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iShares 5-10 Year Investment Grade Corporate Bond ETF

226 hedge funds and large institutions have $3.5B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+14
Holders Change %
+6.6%
% of All Funds
6.56%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.64%
New
33
Increased
73
Reduced
89
Closed
14
Calls
$10.8M
Puts
$432K
Net Calls
+$10.4M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CB
201
Chemical Bank
Michigan
$215K
HighTower Advisors
202
HighTower Advisors
Illinois
$204K -$1.51K -28 -0.7%
PI
203
PineBridge Investments
New York
$202K -$1.44M -26,552 -88%
Creative Planning
204
Creative Planning
Kansas
$201K +$179K +3,320 +814%
CCM
205
Chilton Capital Management
Texas
$183K
RFA
206
Reilly Financial Advisors
California
$179K -$10.8K -200 -6%
PSUF
207
People's United Financial
Connecticut
$167K
ECM
208
ETrade Capital Management
Virginia
$165K +$51K +944 +45%
M&T Bank
209
M&T Bank
New York
$143K +$73.8K +1,374 +107%
HDIM
210
Hanson & Doremus Investment Management
Vermont
$109K
CWM
211
Cranbrook Wealth Management
Michigan
$105K +$105K +1,944 New
WA
212
WFG Advisors
Texas
$98K +$96.2K +1,778 +5,229%
FAM
213
Formidable Asset Management
Ohio
$76K -$5.47K -100 -7%
FWM
214
Focused Wealth Management
New York
$68K +$107 +2 +0.2%
SMG
215
Spectrum Management Group
Indiana
$66K +$66K +1,218 New
PTC
216
Private Trust Company
Ohio
$62K -$24K -446 -28%
SCG
217
Strategic Capital Group
Washington
$48K -$1.35M -24,998 -97%
CEMP
218
Compass Efficient Model Portfolios
Tennessee
$47K -$152K -2,824 -76%
HI
219
Hudock Inc
Pennsylvania
$33K
PIA
220
Piedmont Investment Advisors
North Carolina
$25.9K
GI
221
Gradient Investments
Minnesota
$18K +$18K +336 New
OIA
222
Optimum Investment Advisors
Illinois
$16K
MAM
223
Mizuho Asset Management
Japan
$16K
WRM
224
Westport Resources Management
Connecticut
$9K
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$8K -$35.9K -628 -82%