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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
SHJ
101
Sharkey, Howes & Javer
Colorado
$3.78M +$2.95M +54,965 +405%
BTS
102
BB&T Securities
Virginia
$3.71M +$491K +9,136 +16%
IP
103
Investment Partners
Ohio
$3.52M -$257K -4,773 -7%
WT
104
Whittier Trust
California
$3.38M -$302K -5,609 -8%
LG
105
Leuthold Group
Minnesota
$3.36M -$299K -5,553 -8%
AIM
106
Acropolis Investment Management
Missouri
$3.33M -$252K -4,690 -7%
AIP
107
Ameritas Investment Partners
Nebraska
$3.11M +$2.9K +54 +0.1%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$3.09M +$3M +55,870 +31,039%
WPC
109
White Pine Capital
Minnesota
$2.98M
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$2.97M -$38.1K -708 -1%
PPA
111
Parametric Portfolio Associates
Washington
$2.96M
EGA
112
Eagle Global Advisors
Texas
$2.92M +$1.45M +27,052 +105%
RIM
113
Redwood Investment Management
Arizona
$2.88M +$165K +3,067 +6%
WB
114
Webster Bank
Connecticut
$2.88M +$80.9K +1,505 +3%
FAIM
115
Financial Advocates Investment Management
Washington
$2.82M -$12.8K -239 -0.5%
IWP
116
Icon Wealth Partners
Texas
$2.79M +$37.7K +701 +1%
TD Asset Management
117
TD Asset Management
Ontario, Canada
$2.67M +$414K +7,700 +19%
CTA
118
Chesley Taft & Associates
Illinois
$2.64M +$90K +1,675 +4%
HighTower Advisors
119
HighTower Advisors
Illinois
$2.62M -$196K -3,647 -7%
PWW
120
Pettyjohn Wood & White
Virginia
$2.58M -$63K -1,172 -2%
BCA
121
Bay Colony Advisors
Massachusetts
$2.47M +$2.41M +44,842 New
FAAS
122
First Allied Advisory Services
California
$2.44M +$413K +7,677 +21%
PBO
123
Peoples Bank (Ohio)
Ohio
$2.37M +$201K +3,746 +10%
GIA
124
Granite Investment Advisors
New Hampshire
$2.31M -$73.3K -1,363 -3%
CCT
125
Country Club Trust
Missouri
$2.28M -$58.6K -1,091 -3%