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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 %
TFA
326
Transamerica Financial Advisors
Florida
$71K -$105K -1,942 -60%
CFN
327
Cordasco Financial Network
Florida
$69K
AF
328
Advisornet Financial
Minnesota
$63K +$62.7K +1,164 +19,400%
MPPLM
329
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$61K +$4.71K +88 +8%
FGC
330
Financial Gravity Companies
Texas
$56K +$7.27K +136 +15%
FGAM
331
Financial Gravity Asset Management
Texas
$56K +$56K +1,048 New
MSA
332
Marino Stram & Associates
Massachusetts
$55K +$214 +4 +0.4%
BWA
333
BDO Wealth Advisors
Florida
$54K -$13K -240 -19%
IBOK
334
Independence Bank of Kentucky
Kentucky
$53K
SWA
335
Sutton Wealth Advisors
Florida
$52K +$52K +970 New
BWA
336
Burt Wealth Advisors
Maryland
$52K
AWM
337
AllSquare Wealth Management
New York
$50K
UBS AM
338
UBS AM
Illinois
$47.5K -$34.3K -640 -42%
GI
339
Gradient Investments
Minnesota
$43K +$43K +802 New
MRCM
340
M&R Capital Management
New Jersey
$42K
CCA
341
Clearwater Capital Advisors
Illinois
$40K +$40K +746 New
WAM
342
Wealthspire Advisors (Maryland)
Maryland
$38K -$27.1K -500 -42%
PA
343
Parallel Advisors
California
$38K
BFEC
344
Benjamin F. Edwards & Company
Missouri
$36K -$2.01M -37,382 -98%
VFA
345
Valeo Financial Advisors
Indiana
$34K
SMA
346
Simply Money Advisors
Ohio
$33K -$75.4M -1,388,564 -100%
JAM
347
JCIC Asset Management
Ontario, Canada
$33K +$33K +620 New
WPA
348
West Paces Advisors
Georgia
$31.3K
ML
349
McAdam LLC
Pennsylvania
$28K +$28K +518 New
AF
350
Allworth Financial
California
$26K