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iShares 5-10 Year Investment Grade Corporate Bond ETF

621 hedge funds and large institutions have $11.8B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 267 increasing their positions, 163 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+40
Holders Change %
+6.88%
% of All Funds
8.27%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.69%
New
91
Increased
267
Reduced
163
Closed
37
Calls
$1.24M
Puts
$299K
Net Calls
+$942K
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Shares
Change %
TW
501
Trajan Wealth
Arizona
$202K +$202K +3,922 New
MIA
502
MainStreet Investment Advisors
Illinois
$201K
SS
503
Sunbelt Securities
Texas
$194K +$38.7K +750 +25%
HNB
504
Huntington National Bank
Ohio
$193K -$202K
RPCA
505
Running Point Capital Advisors
California
$190K +$96.5K +1,873 +103%
CB
506
Centennial Bank
Arkansas
$189K +$125K +2,436 +198%
CIAS
507
Capital Investment Advisory Services
North Carolina
$189K +$773 +15 +0.4%
PAG
508
Paladin Advisory Group
Iowa
$185K +$515 +10 +0.3%
WB
509
Webster Bank
Connecticut
$185K
BA
510
Bellwether Advisors
Nebraska
$177K +$177K +3,441 New
EWA
511
EverSource Wealth Advisors
Alabama
$169K
ITIM
512
Indiana Trust & Investment Management
Indiana
$168K
CB
513
CNB Bank
Pennsylvania
$165K -$1.19K -23 -0.7%
TCM
514
TD Capital Management
Tennessee
$165K -$11.3K -219 -6%
PS
515
Principal Securities
Iowa
$165K +$4.64K +90 +3%
GWM
516
Geneos Wealth Management
Colorado
$159K +$70.2K +1,363 +79%
AFG
517
Albion Financial Group
Utah
$145K -$51.5K -1,000 -26%
PA
518
Parallel Advisors
California
$141K
S
519
Sachetta
Massachusetts
$132K -$1.08K -21 -0.8%
HI
520
Harbour Investments
Wisconsin
$129K -$47.7K -926 -27%
MBFW
521
Morton Brown Family Wealth
Pennsylvania
$128K
RWM
522
Rialto Wealth Management
New York
$127K +$127K +2,469 New
HDIM
523
Hanson & Doremus Investment Management
Vermont
$117K
SWM
524
Spire Wealth Management
Virginia
$108K
TH
525
TCTC Holdings
Texas
$106K