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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
IDBONY
76
Israel Discount Bank of New York
New York
$6.82M +$290K +5,402 +5%
WA
77
Wealthstar Advisors
Texas
$6.47M -$135K -2,519 -2%
1IA
78
1834 Investment Advisors
Wisconsin
$6.02M -$59K -1,098 -1%
CS
79
Comerica Securities
Michigan
$5.96M +$175K +3,247 +3%
AI
80
Atria Investments
North Carolina
$5.93M +$831K +15,455 +17%
NA
81
NewEdge Advisors
Louisiana
$5.74M +$719K +13,373 +15%
ZB
82
Zions Bancorporation
Utah
$5.64M +$5.5M +102,367 New
FPFS
83
First Personal Financial Services
North Carolina
$5.57M -$130K -2,415 -2%
Citigroup
84
Citigroup
New York
$5.52M +$1.44M +26,805 +37%
Man Group
85
Man Group
United Kingdom
$5.51M +$4.59M +85,473 +588%
BAC
86
Boys Arnold & Co
North Carolina
$5.33M -$198K -3,675 -4%
DG
87
Delek Group
Israel
$4.93M +$1.11M +20,598 +30%
DADC
88
D.A. Davidson & Co
Montana
$4.93M +$685K +12,752 +17%
PAG
89
Private Advisor Group
New Jersey
$4.86M +$1.26M +23,400 +36%
PIMG
90
Patriot Investment Management Group
Tennessee
$4.85M +$4.73M +87,994 New
PA
91
PFG Advisors
Arizona
$4.82M +$187K +3,470 +4%
CMP
92
Courage Miller Partners
Virginia
$4.81M -$19.6K -364 -0.4%
DWM
93
Destination Wealth Management
California
$4.79M +$657K +12,221 +16%
HPC
94
HM Payson & Co
Maine
$4.78M +$4.55M +84,729 +4,341%
TNBTD
95
Trustmark National Bank Trust Department
Mississippi
$4.72M +$4.14M +76,974 +898%
PI
96
PFS Investments
Georgia
$4.58M +$4.47M +83,077 New
EWM
97
Evercore Wealth Management
New York
$4.58M -$13.4K -250 -0.3%
CSIA
98
Charles Schwab Investment Advisory
California
$4.19M -$469K -8,732 -10%
CCA
99
Clearwater Capital Advisors
Illinois
$4.05M +$2.04M +38,032 +107%
RJT
100
Raymond James Trust
Florida
$3.78M -$18.2K -338 -0.5%