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iShares 5-10 Year Investment Grade Corporate Bond ETF

486 hedge funds and large institutions have $7.66B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 151 increasing their positions, 180 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
-4
Holders Change %
-0.82%
% of All Funds
9.99%
Holding in Top 10
49
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.52%
% of All Funds
1.01%
New
71
Increased
151
Reduced
180
Closed
70
Calls
$144M
Puts
$4.06M
Net Calls
+$140M
Net Calls Change
-$2.93M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
401
Liberty Wealth Management
California
$104K -$1.98M -32,669 -95%
SIAP
402
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$96K
GCM
403
Gables Capital Management
Florida
$96K
BCM
404
Bourgeon Capital Management
Connecticut
$89K
PB
405
Pinnacle Bancorp
Nebraska
$89K +$85.5K +1,412 +2,434%
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$88K
LFASL
407
Lugano Financial Advisors SA (LFA)
Switzerland
$87K
JCM
408
Jacobi Capital Management
Pennsylvania
$85K -$36.1K -417 -30%
BWP
409
Baldwin Wealth Partners
Massachusetts
$85K
FHA
410
Flagship Harbor Advisors
Massachusetts
$85K
FANJ
411
Financial Architects (New Jersey)
New Jersey
$81K
JAM
412
JCIC Asset Management
Ontario, Canada
$79K
APA
413
American Portfolios Advisors
New York
$76.3K -$68.8K -1,139 -47%
CAL
414
Capital Analysts LLC
Pennsylvania
$76K -$69.6K -1,150 -48%
EDRH
415
Edmond de Rothschild Holding
Switzerland
$75K +$16.2K +270 +28%
AF
416
Advisornet Financial
Minnesota
$74K -$23.2K -384 -24%
CFO
417
CVA Family Office
Colorado
$72K
WCG
418
Weaver Consulting Group
California
$70K -$1.82K -30 -3%
VFA
419
Valeo Financial Advisors
Indiana
$69K +$45.9K +764 +198%
HDIM
420
Hanson & Doremus Investment Management
Vermont
$65K
RIM
421
Rockbridge Investment Management
New York
$63K +$63K +1,036 New
SL
422
Savior LLC
Massachusetts
$62K
CFN
423
Cordasco Financial Network
Florida
$60K
Simplex Trading
424
Simplex Trading
Illinois
$59K -$3.52K -59 -6%
BWA
425
Burt Wealth Advisors
Maryland
$59K