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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 %
SOS
551
Silver Oak Securities
Tennessee
$32.8K +$1.24K +24 +4%
JAM
552
JCIC Asset Management
Ontario, Canada
$31.9K
VWM
553
Venturi Wealth Management
Texas
$31.8K +$10.8K +210 +51%
HT
554
Headlands Technologies
Illinois
$31.6K -$53.8K -1,045 -63%
WWP
555
WR Wealth Planners
Missouri
$31.5K -$618 -12 -2%
GM
556
GeoWealth Management
Illinois
$30.8K +$30.7K +597 +59,700%
HIIFS
557
Harel Insurance Investments & Financial Services
Israel
$30K
KFGG
558
Keystone Financial Group (Georgia)
Georgia
$29.8K +$29.8K +579 New
CPA
559
Cardiff Park Advisors
California
$29.4K
MA
560
Montag & Associates
Georgia
$28.5K +$15.1K +293 +113%
VWM
561
Vermillion Wealth Management
Minnesota
$28.2K +$28.2K +547 New
SS
562
SBI Securities
Japan
$28.2K +$28.2K +547 New
EW
563
Element Wealth
Mississippi
$27.2K +$206 +4 +0.8%
WA
564
WestEnd Advisors
North Carolina
$26.9K +$3.04K +59 +13%
1IA
565
1620 Investment Advisors
Massachusetts
$26.3K -$8.5K -165 -24%
Fifth Third Bancorp
566
Fifth Third Bancorp
Ohio
$25.8K
SWA
567
SOA Wealth Advisors
New York
$25.1K +$412 +8 +2%
HCA
568
Heck Capital Advisors
Wisconsin
$24.4K -$670 -13 -3%
CB
569
Community Bank
New York
$24.1K
OSAM
570
O'Shaughnessy Asset Management
Connecticut
$23.6K -$824 -16 -3%
RIL
571
Rothschild Investment LLC
Illinois
$23.4K
USB
572
Union Savings Bank
Connecticut
$23.2K
CSC
573
Caldwell Sutter Capital
California
$22.4K
BF
574
BOK Financial
Oklahoma
$22K -$45.3K -890 -67%
CBT
575
Crews Bank & Trust
Florida
$20.9K +$20.9K +406 New