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iShares 5-10 Year Investment Grade Corporate Bond ETF

515 hedge funds and large institutions have $8.82B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 195 increasing their positions, 177 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
-7
Holders Change %
-1.34%
% of All Funds
8.21%
Holding in Top 10
41
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.82%
% of All Funds
0.65%
New
58
Increased
195
Reduced
177
Closed
54
Calls
$1.53M
Puts
$63K
Net Calls
+$1.47M
Net Calls Change
+$523K
Name Holding Trade Value Shares
Change
Shares
Change %
AWE
151
Avidian Wealth Enterprises
Texas
$3.63M +$120K +2,475 +3%
NAM
152
Nationwide Asset Management
Ohio
$3.35M
WCWM
153
Wooster Corthell Wealth Management
Connecticut
$3.35M -$24.3K -499 -0.7%
FWM
154
Forza Wealth Management
Florida
$3.26M +$39.9K +820 +1%
SAF
155
Smith Anglin Financial
Texas
$3.25M +$1.18M +24,153 +57%
SAG
156
SageView Advisory Group
California
$3.25M -$174K -3,581 -5%
JC
157
JB Capital
Connecticut
$3.16M +$300K +6,168 +10%
CPIG
158
Chicago Partners Investment Group
Illinois
$3.15M +$1.04M +21,875 +50%
FPFS
159
First Personal Financial Services
North Carolina
$3.04M -$154K -3,172 -5%
ACM
160
Absolute Capital Management
Pennsylvania
$3.03M -$25.7K -528 -0.8%
FAIM
161
Financial Advocates Investment Management
Washington
$3.03M -$236K -4,846 -7%
PAG
162
Private Advisor Group
New Jersey
$3.01M -$20.1K -414 -0.7%
DCS
163
Destiny Capital Securities
Colorado
$2.99M +$2.99M +61,542 New
ANTB
164
AMG National Trust Bank
Colorado
$2.99M -$125K -2,560 -4%
PFM
165
Phillips Financial Management
Indiana
$2.96M +$56.7K +1,165 +2%
CTA
166
Chesley Taft & Associates
Illinois
$2.9M -$163K -3,355 -5%
OAM
167
Oppenheimer Asset Management
New York
$2.86M +$45.4K +934 +2%
OPWM
168
Oakwell Private Wealth Management
Texas
$2.81M -$104K -2,135 -4%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$2.79M +$500K +10,272 +22%
HighTower Advisors
170
HighTower Advisors
Illinois
$2.78M -$71.3K -1,466 -2%
APIM
171
Agate Pass Investment Management
Washington
$2.77M +$134K +2,761 +5%
NA
172
NewEdge Advisors
Louisiana
$2.74M +$46.4K +954 +2%
PPC
173
Park Place Capital
Alabama
$2.72M +$43.6K +896 +2%
SGI
174
Summit Global Investments
Utah
$2.65M -$3.72M -76,390 -58%
WT
175
Whittier Trust
California
$2.64M -$340K -6,985 -11%