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iShares 5-10 Year Investment Grade Corporate Bond ETF

515 hedge funds and large institutions have $8.82B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 195 increasing their positions, 177 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
-7
Holders Change %
-1.34%
% of All Funds
8.21%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
0.65%
New
58
Increased
195
Reduced
177
Closed
54
Calls
$1.53M
Puts
$63K
Net Calls
+$1.47M
Net Calls Change
+$523K
Name Holding Trade Value Shares
Change
Shares
Change %
TSWM
426
Tyler-Stone Wealth Management
Ohio
$122K +$879 +18 +0.7%
BSWA
427
Bromfield Sneider Wealth Advisors
Massachusetts
$118K +$41.1K +845 +53%
PTC
428
Private Trust Company
Ohio
$106K +$20.5K +422 +24%
BFO
429
Biltmore Family Office
North Carolina
$106K
PAG
430
Paladin Advisory Group
Iowa
$105K +$20.6K +423 +24%
GWM
431
Geneos Wealth Management
Colorado
$93.5K -$63.6K -1,308 -40%
BA
432
Ballast Advisors
Minnesota
$79K +$79K +1,623 New
CB
433
CNB Bank
Pennsylvania
$75.3K +$75.3K +1,547 New
SOS
434
Silver Oak Securities
Tennessee
$73.6K +$73.6K +1,512 New
NRC
435
New Republic Capital
North Carolina
$72.4K
BCM
436
Bourgeon Capital Management
Connecticut
$71.5K
PB
437
Pinnacle Bancorp
Nebraska
$71.5K
SCA
438
Stonebridge Capital Advisors
Minnesota
$67.4K
BHWM
439
Beaird Harris Wealth Management
Texas
$65.7K
MFC
440
Mechanics Financial Corp
Ohio
$64.4K
EW
441
Element Wealth
Mississippi
$63.8K +$97 +2 +0.2%
CSB
442
City State Bank
Iowa
$60K
BCV
443
Banque Cantonale Vaudoise
Switzerland
$58K
BWS
444
Buck Wealth Strategies
Colorado
$58K +$58K +1,192 New
HDIM
445
Hanson & Doremus Investment Management
Vermont
$53K
SIS
446
Strategic Investment Solutions
Illinois
$44.9K +$44.9K +900 New
MIFH
447
Migdal Insurance & Financial Holdings
Israel
$44K
LFG
448
Larson Financial Group
Missouri
$42.9K -$49.5K -1,017 -54%
CCP
449
Carmel Capital Partners
California
$42.8K
EWM
450
EPG Wealth Management
Georgia
$42.6K -$8.91K -183 -17%