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iShares 5-10 Year Investment Grade Corporate Bond ETF

534 hedge funds and large institutions have $10.3B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 226 increasing their positions, 175 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
-14
Holders Change %
-2.55%
% of All Funds
7.74%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.59%
New
50
Increased
226
Reduced
175
Closed
54
Calls
$1.94M
Puts
Net Calls
+$1.94M
Net Calls Change
-$1.92M
Name Holding Trade Value Shares
Change
Shares
Change %
FF
426
Farrell Financial
New York
$211K +$211K +4,090 New
LFS
427
Lutz Financial Services
Nebraska
$210K -$44.1K -855 -17%
GWM
428
GDS Wealth Management
Texas
$207K -$15.3K -296 -7%
RFC
429
Regions Financial Corp
Alabama
$205K
PFBT
430
Parkside Financial Bank & Trust
Missouri
$203K +$5.93K +115 +3%
CCA
431
Clearwater Capital Advisors
Illinois
$200K -$619 -12 -0.3%
HNB
432
Huntington National Bank
Ohio
$194K -$218K
WB
433
Webster Bank
Connecticut
$186K
TCM
434
TD Capital Management
Tennessee
$174K +$26.6K +516 +18%
NP
435
NorthRock Partners
Minnesota
$173K -$20.8K -403 -11%
ITIM
436
Indiana Trust & Investment Management
Indiana
$169K
EWA
437
EverSource Wealth Advisors
Alabama
$167K -$10K -199 -6%
CB
438
CNB Bank
Pennsylvania
$167K +$87K +1,687 +109%
DZ Bank
439
DZ Bank
Germany
$165K
HGERS
440
Householder Group Estate & Retirement Specialist
Arizona
$134K -$9.75K -189 -7%
TSWM
441
Tyler-Stone Wealth Management
Ohio
$131K +$619 +12 +0.5%
NS
442
NBC Securities
Alabama
$129K -$20.5K -399 -14%
BSWA
443
Bromfield Sneider Wealth Advisors
Massachusetts
$125K
HDIM
444
Hanson & Doremus Investment Management
Vermont
$123K +$103 +2 +0.1%
PTC
445
Private Trust Company
Ohio
$118K -$3.46K -67 -3%
GWM
446
Geneos Wealth Management
Colorado
$112K -$65.3K -1,266 -37%
PS
447
Principal Securities
Iowa
$107K +$60.8K +1,178 +132%
S
448
Sachetta
Massachusetts
$104K
FCA
449
FinTrust Capital Advisors
South Carolina
$98.1K -$92.9K -1,800 -49%
BHWM
450
Beaird Harris Wealth Management
Texas
$94K