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iShares 5-10 Year Investment Grade Corporate Bond ETF

556 hedge funds and large institutions have $10.9B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 233 increasing their positions, 165 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+22
Holders Change %
+4.12%
% of All Funds
8.09%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
0.67%
New
76
Increased
233
Reduced
165
Closed
45
Calls
$2.14M
Puts
$10K
Net Calls
+$2.13M
Net Calls Change
+$188K
Name Holding Trade Value Shares
Change
Shares
Change %
JAM
501
JCIC Asset Management
Ontario, Canada
$31.8K
FFA
502
Founders Financial Alliance
North Carolina
$31.3K -$30K -585 -49%
SOS
503
Silver Oak Securities
Tennessee
$31.2K +$103 +2 +0.3%
HIIFS
504
Harel Insurance Investments & Financial Services
Israel
$30K
CPA
505
Cardiff Park Advisors
California
$29.2K
Fifth Third Bancorp
506
Fifth Third Bancorp
Ohio
$25.6K -$402K -7,846 -94%
CB
507
Community Bank
New York
$25.4K
HCA
508
Heck Capital Advisors
Wisconsin
$24.6K +$256 +5 +1%
SWA
509
SOA Wealth Advisors
New York
$24.4K +$256 +5 +1%
TWC
510
TD Waterhouse Canada
Ontario, Canada
$23.8K -$15.3K -300 -39%
RIL
511
Rothschild Investment LLC
Illinois
$23.3K +$23.3K +455 New
USB
512
Union Savings Bank
Connecticut
$23.1K
CSC
513
Caldwell Sutter Capital
California
$22.3K
PA
514
PSI Advisors
Florida
$22K +$22K +429 New
FF
515
Friedenthal Financial
New Jersey
$18.4K +$1.54K +30 +9%
AIM
516
Astor Investment Management
Illinois
$17.8K +$17.8K +348 New
CTA
517
Colonial Trust Advisors
South Carolina
$16.9K
CAS
518
Coppell Advisory Solutions
Texas
$16.1K +$16.1K +314 New
POIA
519
Pin Oak Investment Advisors
Texas
$15K
WWM
520
Wolff Wiese Magana
California
$14.8K +$14.8K +289 New
KFS
521
Kelly Financial Services
Massachusetts
$13.3K +$13.3K +259 New
TCM
522
Tradewinds Capital Management
Washington
$11.6K +$11.6K +226 New
TJHA
523
Thomas J. Herzfeld Advisors
Florida
$11.4K +$11.4K +222 New
RWMG
524
Redwood Wealth Management Group
New Jersey
$10.8K +$10.8K +210 New
LWANC
525
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.3K