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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 %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$29.5M +$14.5M +280,621 +96%
TCM
52
Thoma Capital Management
Maryland
$27.4M +$27.4M +532,873 New
PG
53
Proffitt & Goodson
Tennessee
$26.3M +$1.08M +21,035 +4%
PMG
54
ProVise Management Group
Florida
$26.1M +$35K +679 +0.1%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$26.1M +$1.29M +25,027 +5%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$25.8M +$3.21M +62,359 +14%
PJSIMP
57
P.J. Schmidt Investment Management (PJS)
Wisconsin
$25.4M +$273K +5,308 +1%
GL
58
Graypoint LLC
New York
$23.8M -$1.17M -22,802 -5%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$23.1M +$1.53M +29,640 +7%
FT
60
Fiduciary Trust
Massachusetts
$22.8M +$13.1M +254,631 +135%
FPGK
61
Financial Partners Group (Kansas)
Kansas
$22.7M -$215K -4,173 -0.9%
Jones Financial Companies
62
Jones Financial Companies
Missouri
$22.5M +$5.91M +114,724 +36%
Sumitomo Mitsui Trust Group
63
Sumitomo Mitsui Trust Group
Japan
$22.4M +$5.21M +101,092 +30%
BWAM
64
Boyd Watterson Asset Management
Ohio
$21.3M -$4.07M -79,000 -16%
DIP
65
DT Investment Partners
Pennsylvania
$20.8M +$322K +6,249 +2%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$20.2M +$2.92M +56,688 +17%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$19.4M +$2.35M +44,921 +14%
AFG
68
Arkansas Financial Group
Arkansas
$19.3M -$1.33M -25,882 -6%
TFA
69
TPG Financial Advisors
Oregon
$19M +$754K +14,631 +4%
GWM
70
GDS Wealth Management
Texas
$18.7M +$2.08M +40,333 +13%
BP
71
BCK Partners
New York
$18.3M -$5.13M -99,623 -22%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$17.4M
Legacy Financial Group (Iowa)
73
Legacy Financial Group (Iowa)
Iowa
$17.3M +$771K +14,965 +5%
BDF
74
Black Diamond Financial
Maryland
$17.2M +$6.53M +126,766 +61%
ACM
75
Advisors Capital Management
New Jersey
$17M +$17M +330,517 New