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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 %
VCM
426
Vivaldi Capital Management
Illinois
$206K
LFA
427
Lighthouse Financial Advisors
Maryland
$202K -$21.6K -350 -10%
HCP
428
Hexagon Capital Partners
Arkansas
$198K -$5K -81 -2%
RFA
429
Reilly Financial Advisors
California
$192K
SV
430
Sturgeon Ventures
United Kingdom
$182K
WFA
431
West Financial Advisors
Iowa
$171K +$171K +2,770 New
GWM
432
Geneos Wealth Management
Colorado
$171K +$170K +585,026 +28,552%
FFA
433
Founders Financial Alliance
North Carolina
$155K -$3.1K -50 -2%
SWM
434
Sugarloaf Wealth Management
Georgia
$143K -$53.9K -870 -27%
ICP
435
Interchange Capital Partners
Pennsylvania
$141K +$141K +2,288 New
Kayne Anderson Rudnick Investment Management
436
Kayne Anderson Rudnick Investment Management
California
$129K +$495 +8 +0.4%
AWM
437
Accel Wealth Management
Iowa
$129K +$129K +2,092 New
CWA
438
Clearview Wealth Advisors
Oregon
$113K +$113K +1,831 New
CCM
439
Covington Capital Management
California
$108K
LWM
440
Liberty Wealth Management
California
$106K +$731 +12 +0.7%
NSB
441
Norway Savings Bank
Maine
$105K +$105K +1,700 New
SIAP
442
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$99K
GCM
443
Gables Capital Management
Florida
$99K
EI
444
Ellevest Inc
New York
$93K +$93K +1,500 New
PB
445
Pinnacle Bancorp
Nebraska
$91K
BCM
446
Bourgeon Capital Management
Connecticut
$91K
FCH
447
Freestone Capital Holdings
Washington
$88.7K +$88.7K +1,435 New
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$88K
JCM
449
Jacobi Capital Management
Pennsylvania
$87K
BWP
450
Baldwin Wealth Partners
Massachusetts
$87K