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iShares 5-10 Year Investment Grade Corporate Bond ETF

540 hedge funds and large institutions have $8.69B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 202 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+49
Holders Change %
+9.98%
% of All Funds
9.58%
Holding in Top 10
52
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.56%
% of All Funds
0.92%
New
91
Increased
202
Reduced
146
Closed
37
Calls
$162M
Puts
Net Calls
+$162M
Net Calls Change
+$1.66M
Name Holding Trade Value Shares
Change
Shares
Change %
MP
351
McDonald Partners
Ohio
$415K +$415K +6,712 New
SFS
352
Sowell Financial Services
Arkansas
$412K +$43.1K +698 +12%
CAPTRUST Financial Advisors
353
CAPTRUST Financial Advisors
North Carolina
$407K -$371 -6 -0.1%
WIA
354
Westbourne Investment Advisors
Maryland
$398K -$43.3K -700 -10%
SWA
355
Stratos Wealth Advisors
Ohio
$388K -$39.6K -642 -9%
WS
356
Wedbush Securities
California
$382K +$679 +11 +0.2%
WF
357
Welch & Forbes
Massachusetts
$379K +$24.7K +400 +7%
EAMA
358
EFG Asset Management (Americas)
Florida
$377K
CB
359
Community Bank
New York
$372K +$27.7K +450 +8%
OPWM
360
Oxinas Partners Wealth Management
Indiana
$370K +$370K +5,981 New
JAG
361
Journey Advisory Group
Kentucky
$366K +$366K +5,925 New
VWM
362
Vigilare Wealth Management
Arizona
$364K -$3.65K -59 -1%
HCA
363
Heck Capital Advisors
Wisconsin
$361K -$1.05K -17 -0.3%
EWA
364
EP Wealth Advisors
California
$356K -$37.4K -605 -9%
GRP
365
Global Retirement Partners
California
$353K +$16.4K +266 +5%
BHB
366
Bank Hapoalim BM
Israel
$350K -$286
JLBC
367
J.L. Bainbridge & Co
Florida
$348K
V
368
Veritable
Delaware
$346K
Fidelity Investments
369
Fidelity Investments
Massachusetts
$346K +$201K +3,257 +139%
WP
370
WealthSource Partners
California
$346K +$346K +5,594 New
ClearBridge Investments
371
ClearBridge Investments
New York
$340K -$8.21K -133 -2%
HFS
372
Haverford Financial Services
Pennsylvania
$338K
BCV
373
Banque Cantonale Vaudoise
Switzerland
$337K
RIG
374
RiverFront Investment Group
Virginia
$335K +$335K +5,414 New
BWCS
375
Beirne Wealth Consulting Services
Connecticut
$328K +$19.7K +318 +6%