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iShares 5-10 Year Investment Grade Corporate Bond ETF

235 hedge funds and large institutions have $4.62B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 115 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+5
Holders Change %
+2.17%
% of All Funds
6.82%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.67%
New
21
Increased
115
Reduced
73
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CG
176
Colony Group
Massachusetts
$466K +$422K +7,714 +964%
CBU
177
CIBC Bank USA
Illinois
$459K +$54.6K +1,000 +14%
LFG
178
LifePlan Financial Group
Ohio
$430K -$4.04K -74 -0.9%
LG
179
Laidlaw Group
New York
$415K
TWM
180
Torch Wealth Management
Ohio
$402K
PFS
181
Prospera Financial Services
Texas
$393K -$1.86K -34 -0.5%
FTIOP
182
Fiduciary Trust International of Pennsylvania
Pennsylvania
$366K +$91.9K +1,682 +34%
DWM
183
Destination Wealth Management
California
$359K -$57.7K -1,090 -14%
Kayne Anderson Rudnick Investment Management
184
Kayne Anderson Rudnick Investment Management
California
$345K
RC
185
Roundview Capital
New Jersey
$341K +$57.4K +1,050 +20%
CIBC World Market
186
CIBC World Market
Ontario, Canada
$338K -$196K -3,582 -37%
BUB
187
BBVA USA Bancshares
Texas
$335K +$335K +6,128 New
FNBOO
188
First National Bank of Omaha
Nebraska
$332K +$332K +6,070 New
TIM
189
Tortoise Investment Management
New York
$328K
MCWS
190
McKinley Carter Wealth Services
West Virginia
$321K
BOTW
191
Bank of the West
California
$319K -$97.4K -1,784 -23%
AWA
192
Arete Wealth Advisors
Illinois
$318K
VAM
193
Visionary Asset Management
Texas
$293K +$18.2K +334 +7%
RIA
194
Regal Investment Advisors
Michigan
$290K -$19.9K -364 -6%
JIC
195
Johnson Investment Counsel
Ohio
$290K +$52.9K +970 +22%
GHA
196
GW Henssler & Associates
Georgia
$283K -$21.8K -400 -7%
CWM
197
Concert Wealth Management
California
$275K -$6.98K -128 -2%
EAM
198
Evanson Asset Management
California
$265K
ECAM
199
East Coast Asset Management
Massachusetts
$258K -$90.3K -1,650 -26%
WF
200
Welch & Forbes
Massachusetts
$257K