 +0.1%
SFG
280
SevenBridge Financial Group
Pennsylvania
$82K -$39.1K -708 -32%
PFBT
281
Parkside Financial Bank & Trust
Missouri
$77K +$32.6K +588 +73%
KKAMG
282
Kernodle & Katon Asset Management Group
Arkansas
$76K
LM
283
Legg Mason
Maryland
$71K +$71K +1,272 New
Mariner
284
Mariner
Kansas
$70K +$70K +1,250 New
AIM
285
Anchor Investment Management
South Carolina
$69.4K
PFO
286
Pathstone Family Office
New Jersey
$63K +$31.5K +560 +100%
BFEC
287
Benjamin F. Edwards & Company
Missouri
$59K
FNBT
288
FineMark National Bank & Trust
Florida
$57K -$29.6K -530 -34%
SNT
289
Security National Trust
West Virginia
$51K +$51K +912 New
AWM
290
AllSquare Wealth Management
New York
$49K
MRCM
291
M&R Capital Management
New Jersey
$44K
SEI Investments
292
SEI Investments
Pennsylvania
$40K +$32.5K +578 +431%
AF
293
Allworth Financial
California
$27K +$23K +418 +581%
BWA
294
Burt Wealth Advisors
Maryland
$26K
CCM
295
Cribstone Capital Management
Maine
$25K
AP
296
Atwood & Palmer
Missouri
$24K
SAM
297
Shamrock Asset Management
Texas
$23K +$3.71K +68 +19%
JFGIW
298
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$17K +$11.7K +210 +219%
CAL
300
Capital Advisors Ltd
Ohio
$16K +$7.72K +140 +93%