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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 %
KIM
526
Kestra Investment Management
Texas
$106K -$237K -4,600 -69%
PFT
527
Providence First Trust
Arizona
$103K +$103K +2,009 New
BHWM
528
Beaird Harris Wealth Management
Texas
$93.8K
William Blair & Company
529
William Blair & Company
Illinois
$91.6K -$87.5K -1,699 -49%
SAM
530
S.A. Mason
Michigan
$88.1K
SRCM
531
Signature Resources Capital Management
California
$85.7K
GPI
532
General Partner Inc
Pennsylvania
$85.5K +$85.5K +1,660 New
CTC
533
Central Trust Company
Missouri
$76.9K
RIA
534
Realta Investment Advisors
Delaware
$75.9K -$30.5K -593 -29%
PB
535
Pinnacle Bancorp
Nebraska
$75.7K
EB
536
Eastern Bank
Massachusetts
$71.7K
IA
537
IFP Advisors
Florida
$69.1K +$5K +97 +8%
SC
538
SouthState Corp
Florida
$62.8K +$62.8K +1,220 New
GJIA
539
Glass Jacobson Investment Advisors
Maryland
$62.7K +$18.3K +355 +41%
CFO
540
CVA Family Office
Colorado
$61.6K
MPWT
541
MassMutual Private Wealth & Trust
Connecticut
$59.8K +$40.2K +780 +205%
HWM
542
Hemington Wealth Management
Virginia
$59K
ACA
543
Aptus Capital Advisors
Alabama
$57.3K +$8.65K +168 +18%
T
544
Transce3nd
Texas
$47.9K +$47.9K +929 New
SIS
545
Sound Income Strategies
Florida
$46K +$34.2K +664 +290%
MFC
546
Mechanics Financial Corp
Ohio
$39.4K -$28.8K -560 -42%
GWSG
547
GPS Wealth Strategies Group
Colorado
$39K -$1.49K -29 -4%
VWWMG
548
Vermillion & White Wealth Management Group
Pennsylvania
$35.5K
AWM
549
AllSquare Wealth Management
New York
$33.5K
EWM
550
EPG Wealth Management
Georgia
$33.4K +$155 +3 +0.5%