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iShares 5-10 Year Investment Grade Corporate Bond ETF

395 hedge funds and large institutions have $4.56B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 138 increasing their positions, 129 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 42

10% more capital invested

Capital invested by funds: $4.16B → $4.56B (+$401M)

4% more funds holding

Funds holding: 381395 (+14)

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

1.96% more ownership

Funds ownership: 82.4%84.36% (+2%)

7% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 129

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $331K

Holders
395
Holders Change
+14
Holders Change %
+3.67%
% of All Funds
8.55%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.67%
New
59
Increased
138
Reduced
129
Closed
42
Calls
Puts
$331K
Net Calls
-$331K
Net Calls Change
-$331K
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
51
NorthCoast Asset Management
Connecticut
$13.8M -$9.21M -171,386 -41%
BCI
52
Brinker Capital Investments
Pennsylvania
$12.6M +$834K +15,523 +7%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$12.3M +$3.82M +71,048 +47%
MPW
54
MA Private Wealth
California
$12.2M +$2.85M +53,105 +31%
PG
55
Proffitt & Goodson
Tennessee
$11.7M +$45K +838 +0.4%
PWPCM
56
Perella Weinberg Partners Capital Management
New York
$11.6M +$8.93M +166,135 New
JIR
57
James Investment Research
Ohio
$11.3M -$843K -15,681 -7%
Truist Financial
58
Truist Financial
North Carolina
$10.9M -$333K -6,195 -3%
ECM
59
ETrade Capital Management
Virginia
$10.9M +$978K +18,199 +10%
AIA
60
Ally Invest Advisors
North Carolina
$10.8M +$1.36M +25,262 +15%
Mitsubishi UFJ Trust & Banking
61
Mitsubishi UFJ Trust & Banking
Japan
$10.5M +$10.2M +189,861 New
FA
62
FDx Advisors
Illinois
$9.52M +$7.2M +133,907 +345%
First Trust Advisors
63
First Trust Advisors
Illinois
$9.5M +$26.4K +492 +0.3%
SAS
64
Stelac Advisory Services
New York
$9.3M
EPP
65
ETF Portfolio Partners
Kansas
$9.11M +$444K +8,265 +5%
SB
66
Suntrust Banks
Georgia
$8.84M +$1.08M +20,151 +14%
WI
67
WBI Investments
New Jersey
$8.81M -$10.4M -192,542 -55%
GBT
68
Grove Bank & Trust
Florida
$8.72M +$169K +3,152 +2%
GFPC
69
Global Financial Private Capital
Florida
$8.25M +$851K +15,836 +12%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$7.99M +$479K +8,906 +7%
HCP
71
Holt Capital Partners
Texas
$7.94M -$166K -3,093 -2%
EIG
72
Ellenbecker Investment Group
Wisconsin
$7.86M +$311K +5,786 +4%
CIM
73
Confluence Investment Management
Missouri
$7.81M +$7.61M +141,650 New
IFA
74
Interactive Financial Advisors
Illinois
$7.26M +$2.17M +40,370 +44%
UB
75
UMB Bank
Missouri
$7.14M -$78.4K -1,458 -1%