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iShares 5-10 Year Investment Grade Corporate Bond ETF

409 hedge funds and large institutions have $5.21B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 168 increasing their positions, 116 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 32

45% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 116

14% more capital invested

Capital invested by funds: $4.56B → $5.21B (+$654M)

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

4% more funds holding

Funds holding: 395409 (+14)

2.49% less ownership

Funds ownership: 84.36%81.87% (-2.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $228K

Holders
409
Holders Change
+14
Holders Change %
+3.54%
% of All Funds
8.88%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.72%
New
52
Increased
168
Reduced
116
Closed
32
Calls
Puts
$228K
Net Calls
-$228K
Net Calls Change
+$103K
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
176
Redhawk Wealth Advisors
Minnesota
$1.53M -$228K -4,116 -13%
AIM
177
Aspen Investment Management
Michigan
$1.49M +$22.2K +400 +2%
PA
178
Probity Advisors
Texas
$1.48M -$104K -1,866 -7%
CCM
179
Coe Capital Management
Illinois
$1.47M +$987K +17,780 +219%
WI
180
WrapManager Inc
California
$1.47M +$229K +4,134 +19%
PP
181
Palladium Partners
Virginia
$1.46M -$76.5K -1,378 -5%
CWS
182
Cypress Wealth Services
California
$1.43M +$1.39M +25,098 New
BCWM
183
Bartlett & Co Wealth Management
Ohio
$1.42M -$6.1K -110 -0.4%
BC
184
Bartlett & Co
Ohio
$1.42M -$6.1K -110 -0.4%
WTC
185
WhitTier Trust Company
Nevada
$1.42M -$27.7K -500 -2%
BHWM
186
Bay Harbor Wealth Management
Maryland
$1.41M +$372K +6,711 +37%
SW
187
SlateStone Wealth
Florida
$1.37M +$1.33M +24,028 New
EAM
188
Eagle Asset Management
Florida
$1.29M +$36.5K +657 +3%
DAS
189
Dynamic Advisor Solutions
Arizona
$1.28M +$574K +10,343 +86%
IUHSA
190
Itau Unibanco Holding S.A.
Brazil
$1.28M
WPIC
191
White Pine Investment Company
Michigan
$1.27M +$1.24M +22,301 New
Luther King Capital Management (LKCM)
192
Luther King Capital Management (LKCM)
Texas
$1.19M
CWM
193
Calamos Wealth Management
Illinois
$1.19M +$312K +5,621 +37%
HNB
194
Huntington National Bank
Ohio
$1.18M
Cetera Investment Advisers
195
Cetera Investment Advisers
Illinois
$1.17M +$1.61K +29 +0.1%
EAMA
196
EFG Asset Management (Americas)
Florida
$1.12M +$111K +2,000 +11%
AAM
197
Autus Asset Management
Arizona
$1.11M -$6.38K -115 -0.6%
TF
198
Trek Financial
Arizona
$1.09M +$193K +3,487 +22%
PFA
199
Pinnacle Family Advisors
Missouri
$1.06M +$171K +3,073 +20%
AA
200
Apriem Advisors
California
$1.05M -$5.55K -100 -0.5%