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iShares 5-10 Year Investment Grade Corporate Bond ETF

226 hedge funds and large institutions have $3.5B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,400% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $432K

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

20.67% more ownership

Funds ownership: 114.56%135.23% (+21%)

7% more funds holding

Funds holding: 212226 (+14)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

18% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 89

35% less capital invested

Capital invested by funds: $5.34B → $3.5B (-$1.84B)

Holders
226
Holders Change
+14
Holders Change %
+6.6%
% of All Funds
6.56%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.64%
New
33
Increased
73
Reduced
89
Closed
14
Calls
$10.8M
Puts
$432K
Net Calls
+$10.4M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
76
Stelac Advisory Services
New York
$4.66M -$1.7M -31,376 -27%
LFG
77
LifePlan Financial Group
Ohio
$4.53M +$4.27M +78,948 +1,561%
Barclays
78
Barclays
United Kingdom
$4.4M -$411K -7,598 -8%
CC
79
Courier Capital
New York
$4.33M -$939K -17,350 -18%
ASN
80
Advisory Services Network
Georgia
$3.98M +$142K +2,620 +4%
BAC
81
Boys Arnold & Co
North Carolina
$3.97M +$1.47M +27,154 +59%
LG
82
Leuthold Group
Minnesota
$3.91M -$1.99M -36,756 -34%
FM
83
Forward Management
California
$3.85M
BC
84
Bartlett & Co
Ohio
$3.54M -$81.1K -1,498 -2%
ECM
85
Exchange Capital Management
Michigan
$3.43M +$360K +6,642 +12%
LG
86
LaFleur & Godfrey
Michigan
$3.37M -$133K -2,460 -4%
HCMT
87
Highland Capital Management (Tennessee)
Tennessee
$3.34M +$109K +2,012 +3%
Invesco
88
Invesco
Georgia
$3.29M -$284K -5,254 -8%
SG
89
Swarthmore Group
Pennsylvania
$3.17M -$2.79M -51,550 -47%
WPC
90
White Pine Capital
Minnesota
$3.17M +$32.5K +600 +1%
FAM
91
Foothills Asset Management
Arizona
$3.11M +$3.12M +57,694 New
RJA
92
Raymond James & Associates
Florida
$3.03M -$440K -8,120 -13%
MNA
93
Manning & Napier Advisors
New York
$2.96M
Ameriprise
94
Ameriprise
Minnesota
$2.85M -$615K -11,362 -18%
MA
95
MUFG Americas
New York
$2.52M +$359K +6,630 +17%
JP Morgan Chase
96
JP Morgan Chase
New York
$2.5M -$403K -7,444 -14%
VFS
97
VSR Financial Services
Kansas
$2.46M +$202K +3,738 +9%
DSC
98
Duncker Streett & Co
Missouri
$2.4M +$266K +4,918 +12%
BHB
99
Bank Hapoalim BM
Israel
$2.22M +$2.23M +41,160 New
Citigroup
100
Citigroup
New York
$2.14M -$786K -14,522 -27%