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iShares 5-10 Year Investment Grade Corporate Bond ETF

581 hedge funds and large institutions have $11.5B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 227 increasing their positions, 190 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
+25
Holders Change %
+4.5%
% of All Funds
8.4%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
0.74%
New
73
Increased
227
Reduced
190
Closed
44
Calls
$1.98M
Puts
$21K
Net Calls
+$1.96M
Net Calls Change
-$167K
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
426
Brinker Capital Investments
Pennsylvania
$278K -$265K -4,935 -49%
SWA
427
Sax Wealth Advisors
New Jersey
$276K +$276K +5,134 New
TSWM
428
Tyler-Stone Wealth Management
Ohio
$273K +$137K +2,542 +100%
AWA
429
Acorn Wealth Advisors
Michigan
$271K
CC
430
Courier Capital
New York
$270K
LF
431
Lee Financial
Texas
$270K
EAM
432
Evanson Asset Management
California
$269K
AWM
433
AE Wealth Management
Kansas
$268K +$24.7K +460 +10%
LIM
434
Leavell Investment Management
Alabama
$267K +$267K +4,975 New
RW
435
Rede Wealth
Virginia
$263K -$8K -149 -3%
AA
436
Apriem Advisors
California
$263K -$10.5K -195 -4%
PIA
437
Perennial Investment Advisors
California
$263K +$263K +4,891 New
LNB
438
Ledyard National Bank
$262K
BB
439
Berkshire Bank
Massachusetts
$261K
BFW
440
Brady Family Wealth
Missouri
$261K -$16.9K -314 -6%
WDC
441
Woodward Diversified Capital
California
$259K +$9.03K +168 +4%
CWM
442
Congress Wealth Management
Massachusetts
$255K +$31.6K +588 +14%
SW
443
Simplicity Wealth
New Jersey
$251K +$251K +4,679 New
EH
444
Equitable Holdings
New York
$247K +$19.9K +371 +9%
GCA
445
Gradient Capital Advisors
California
$243K +$243K +4,518 New
BAM
446
Berkshire Asset Management
Pennsylvania
$238K
SSB
447
Sandy Spring Bank
Maryland
$236K
AIM
448
Alhambra Investment Management
Florida
$230K +$806 +15 +0.4%
EWM
449
Empirical Wealth Management
Washington
$227K -$309K -5,755 -58%
NWA
450
New World Advisors
Massachusetts
$227K +$2.47K +46 +1%