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iShares 5-10 Year Investment Grade Corporate Bond ETF

484 hedge funds and large institutions have $7.03B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 143 increasing their positions, 211 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-34
Holders Change %
-6.56%
% of All Funds
8.37%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.66%
New
41
Increased
143
Reduced
211
Closed
69
Calls
$1.24M
Puts
$473K
Net Calls
+$769K
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
376
Chandler Asset Management
California
$207K
JFL
377
Jarislowsky, Fraser Ltd
Quebec, Canada
$206K -$217K
JAG
378
Journey Advisory Group
Kentucky
$205K -$38.6K -800 -16%
HGERS
379
Householder Group Estate & Retirement Specialist
Arizona
$205K -$13.5K -280 -6%
SAM
380
S.A. Mason
Michigan
$204K
CWM
381
Campbell Wealth Management
Virginia
$201K -$10.8M -223,682 -98%
SW
382
SVB Wealth
Massachusetts
$201K
KA
383
Kovack Advisors
Florida
$201K +$145 +3 +0.1%
BCA
384
Bray Capital Advisors
Florida
$195K -$203K -4,200 -51%
AIP
385
Almanack Investment Partners
Pennsylvania
$195K +$195K +4,038 New
LWP
386
Lumature Wealth Partners
Georgia
$181K -$31K -641 -15%
NL
387
NEPC LLC
Massachusetts
$177K
HCP
388
Hexagon Capital Partners
Arkansas
$156K -$3.67K -76 -2%
SWM
389
Spire Wealth Management
Virginia
$154K -$333K -6,882 -68%
GWM
390
Geneos Wealth Management
Colorado
$149K +$79.4K +1,655 +114%
HS
391
Horan Securities
United States
$147K +$48 +1 +0%
TSWM
392
Tyler-Stone Wealth Management
Ohio
$137K +$580 +12 +0.4%
RPCA
393
Running Point Capital Advisors
California
$132K -$134K -2,773 -50%
ACK
394
Andrew C. Karlinski
$123K -$2.52K -52 -2%
SSG
395
Summit Securities Group
New York
$121K +$121K +2,499 +249,900%
MIFH
396
Migdal Insurance & Financial Holdings
Israel
$119K
TCM
397
TD Capital Management
Tennessee
$115K +$115K +2,380 New
Kayne Anderson Rudnick Investment Management
398
Kayne Anderson Rudnick Investment Management
California
$103K +$387 +8 +0.4%
PTC
399
Private Trust Company
Ohio
$95K +$55.5K +1,153 +141%
SBL
400
Sargent Bickham Lagudis
Colorado
$93K