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iShares 5-10 Year Investment Grade Corporate Bond ETF

522 hedge funds and large institutions have $9.4B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 197 increasing their positions, 175 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+23
Holders Change %
+4.61%
% of All Funds
8.23%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.69%
New
55
Increased
197
Reduced
175
Closed
29
Calls
$1.57M
Puts
$621K
Net Calls
+$947K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
476
Vigilant Capital Management
Maine
$19K +$6.06K +117 +47%
First Manhattan
477
First Manhattan
New York
$19K
HR
478
Howe & Rusling
New York
$18.4K +$18.4K +363 New
CFFP
479
Center for Financial Planning
Michigan
$17.4K +$17.4K +344 New
CTA
480
Colonial Trust Advisors
South Carolina
$16.7K
GEA
481
Glen Eagle Advisors
New Jersey
$15.8K +$1.67K +33 +12%
National Bank of Canada
482
National Bank of Canada
Quebec, Canada
$15.2K
POIA
483
Pin Oak Investment Advisors
Texas
$15K +$15K +290 New
BWM
484
BerganKDV Wealth Management
Minnesota
$14.4K -$56.7K -1,122 -80%
TFP
485
Tilia Fiduciary Partners
North Carolina
$13.7K
AIM
486
Anchor Investment Management
South Carolina
$12.6K
HB
487
Horizon Bancorp
Indiana
$12K +$12K +246 New
EWA
488
EverSource Wealth Advisors
Alabama
$11.7K +$6.17K +122 +112%
SWM
489
Sugarloaf Wealth Management
Georgia
$10.5K +$101 +2 +1%
LWANC
490
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.1K
BBHC
491
Brown Brothers Harriman & Co
New York
$9.91K
CAM
492
Costello Asset Management
Pennsylvania
$9.71K
WWP
493
WR Wealth Planners
Missouri
$9.51K +$3.49K +69 +58%
CWC
494
Carolinas Wealth Consulting
North Carolina
$9.39K +$101 +2 +1%
AIC
495
Archer Investment Corporation
Indiana
$8.8K
TAM
496
Tucker Asset Management
Colorado
$8.5K +$5.21K +103 +158%
IRC
497
Investors Research Corp
Georgia
$8.4K
CA
498
Crewe Advisors
Utah
$8.19K +$5.92K +117 +260%
AIA
499
Armor Investment Advisors
North Carolina
$8.09K
SIS
500
Sound Income Strategies
Florida
$7.99K