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iShares 5-10 Year Investment Grade Corporate Bond ETF

581 hedge funds and large institutions have $11.5B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 227 increasing their positions, 190 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
+25
Holders Change %
+4.5%
% of All Funds
8.41%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
0.74%
New
73
Increased
227
Reduced
190
Closed
44
Calls
$1.98M
Puts
$21K
Net Calls
+$1.96M
Net Calls Change
-$167K
Name Holding Trade Value Shares
Change
Shares
Change %
SSWM
176
Smith Salley Wealth Management
North Carolina
$4.18M +$181K +3,370 +5%
FIM
177
Freedom Investment Management
Connecticut
$4.08M -$232K -4,322 -5%
MCM
178
MV Capital Management
Maryland
$4.08M +$132K +2,462 +3%
FA
179
FDx Advisors
Illinois
$4.02M -$47.2K -878 -1%
WCWM
180
Wooster Corthell Wealth Management
Connecticut
$3.97M +$19.8K +368 +0.5%
EPP
181
ETF Portfolio Partners
Kansas
$3.88M -$351K -6,534 -8%
TPW
182
Transatlantique Private Wealth
New York
$3.87M -$60.5K -1,127 -2%
RWM
183
Revisor Wealth Management
Ohio
$3.82M -$450K -8,374 -11%
FAM
184
Forte Asset Management
New York
$3.82M -$750K -13,965 -16%
NGA
185
Naples Global Advisors
Florida
$3.81M +$1.07M +19,972 +39%
WA
186
Waverly Advisors
Alabama
$3.81M +$117K +2,179 +3%
Betterment LLC
187
Betterment LLC
New York
$3.81M +$2.44M +45,484 +179%
MPM
188
Meritage Portfolio Management
Kansas
$3.79M -$237K -4,414 -6%
RJT
189
Raymond James Trust
Florida
$3.75M +$1.7M +31,591 +83%
PW
190
Paladin Wealth
Minnesota
$3.71M +$3.71M +69,031 New
MFS
191
Mattson Financial Services
Michigan
$3.71M -$15.2K -297 -0.4%
CFAM
192
Center For Asset Management
Florida
$3.69M +$555K +10,331 +18%
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$3.49M +$2.91M +81,207 +500%
APIM
194
Agate Pass Investment Management
Washington
$3.43M +$43.8K +815 +1%
CTA
195
Chesley Taft & Associates
Illinois
$3.42M +$61.5K +1,145 +2%
ACA
196
Ackerman Capital Advisors
Texas
$3.42M +$81.5K +1,518 +2%
Citadel Advisors
197
Citadel Advisors
Florida
$3.42M +$3.42M +63,610 New
Corient Private Wealth
198
Corient Private Wealth
Florida
$3.41M +$1.81M +33,780 +114%
BCM
199
Becker Capital Management
Oregon
$3.36M -$2.85M -53,018 -46%
RMDI
200
R.M. Davis Inc
Maine
$3.29M -$153K -2,839 -4%