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iShares 5-10 Year Investment Grade Corporate Bond ETF

499 hedge funds and large institutions have $9.33B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 172 increasing their positions, 169 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-5
Holders Change %
-0.99%
% of All Funds
7.99%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.67%
New
67
Increased
172
Reduced
169
Closed
57
Calls
$1.63M
Puts
$785K
Net Calls
+$846K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Shares
Change %
HSBC Holdings
126
HSBC Holdings
United Kingdom
$3.94M +$3.94M +76,924 New
AWS
127
Atria Wealth Solutions
New York
$3.94M +$1.14M +22,149 +40%
JSL
128
JT Stratford LLC
Georgia
$3.94M +$224K +4,370 +6%
RWM
129
Revisor Wealth Management
Ohio
$3.93M +$3.93M +76,680 New
ACP
130
Aveo Capital Partners
Colorado
$3.84M +$3.84M +74,940 New
MA
131
Mutual Advisors
Nebraska
$3.81M +$673K +13,118 +21%
PBO
132
Peoples Bank (Ohio)
Ohio
$3.67M +$531K +10,357 +17%
ZIM
133
Zacks Investment Management
Illinois
$3.66M +$534K +10,411 +17%
WCWM
134
Wooster Corthell Wealth Management
Connecticut
$3.61M -$29.9K -583 -0.8%
SGI
135
Summit Global Investments
Utah
$3.61M -$1.02M -19,885 -22%
SAG
136
SageView Advisory Group
California
$3.55M +$1.06M +20,583 +42%
MSWMA
137
Market Street Wealth Management Advisors
Indiana
$3.46M -$27.7K -540 -0.8%
FWM
138
Forza Wealth Management
Florida
$3.45M
PPC
139
Park Place Capital
Alabama
$3.43M -$23.6K -461 -0.7%
FPFS
140
First Personal Financial Services
North Carolina
$3.38M +$29K +565 +0.9%
Russell Investments Group
141
Russell Investments Group
United Kingdom
$3.34M +$3.34M +65,114 New
NAM
142
Nationwide Asset Management
Ohio
$3.32M -$514K -10,100 -13%
MPM
143
Meritage Portfolio Management
Kansas
$3.3M +$120K +2,342 +4%
JE
144
JMAC Enterprises
Pennsylvania
$3.3M +$645K +12,577 +24%
ANTB
145
AMG National Trust Bank
Colorado
$3.26M -$903K -17,611 -22%
WT
146
Whittier Trust
California
$3.25M -$77.8K -1,517 -2%
CTA
147
Chesley Taft & Associates
Illinois
$3.24M +$72K +1,405 +2%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$3.21M +$268K +5,225 +9%
PAG
149
Private Advisor Group
New Jersey
$3.14M +$20.5K +399 +0.7%
PFM
150
Phillips Financial Management
Indiana
$3.07M -$26.7K -520 -0.9%