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iShares 5-10 Year Investment Grade Corporate Bond ETF

534 hedge funds and large institutions have $10.3B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 226 increasing their positions, 175 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
-14
Holders Change %
-2.55%
% of All Funds
7.74%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.59%
New
50
Increased
226
Reduced
175
Closed
54
Calls
$1.94M
Puts
Net Calls
+$1.94M
Net Calls Change
-$1.92M
Name Holding Trade Value Shares
Change
Shares
Change %
WAS
126
WESPAC Advisors SoCal
California
$6.49M +$53.4K +1,035 +0.8%
1WM
127
1900 Wealth Management
Texas
$6.34M -$786K -15,234 -11%
CPIG
128
Chicago Partners Investment Group
Illinois
$6.2M +$948K +18,797 +18%
HighTower Advisors
129
HighTower Advisors
Illinois
$6.18M -$859K -16,661 -12%
JIR
130
James Investment Research
Ohio
$6.09M -$419K -8,125 -6%
WA
131
Wealthstar Advisors
Texas
$5.9M +$1.23M +23,835 +26%
MOS
132
MGO One Seven
Ohio
$5.87M +$5.87M +113,665 New
Citigroup
133
Citigroup
New York
$5.86M +$212K +4,110 +4%
HSBC Holdings
134
HSBC Holdings
United Kingdom
$5.85M +$41.6K +806 +0.7%
JE
135
JMAC Enterprises
Pennsylvania
$5.84M +$1.2M +23,210 +26%
AWS
136
Atria Wealth Solutions
New York
$5.8M -$648K -12,555 -10%
BCM
137
Becker Capital Management
Oregon
$5.8M +$185K +3,577 +3%
AIM
138
Aspen Investment Management
Michigan
$5.66M +$622K +12,051 +12%
EPP
139
ETF Portfolio Partners
Kansas
$5.64M -$11.6M -223,986 -67%
FAIM
140
Financial Advocates Investment Management
Washington
$5.63M +$1.46M +28,262 +35%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$5.54M +$3.49M +67,679 +170%
DWM
142
Destination Wealth Management
California
$5.28M +$488K +9,462 +10%
BCG
143
Breakwater Capital Group
New Jersey
$5.24M -$431K -8,348 -8%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$5.18M +$871K +16,885 +20%
SMI
145
Shelter Mutual Insurance
Missouri
$5.02M
UB
146
UMB Bank
Missouri
$4.9M -$230K -4,464 -4%
HHRDM
147
H&H Retirement Design & Management
Nevada
$4.89M -$1.16M -23,016 -19%
PIMG
148
Patriot Investment Management Group
Tennessee
$4.78M +$207K +4,014 +5%
Fisher Asset Management
149
Fisher Asset Management
Washington
$4.78M +$437K +8,468 +10%
GIM
150
Goelzer Investment Management
Indiana
$4.77M +$167K +3,244 +4%