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iShares 5-10 Year Investment Grade Corporate Bond ETF

386 hedge funds and large institutions have $4.98B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 131 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-9
Holders Change %
-2.28%
% of All Funds
8.86%
Holding in Top 10
37
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.5%
% of All Funds
0.85%
New
39
Increased
131
Reduced
146
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WF
301
Welch & Forbes
Massachusetts
$236K
CWM
302
Chesapeake Wealth Management
Virginia
$222K +$222K +4,150 New
CSA
303
Cottage Street Advisors
Massachusetts
$214K
IWM
304
IHT Wealth Management
Illinois
$203K +$7.07K +132 +4%
LFAS
305
Level Four Advisory Services
Texas
$203K +$203K +3,792 New
RFC
306
Regions Financial Corp
Alabama
$195K +$54K +1,010 +38%
OIA
307
Optimum Investment Advisors
Illinois
$180K +$180K +3,350 New
NEAM
308
New England Asset Management
Connecticut
$177K
Rockefeller Capital Management
309
Rockefeller Capital Management
New York
$175K +$175K +3,264 New
AWM
310
Avior Wealth Management
Nebraska
$158K +$14.5K +270 +10%
SWM
311
SeaCrest Wealth Management
New York
$155K
WWM
312
Wagner Wealth Management
South Carolina
$150K -$7.52K -140 -5%
RFA
313
Reilly Financial Advisors
California
$139K
SIS
314
Sound Income Strategies
Florida
$118K +$115K +2,146 +4,127%
CB
315
Community Bank
New York
$115K
JCM
316
Jacobi Capital Management
Pennsylvania
$110K
WF
317
WealthTrust Fairport
Ohio
$109K +$109K +2,024 New
CCM
318
Covington Capital Management
California
$106K
HDIM
319
Hanson & Doremus Investment Management
Vermont
$99K
FCAG
320
First Capital Advisors Group
New Jersey
$99K +$99K +1,846 New
SIAP
321
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$86K
GCM
322
Gables Capital Management
Florida
$86K +$86K +1,596 New
AIM
323
Anchor Investment Management
South Carolina
$82.9K
FWM
324
Focused Wealth Management
New York
$82K +$215 +4 +0.3%
CPIG
325
Chicago Partners Investment Group
Illinois
$75K +$75K +1,398 New