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iShares 5-10 Year Investment Grade Corporate Bond ETF

381 hedge funds and large institutions have $4.16B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 92 increasing their positions, 164 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 35

9% more funds holding

Funds holding: 349381 (+32)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

3.44% more ownership

Funds ownership: 78.96%82.4% (+3.4%)

23% less capital invested

Capital invested by funds: $5.37B → $4.16B (-$1.22B)

44% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 164

Holders
381
Holders Change
+32
Holders Change %
+9.17%
% of All Funds
8.49%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.67%
New
69
Increased
92
Reduced
164
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
51
Gilbert & Cook
Iowa
$12.2M +$800K +15,300 +7%
JIR
52
James Investment Research
Ohio
$11.6M -$1.92M -36,754 -14%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$11.2M +$856K +16,366 +8%
BCI
54
Brinker Capital Investments
Pennsylvania
$11.1M -$8.42M -161,034 -43%
PG
55
Proffitt & Goodson
Tennessee
$11.1M -$1.58M -30,160 -12%
Truist Financial
56
Truist Financial
North Carolina
$10.7M -$2.31M -44,108 -18%
Lazard Asset Management
57
Lazard Asset Management
New York
$10.1M
EC
58
Estate Counselors
Wisconsin
$9.88M -$163K -3,120 -2%
ECM
59
ETrade Capital Management
Virginia
$9.37M +$728K +13,916 +8%
SAS
60
Stelac Advisory Services
New York
$9.3M -$2.01M -38,390 -18%
First Trust Advisors
61
First Trust Advisors
Illinois
$9.01M -$1.08M -20,676 -11%
JP Morgan Chase
62
JP Morgan Chase
New York
$9M +$2.03M +38,748 +29%
AIA
63
Ally Invest Advisors
North Carolina
$8.98M +$8.97M +171,411 New
MPW
64
MA Private Wealth
California
$8.86M +$8.84M +169,031 New
EPP
65
ETF Portfolio Partners
Kansas
$8.23M -$1.43M -27,311 -15%
GBT
66
Grove Bank & Trust
Florida
$8.12M +$437K +8,360 +6%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$8.04M
A
68
AdvicePeriod
California
$8.04M -$28.1K -538 -0.3%
HCP
69
Holt Capital Partners
Texas
$7.71M +$498K +9,520 +7%
SB
70
Suntrust Banks
Georgia
$7.35M +$1.01M +19,294 +16%
EIG
71
Ellenbecker Investment Group
Wisconsin
$7.16M +$112K +2,137 +2%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$7.13M -$1.78M -34,019 -20%
GFPC
73
Global Financial Private Capital
Florida
$7.01M -$539K -10,302 -7%
MM
74
Meridian Management
Arkansas
$6.77M +$227K +4,339 +3%
WA
75
Wealthstar Advisors
Texas
$6.27M -$6.02K -115 -0.1%