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iShares 5-10 Year Investment Grade Corporate Bond ETF

504 hedge funds and large institutions have $10.2B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 146 increasing their positions, 198 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
+20
Holders Change %
+4.13%
% of All Funds
8.13%
Holding in Top 10
43
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.16%
% of All Funds
0.69%
New
87
Increased
146
Reduced
198
Closed
60
Calls
$1.54M
Puts
$728K
Net Calls
+$812K
Net Calls Change
+$43K
Name Holding Trade Value Shares
Change
Shares
Change %
HIS
326
Horizon Investment Services
Indiana
$384K -$131K -2,641 -25%
RW
327
Rede Wealth
Virginia
$383K -$77.3K -1,562 -17%
LF
328
Lee Financial
Texas
$381K
TFS
329
TrustCore Financial Services
Tennessee
$380K +$53.6K +1,082 +16%
CAPTRUST Financial Advisors
330
CAPTRUST Financial Advisors
North Carolina
$378K -$52.8K -1,067 -12%
EW
331
Enzi Wealth
Texas
$376K -$6.86K -133 -2%
FWP
332
Falcon Wealth Planning
California
$375K -$19.3K -390 -5%
WS
333
Wedbush Securities
California
$375K +$7.93K +160 +2%
AIM
334
Aspen Investment Management
Michigan
$374K -$3.71K -75 -1%
SXL
335
Summit X LLC
Missouri
$365K +$365K +7,149 New
FA
336
FC Advisory
Pennsylvania
$363K +$76K +1,535 +26%
CC
337
Courier Capital
New York
$363K -$97.5K -1,970 -21%
FFG
338
Fullen Financial Group
Ohio
$360K +$2.99K +58 +0.8%
PA
339
Parkside Advisors
California
$357K +$357K +7,213 New
MIH
340
Meitav Investment House
Israel
$356K -$112K -2,259 -24%
PFS
341
Prospera Financial Services
Texas
$353K +$33.1K +668 +10%
SCG
342
Sonata Capital Group
Washington
$352K
FCA
343
Fortis Capital Advisors
Kansas
$351K +$351K +7,080 New
PA
344
PFG Advisors
Arizona
$350K +$5.74K +116 +2%
WA
345
Waverly Advisors
Alabama
$345K +$126K +2,550 +58%
PWW
346
Pettyjohn Wood & White
Virginia
$336K -$7.42K -150 -2%
OMC
347
Old Mission Capital
Illinois
$328K -$712K -14,373 -68%
LFS
348
Lutz Financial Services
Nebraska
$328K +$328K +6,620 New
DAS
349
Dynamic Advisor Solutions
Arizona
$327K -$39.7K -802 -11%
TF
350
TimeScale Financial
Massachusetts
$318K