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iShares 5-10 Year Investment Grade Corporate Bond ETF

348 hedge funds and large institutions have $4.67B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 137 increasing their positions, 118 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+19
Holders Change %
+5.78%
% of All Funds
8.68%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.85%
New
40
Increased
137
Reduced
118
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
301
Global Retirement Partners
California
$119K +$21.3K +390 +22%
CB
302
Community Bank
New York
$118K
JCM
303
Jacobi Capital Management
Pennsylvania
$112K +$112K +2,050 New
HDIM
304
Hanson & Doremus Investment Management
Vermont
$100K
SQA
305
Simon Quick Advisors
New Jersey
$99K -$16.8K -308 -14%
Creative Planning
306
Creative Planning
Kansas
$91K -$97.4K -1,796 -52%
SIAP
307
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$87K
CFN
308
Cordasco Financial Network
Florida
$84K
FWM
309
Focused Wealth Management
New York
$82K +$109 +2 +0.1%
PFBT
310
Parkside Financial Bank & Trust
Missouri
$76K
KKAMG
311
Kernodle & Katon Asset Management Group
Arkansas
$74K
LM
312
Legg Mason
Maryland
$74K +$11.3K +206 +18%
SEI Investments
313
SEI Investments
Pennsylvania
$73K -$32.7K -598 -31%
AIM
314
Anchor Investment Management
South Carolina
$67.9K
BFEC
315
Benjamin F. Edwards & Company
Missouri
$60K +$1.2K +22 +2%
BWA
316
Burt Wealth Advisors
Maryland
$53K +$27.2K +500 +105%
AWM
317
AllSquare Wealth Management
New York
$48K
UBS AM
318
UBS AM
Illinois
$47.2K +$47.2K +866 New
SFG
319
SevenBridge Financial Group
Pennsylvania
$45K -$36.4K -664 -45%
MRCM
320
M&R Capital Management
New Jersey
$43K
AF
321
Allworth Financial
California
$40K +$6.36K +116 +19%
WPA
322
West Paces Advisors
Georgia
$31.8K
PFO
323
Pathstone Family Office
New Jersey
$31K +$31K +560 New
PFGIA
324
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$18.7K +348 +200%
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$28K +$20.5K +372 +274%