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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 %
SOS
476
Silver Oak Securities
Tennessee
$31.3K -$30.1K -584 -49%
HIIFS
477
Harel Insurance Investments & Financial Services
Israel
$30K -$439K -8,598 -94%
CPA
478
Cardiff Park Advisors
California
$29.4K
William Blair & Company
479
William Blair & Company
Illinois
$27.5K
CB
480
Community Bank
New York
$25.6K
HCA
481
Heck Capital Advisors
Wisconsin
$24.5K +$206 +4 +0.8%
SWA
482
SOA Wealth Advisors
New York
$24.3K +$155 +3 +0.6%
USB
483
Union Savings Bank
Connecticut
$23.2K
CSC
484
Caldwell Sutter Capital
California
$22.4K -$15K -290 -40%
WA
485
WestEnd Advisors
North Carolina
$22.1K +$206 +4 +0.9%
MAM
486
MMA Asset Management
Pennsylvania
$19.6K +$19.6K +379 New
NL
487
NEPC LLC
Massachusetts
$19.5K
PA
488
Parallel Advisors
California
$17.9K -$24.3K -470 -58%
ACA
489
Aptus Capital Advisors
Alabama
$17.3K -$15.6K -302 -47%
CTA
490
Colonial Trust Advisors
South Carolina
$17K
FF
491
Friedenthal Financial
New Jersey
$17K
IA
492
IFP Advisors
Florida
$16.2K -$1.65K -32 -9%
OSAM
493
O'Shaughnessy Asset Management
Connecticut
$15.7K +$15.7K +304 New
POIA
494
Pin Oak Investment Advisors
Texas
$15K
FWM
495
FSA Wealth Management
Massachusetts
$13.3K
AIC
496
Archer Investment Corporation
Indiana
$11.4K +$52 +1 +0.5%
SIS
497
Sound Income Strategies
Florida
$11.4K -$32.3K -625 -74%
VWM
498
Venturi Wealth Management
Texas
$11.2K -$32.1K -622 -74%
TCA
499
Trifecta Capital Advisors
Illinois
$11K +$11K +214 New
LWANC
500
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.3K