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iShares 5-10 Year Investment Grade Corporate Bond ETF

548 hedge funds and large institutions have $10.2B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 193 increasing their positions, 198 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+33
Holders Change %
+6.41%
% of All Funds
8.04%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.62%
New
97
Increased
193
Reduced
198
Closed
53
Calls
$3.92M
Puts
$62K
Net Calls
+$3.86M
Net Calls Change
+$2.39M
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
101
Kestra Advisory Services
Texas
$7.25M -$196K -3,769 -3%
CWM
102
Concentric Wealth Management
California
$7.21M +$7.21M +138,574 New
1WM
103
1900 Wealth Management
Texas
$7.18M -$372K -7,155 -5%
HighTower Advisors
104
HighTower Advisors
Illinois
$7.1M +$4.12M +79,235 +138%
GFG
105
Goldstone Financial Group
Illinois
$7.06M +$7.06M +135,731 New
Balyasny Asset Management
106
Balyasny Asset Management
Illinois
$7.06M +$7.06M +135,704 New
CCA
107
Checchi Capital Advisers
California
$7.04M +$2.98M +57,375 +73%
BCWM
108
Bartlett & Co Wealth Management
Ohio
$6.99M +$386K +7,415 +6%
BC
109
Bartlett & Co
Ohio
$6.99M +$386K +7,415 +6%
DWM
110
Dakota Wealth Management
Florida
$6.94M +$632K +12,163 +10%
MA
111
Mutual Advisors
Nebraska
$6.82M +$1.21M +23,202 +21%
DI
112
DFPG Investments
Utah
$6.75M +$6.46M +125,005 +2,181%
DC
113
Destiny Capital
Colorado
$6.66M +$6.66M +128,124 New
JIR
114
James Investment Research
Ohio
$6.56M -$556K -10,695 -8%
PF
115
Phoenix Financial
Israel
$6.54M -$249K -4,799 -4%
SF
116
SWP Financial
California
$6.5M +$6.5M +124,996 New
AWS
117
Atria Wealth Solutions
New York
$6.5M +$1.17M +22,494 +22%
WAS
118
WESPAC Advisors SoCal
California
$6.48M -$814K -15,656 -11%
HHRDM
119
H&H Retirement Design & Management
Nevada
$6.16M -$1.97M -38,451 -24%
First Trust Advisors
120
First Trust Advisors
Illinois
$5.92M -$1.46M -28,033 -20%
HSBC Holdings
121
HSBC Holdings
United Kingdom
$5.85M +$142K +2,731 +2%
Citigroup
122
Citigroup
New York
$5.7M +$143K +2,745 +3%
MWAM
123
Manhattan West Asset Management
California
$5.68M +$403K +7,755 +8%
BCG
124
Breakwater Capital Group
New Jersey
$5.66M -$319K -6,202 -5%
BCM
125
Becker Capital Management
Oregon
$5.66M +$452K +8,685 +9%