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iShares 5-10 Year Investment Grade Corporate Bond ETF

621 hedge funds and large institutions have $11.8B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 267 increasing their positions, 163 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+40
Holders Change %
+6.88%
% of All Funds
8.27%
Holding in Top 10
52
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.96%
% of All Funds
0.69%
New
91
Increased
267
Reduced
163
Closed
37
Calls
$1.24M
Puts
$299K
Net Calls
+$942K
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
176
Freedom Investment Management
Connecticut
$4.3M +$390K +7,564 +10%
MCM
177
MV Capital Management
Maryland
$4.29M +$378K +7,338 +10%
NGA
178
Naples Global Advisors
Florida
$4.29M +$633K +12,289 +17%
LFASL
179
Lugano Financial Advisors SA (LFA)
Switzerland
$4.26M +$37.8K +734 +0.9%
PWP
180
Prasad Wealth Partners
Ohio
$4.26M +$4.26M +82,752 New
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$4.26M +$656K +17,738 +18%
CSB
182
City State Bank
Iowa
$4.22M +$137K +2,660 +3%
RFS
183
Retirement Financial Solutions
Tennessee
$4.1M -$167K -3,233 -4%
WA
184
Waverly Advisors
Alabama
$4.08M +$423K +8,207 +12%
SSWM
185
Smith Salley Wealth Management
North Carolina
$4.08M +$65.3K +1,268 +2%
UB
186
UMB Bank
Missouri
$4.04M -$499K -9,690 -11%
JIR
187
James Investment Research
Ohio
$3.97M -$1.93M -37,374 -33%
MPM
188
Meritage Portfolio Management
Kansas
$3.9M +$267K +5,183 +7%
BFA
189
Brown Financial Advisors
Ohio
$3.89M -$717K -13,914 -16%
FAM
190
Forte Asset Management
New York
$3.83M +$176K +3,408 +5%
WCWM
191
Wooster Corthell Wealth Management
Connecticut
$3.82M +$12.8K +248 +0.3%
Mercer Global Advisors
192
Mercer Global Advisors
Colorado
$3.78M -$956K -18,553 -20%
TPW
193
Transatlantique Private Wealth
New York
$3.72M +$5.1K +99 +0.1%
SIM
194
Stratos Investment Management
Ohio
$3.64M +$1.46M +28,319 +67%
CA
195
CoreCap Advisors
Michigan
$3.57M +$655K +12,720 +22%
KWM
196
Kingsview Wealth Management
Oregon
$3.54M +$1.15M +22,275 +48%
VT
197
Vise Technologies
New York
$3.52M +$643K +12,484 +22%
BCM
198
Becker Capital Management
Oregon
$3.4M +$186K +3,609 +6%
APIM
199
Agate Pass Investment Management
Washington
$3.34M +$46.8K +909 +1%
ACA
200
Ackerman Capital Advisors
Texas
$3.3M +$22.5K +437 +0.7%