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iShares 5-10 Year Investment Grade Corporate Bond ETF

381 hedge funds and large institutions have $4.16B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 92 increasing their positions, 164 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 35

9% more funds holding

Funds holding: 349381 (+32)

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

3.44% more ownership

Funds ownership: 78.96%82.4% (+3.4%)

23% less capital invested

Capital invested by funds: $5.37B → $4.16B (-$1.22B)

44% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 164

Holders
381
Holders Change
+32
Holders Change %
+9.17%
% of All Funds
8.49%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.67%
New
69
Increased
92
Reduced
164
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
176
Two Sigma Securities
New York
$1.1M +$670K +12,805 +158%
HNB
177
Huntington National Bank
Ohio
$1.09M
LF
178
Lee Financial
Texas
$1.08M -$95.5K -1,825 -8%
AA
179
Apriem Advisors
California
$1.08M -$52.3K -1,000 -5%
Luther King Capital Management (LKCM)
180
Luther King Capital Management (LKCM)
Texas
$1.07M
SIA
181
Strategic Investment Advisors
Michigan
$1.05M +$1.05M +20,091 New
CWM
182
Calamos Wealth Management
Illinois
$1.05M +$428K +8,175 +69%
AAM
183
Autus Asset Management
Arizona
$1.04M -$6.28K -120 -0.6%
EAMA
184
EFG Asset Management (Americas)
Florida
$1.02M +$53.9K +1,030 +6%
OWP
185
Obermeyer Wealth Partners
Colorado
$1.02M -$2.09K -40 -0.2%
WI
186
WrapManager Inc
California
$997K -$217K -4,154 -18%
RA
187
RFG Advisory
Alabama
$971K -$396K -7,563 -29%
FAM
188
Foothills Asset Management
Arizona
$964K -$222K -4,242 -19%
ATC
189
Argent Trust Co
Tennessee
$941K +$9.21K +176 +1%
CAN
190
Cetera Advisor Networks
California
$933K -$86.4K -1,652 -9%
RC
191
Roundview Capital
New Jersey
$905K
TF
192
Trek Financial
Arizona
$843K +$841K +16,078 New
PFPT
193
Pinnacle Financial Partners (Tennessee)
Tennessee
$779K +$46.5K +888 +6%
CC
194
Courier Capital
New York
$773K -$224K -4,280 -22%
GWM
195
Geneos Wealth Management
Colorado
$764K -$681K -13,024 -47%
Prudential Financial
196
Prudential Financial
New Jersey
$763K +$505K +9,654 +197%
Man Group
197
Man Group
United Kingdom
$762K -$1.37M -26,114 -64%
VFA
198
Voya Financial Advisors
Connecticut
$759K -$51.8K -990 -6%
HIS
199
Horizon Investment Services
Indiana
$738K -$221K -4,220 -23%
CS
200
Credit Suisse
Switzerland
$724K -$1.99M -38,000 -73%