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iShares 5-10 Year Investment Grade Corporate Bond ETF

518 hedge funds and large institutions have $7.51B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 132 increasing their positions, 244 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
-29
Holders Change %
-5.3%
% of All Funds
8.76%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
0.64%
New
47
Increased
132
Reduced
244
Closed
68
Calls
$228K
Puts
$550K
Net Calls
-$322K
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
426
Covington Capital Management
California
$78K
BCM
427
Bourgeon Capital Management
Connecticut
$75K
PB
428
Pinnacle Bancorp
Nebraska
$75K
GWM
429
Geneos Wealth Management
Colorado
$74K -$16.1K -315 -18%
SCA
430
Stonebridge Capital Advisors
Minnesota
$71K
KFS
431
Kelly Financial Services
Massachusetts
$70.3K +$70.3K +1,376 New
MFC
432
Mechanics Financial Corp
Ohio
$68K
COCM
433
Charter Oak Capital Management
New Hampshire
$61K -$5.61K -110 -8%
CFO
434
CVA Family Office
Colorado
$61K
PGAM
435
Princeton Global Asset Management
New Jersey
$60K
AFS
436
Annapolis Financial Services
Maryland
$58K -$958K -18,693 -94%
BWL
437
Bogart Wealth LLC
Virginia
$56K
HDIM
438
Hanson & Doremus Investment Management
Vermont
$55K
CFN
439
Cordasco Financial Network
Florida
$51K
TRCT
440
Tower Research Capital (TRC)
New York
$51K +$41.7K +817 +446%
PCM
441
Penserra Capital Management
California
$50K -$227K -4,504 -82%
CTC
442
Central Trust Company
Missouri
$50K
CSB
443
City State Bank
Iowa
$49K
BWP
444
Baldwin Wealth Partners
Massachusetts
$48K -$86.6K -1,696 -64%
SWM
445
SeaCrest Wealth Management
New York
$45K +$45K +874 New
FWM
446
Focused Wealth Management
New York
$43K -$553K -10,936 -93%
FMII
447
Farmers & Merchants Investments Inc
Nebraska
$43K
CWA
448
Clearview Wealth Advisors
Oregon
$43K +$257 +5 +0.6%
PTC
449
Private Trust Company
Ohio
$42K +$42K +820 New
CFB
450
Cullen/Frost Bankers
Texas
$39K