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iShares 5-10 Year Investment Grade Corporate Bond ETF

226 hedge funds and large institutions have $3.5B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,400% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $432K

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

20.67% more ownership

Funds ownership: 114.56%135.23% (+21%)

7% more funds holding

Funds holding: 212226 (+14)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

18% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 89

35% less capital invested

Capital invested by funds: $5.34B → $3.5B (-$1.84B)

Holders
226
Holders Change
+14
Holders Change %
+6.6%
% of All Funds
6.56%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.64%
New
33
Increased
73
Reduced
89
Closed
14
Calls
$10.8M
Puts
$432K
Net Calls
+$10.4M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
K
26
Kemper
Illinois
$24.1M
ST
27
Sabal Trust
Florida
$24M -$1.03M -19,044 -4%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$23.8M +$2.79M +51,620 +13%
DADC
29
D.A. Davidson & Co
Montana
$21.7M -$1.97M -36,362 -8%
B
30
Baird
Wisconsin
$21.2M -$2.47M -45,704 -10%
BCI
31
Brinker Capital Investments
Pennsylvania
$18.6M -$968K -17,888 -5%
3AM
32
3D Asset Management
Connecticut
$18M +$275K +5,084 +2%
EAM
33
Eagle Asset Management
Florida
$17.3M +$3.64M +67,262 +26%
AFG
34
Arkansas Financial Group
Arkansas
$17M +$17M +314,754 New
AIM
35
Acropolis Investment Management
Missouri
$16.8M -$1.28M -23,568 -7%
QCMNJ
36
Quantum Capital Management (New Jersey)
New Jersey
$16.1M +$256K +4,728 +2%
TCT
37
TIAA CREF Trust
Missouri
$15.6M +$15.6M +288,858 New
SI
38
Stephens Inc
Arkansas
$14.8M +$352K +6,500 +2%
Prudential Financial
39
Prudential Financial
New Jersey
$14.6M +$9.89M +182,600 +210%
DC
40
Davenport & Co
Virginia
$14.4M +$649K +11,994 +5%
DIA
41
Davidson Investment Advisors
Montana
$14.1M -$1.1M -20,292 -7%
First Trust Advisors
42
First Trust Advisors
Illinois
$14M -$66.6K -1,230 -0.5%
SMM
43
Stadion Money Management
Georgia
$12.8M +$506K +9,350 +4%
LPL Financial
44
LPL Financial
California
$12.3M -$268K -4,944 -2%
Truist Financial
45
Truist Financial
North Carolina
$11.6M +$2.12M +39,128 +22%
BTS
46
BB&T Securities
Virginia
$11.2M -$9.31K -172 -0.8%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$11.1M +$1.11M +20,494 +11%
EC
48
Estate Counselors
Wisconsin
$10.4M +$3.21M +59,220 +44%
NYLIM
49
New York Life Investment Management
New York
$10.3M +$3.68M +68,000 +55%
EWM
50
Evercore Wealth Management
New York
$10.3M -$699K -12,908 -6%