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iShares 5-10 Year Investment Grade Corporate Bond ETF

409 hedge funds and large institutions have $5.21B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 168 increasing their positions, 116 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
409
Holders Change
+14
Holders Change %
+3.54%
% of All Funds
8.9%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.72%
New
52
Increased
168
Reduced
116
Closed
32
Calls
Puts
$228K
Net Calls
-$228K
Net Calls Change
+$103K
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
376
Benjamin F. Edwards & Company
Missouri
$27K +$57 +1 +0.2%
APA
377
American Portfolios Advisors
New York
$26.9K -$1.48K -26 -5%
CAL
378
Capital Analysts LLC
Pennsylvania
$24K -$10.3K -178 -30%
SFG
379
SevenBridge Financial Group
Pennsylvania
$24K
CI
380
CX Institutional
Indiana
$22K +$22K +381 New
Rockefeller Capital Management
381
Rockefeller Capital Management
New York
$20K +$20K +350 New
FGAM
382
Financial Gravity Asset Management
Texas
$19K -$23.2K -401 -55%
AIA
383
Armor Investment Advisors
North Carolina
$18K
OIA
384
Optimum Investment Advisors
Illinois
$17K
FPS
385
Fieldpoint Private Securities
Connecticut
$17K
DWM
386
Doyle Wealth Management
Florida
$14K +$14K +250 New
FDCDDQ
387
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.4K
DAM
388
Delta Asset Management
Tennessee
$12K
PA
389
Parallel Advisors
California
$12K +$112 +2 +0.9%
MWM
390
Mascoma Wealth Management
New Hampshire
$11K
LWANC
391
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K
TWA
392
TCI Wealth Advisors
Arizona
$11K +$4.82K +85 +78%
AIC
393
Archer Investment Corporation
Indiana
$10K
WCG
394
Weaver Consulting Group
California
$10K
BWA
395
BDO Wealth Advisors
Florida
$8K
UB
396
UMB Bank
Missouri
$7.37K -$11 -185 -0.1%
SQA
397
Simon Quick Advisors
New Jersey
$7.06K +$7.06K +124 New
PFBT
398
Parkside Financial Bank & Trust
Missouri
$7K
PO
399
Private Ocean
California
$7K
YWP
400
YorkBridge Wealth Partners
New York
$7K