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iShares 5-10 Year Investment Grade Corporate Bond ETF

395 hedge funds and large institutions have $4.56B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 138 increasing their positions, 129 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 42

10% more capital invested

Capital invested by funds: $4.16B → $4.56B (+$401M)

4% more funds holding

Funds holding: 381395 (+14)

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

1.96% more ownership

Funds ownership: 82.4%84.36% (+2%)

7% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 129

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $331K

Holders
395
Holders Change
+14
Holders Change %
+3.67%
% of All Funds
8.55%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.67%
New
59
Increased
138
Reduced
129
Closed
42
Calls
Puts
$331K
Net Calls
-$331K
Net Calls Change
-$331K
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
176
Luther King Capital Management (LKCM)
Texas
$1.15M
William Blair & Company
177
William Blair & Company
Illinois
$1.15M -$177K -3,293 -24%
HNB
178
Huntington National Bank
Ohio
$1.14M
ACM
179
Advisors Capital Management
New Jersey
$1.14M -$66.4K -1,236 -6%
Cetera Investment Advisers
180
Cetera Investment Advisers
Illinois
$1.13M -$472K -8,779 -30%
RC
181
Roundview Capital
New Jersey
$1.11M +$159K +2,958 +17%
LFG
182
LifePlan Financial Group
Ohio
$1.08M +$382K +7,111 +57%
AAM
183
Autus Asset Management
Arizona
$1.08M -$8.33K -155 -0.8%
OWP
184
Obermeyer Wealth Partners
Colorado
$1.07M -$1.07K -20 -0.1%
AA
185
Apriem Advisors
California
$1.02M -$113K -2,100 -10%
LF
186
Lee Financial
Texas
$1.01M -$126K -2,340 -11%
ASN
187
Advisory Services Network
Georgia
$1.01M -$846K -15,734 -46%
State Street
188
State Street
Massachusetts
$1M -$531K -9,884 -35%
FAM
189
Foothills Asset Management
Arizona
$997K -$16.6K -308 -2%
BHWM
190
Bay Harbor Wealth Management
Maryland
$992K +$325K +6,050 +51%
EAMA
191
EFG Asset Management (Americas)
Florida
$976K -$98.2K -1,826 -9%
CG
192
Colony Group
Massachusetts
$947K +$500K +9,307 +118%
BOTW
193
Bank of the West
California
$924K -$1.03M -19,202 -53%
MM
194
Meridian Management
Arkansas
$896K -$6.07M -112,851 -87%
TF
195
Trek Financial
Arizona
$868K -$18.2K -339 -2%
PFA
196
Pinnacle Family Advisors
Missouri
$860K +$838K +15,598 New
CWM
197
Calamos Wealth Management
Illinois
$839K -$261K -4,860 -24%
JIP
198
JBJ Investment Partners
South Carolina
$836K +$815K +15,160 New
BA
199
Belvedere Advisors
California
$836K +$816K +15,173 New
GWM
200
Geneos Wealth Management
Colorado
$834K +$28.5K +530 +4%