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iShares 5-10 Year Investment Grade Corporate Bond ETF

534 hedge funds and large institutions have $10.3B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 226 increasing their positions, 175 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
-14
Holders Change %
-2.55%
% of All Funds
7.74%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.59%
New
50
Increased
226
Reduced
175
Closed
54
Calls
$1.94M
Puts
Net Calls
+$1.94M
Net Calls Change
-$1.92M
Name Holding Trade Value Shares
Change
Shares
Change %
CTA
176
Chesley Taft & Associates
Illinois
$3.18M +$170K +3,285 +6%
Cambridge Investment Research Advisors
177
Cambridge Investment Research Advisors
Iowa
$3.14M -$282K -5,469 -8%
ACA
178
Ackerman Capital Advisors
Texas
$3.11M +$66.3K +1,284 +2%
ANTB
179
AMG National Trust Bank
Colorado
$3.04M -$6.45K -125 -0.2%
KPWS
180
Kestra Private Wealth Services
Texas
$3M +$234K +4,532 +8%
PFM
181
Phillips Financial Management
Indiana
$2.99M -$132K -2,553 -4%
NRI
182
NFP Retirement Inc
California
$2.94M +$493K +9,556 +20%
PPC
183
Park Place Capital
Alabama
$2.89M +$19.1K +370 +0.7%
FPFS
184
First Personal Financial Services
North Carolina
$2.87M -$225K -4,363 -7%
FWM
185
Forza Wealth Management
Florida
$2.69M -$102K -1,970 -4%
CWM
186
Calamos Wealth Management
Illinois
$2.64M -$10.1M -195,244 -79%
RB
187
Renasant Bank
Mississippi
$2.62M +$19.1K +370 +0.7%
SWA
188
Stratos Wealth Advisors
Ohio
$2.61M -$1.23M -23,889 -32%
SP
189
SWS Partners
Ohio
$2.59M +$48.5K +939 +2%
DG
190
DMC Group
Alabama
$2.55M +$477K +9,239 +23%
ACM
191
Absolute Capital Management
Pennsylvania
$2.53M -$19.8K -383 -0.8%
EDRH
192
Edmond de Rothschild Holding
Switzerland
$2.5M +$770K +14,928 +45%
SGI
193
Summit Global Investments
Utah
$2.37M +$2.74K +53 +0.1%
IFA
194
Interactive Financial Advisors
Illinois
$2.36M +$942K +18,257 +66%
CMP
195
Courage Miller Partners
Virginia
$2.36M
FTS
196
Fifth Third Securities
Ohio
$2.31M -$45.7K -885 -2%
MSWMA
197
Market Street Wealth Management Advisors
Indiana
$2.28M -$54.2K -1,051 -2%
NGA
198
Naples Global Advisors
Florida
$2.28M +$340K +6,585 +17%
COCM
199
Charter Oak Capital Management
New Hampshire
$2.26M +$2.26M +43,852 New
ASN
200
Advisory Services Network
Georgia
$2.26M +$514K +9,957 +29%