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iShares 5-10 Year Investment Grade Corporate Bond ETF

515 hedge funds and large institutions have $8.82B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 195 increasing their positions, 177 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
-7
Holders Change %
-1.34%
% of All Funds
8.21%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
0.65%
New
58
Increased
195
Reduced
177
Closed
54
Calls
$1.53M
Puts
$63K
Net Calls
+$1.47M
Net Calls Change
+$523K
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
276
Sawgrass Asset Management
Florida
$652K
BFA
277
Bragg Financial Advisors
North Carolina
$648K -$23.8K -490 -4%
ATC
278
Argent Trust Co
Tennessee
$646K -$32.6K -671 -5%
BFEC
279
Benjamin F. Edwards & Company
Missouri
$645K +$24.4K +502 +4%
CFAM
280
Center For Asset Management
Florida
$643K -$4.57K -94 -0.7%
WPC
281
White Pine Capital
Minnesota
$635K -$36.7K -754 -5%
CM
282
Columbus Macro
Pennsylvania
$634K -$138K -2,845 -18%
Natixis Advisors
283
Natixis Advisors
Massachusetts
$627K +$627K +12,883 New
BCA
284
Bray Capital Advisors
Florida
$614K -$2.04M -41,900 -77%
PWMG
285
Provence Wealth Management Group
California
$612K +$315K +6,479 +106%
Fisher Asset Management
286
Fisher Asset Management
Washington
$612K -$188K -3,857 -23%
HPM
287
Hoxton Planning & Management
West Virginia
$606K -$1.9K -39 -0.3%
OWA
288
Outlook Wealth Advisors
Texas
$592K -$6.42K -132 -1%
PA
289
Probity Advisors
Texas
$586K -$49 -1 -0%
Pictet Asset Management
290
Pictet Asset Management
Switzerland
$584K +$584K +12,000 New
TD Asset Management
291
TD Asset Management
Ontario, Canada
$584K +$584K +12,000 New
WWM
292
Western Wealth Management
Colorado
$583K +$166K +3,415 +40%
EWA
293
Evolution Wealth Advisors
Florida
$581K -$2.43K -50 -0.4%
HA
294
Herold Advisors
New York
$570K +$130K +2,669 +30%
BFM
295
Boothbay Fund Management
New York
$570K +$570K +11,710 New
CL
296
Choreo LLC
Illinois
$556K +$24.8K +510 +5%
KBC
297
Key Bridge Compliance
$546K +$546K +11,232 New
SB
298
Simmons Bank
Arkansas
$545K
VNIM
299
Vaughan Nelson Investment Management
Texas
$544K
EIG
300
Ellenbecker Investment Group
Wisconsin
$522K +$5.16K +106 +1%