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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 %
FWM
451
Focused Wealth Management
New York
$41.4K
GJIA
452
Glass Jacobson Investment Advisors
Maryland
$40.9K +$243 +5 +0.6%
FA
453
Faithward Advisors
Pennsylvania
$40.1K
PA
454
Parallel Advisors
California
$39.7K
FWP
455
FAS Wealth Partners
Kansas
$39K -$71.1K -1,460 -65%
RFA
456
Resurgent Financial Advisors
Georgia
$38.9K +$3.41K +70 +10%
CSC
457
Caldwell Sutter Capital
California
$35.3K +$14.1K +290 +67%
MBFW
458
Morton Brown Family Wealth
Pennsylvania
$32.8K -$7.54K -155 -19%
AWM
459
AllSquare Wealth Management
New York
$31.6K
JAM
460
JCIC Asset Management
Ontario, Canada
$30.2K
EWA
461
EverSource Wealth Advisors
Alabama
$30K +$18.8K +386 +167%
FFA
462
Founders Financial Alliance
North Carolina
$29.7K -$27.5K -565 -48%
SIS
463
Sound Income Strategies
Florida
$29.4K +$21.7K +446 +282%
JMF
464
Johnson Midwest Financial
Iowa
$28.8K
CPA
465
Cardiff Park Advisors
California
$27.7K
HFS
466
Hantz Financial Services
Michigan
$26K +$26K +534 New
CB
467
Community Bank
New York
$24.1K
IA
468
IFP Advisors
Florida
$23.9K -$93.7K -1,926 -80%
HCA
469
Heck Capital Advisors
Wisconsin
$22.7K +$243 +5 +1%
SWA
470
SOA Wealth Advisors
New York
$22.4K +$195 +4 +0.9%
MPWT
471
MassMutual Private Wealth & Trust
Connecticut
$18.5K
First Manhattan
472
First Manhattan
New York
$18.2K
BEI
473
Benjamin Edwards Inc
Missouri
$18K -$886K -18,357 -98%
HR
474
Howe & Rusling
New York
$17.7K
WA
475
WestEnd Advisors
North Carolina
$17.2K +$17.2K +354 New