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iShares 5-10 Year Investment Grade Corporate Bond ETF

235 hedge funds and large institutions have $4.62B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 115 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+5
Holders Change %
+2.17%
% of All Funds
6.82%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.67%
New
21
Increased
115
Reduced
73
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
YP
201
Yellowstone Partners
Idaho
$246K +$438 +8 +0.2%
ST
202
Stifel Trust
Missouri
$242K -$35.7K -650 -13%
RCAG
203
Rehmann Capital Advisory Group
Michigan
$240K +$109 +2 +0%
CB
204
Chemical Bank
Michigan
$235K +$15.9K +290 +7%
SSWM
205
Sheets Smith Wealth Management
North Carolina
$230K
RJT
206
Raymond James Trust
Florida
$226K -$17.6K -322 -7%
RFC
207
Regions Financial Corp
Alabama
$210K
RFA
208
Reilly Financial Advisors
California
$177K
NES
209
New England Securities
New York
$147K +$16.7K +306 +13%
PTC
210
Private Trust Company
Ohio
$136K -$9.2K -168 -6%
Creative Planning
211
Creative Planning
Kansas
$135K +$105K +1,924 +351%
HDIM
212
Hanson & Doremus Investment Management
Vermont
$111K
CWM
213
Cranbrook Wealth Management
Michigan
$106K +$109 +2 +0.1%
CLOS
214
Compagnie Lombard Odier SCmA
Switzerland
$82K
WA
215
WFG Advisors
Texas
$78K -$10.8K -198 -12%
FAM
216
Formidable Asset Management
Ohio
$76K
FWM
217
Focused Wealth Management
New York
$70K +$110 +2 +0.2%
NFG
218
Next Financial Group
Texas
$52K +$52K +944 New
WTB
219
Washington Trust Bank
Washington
$49K +$49K +900 New
FNBT
220
FineMark National Bank & Trust
Florida
$40K +$11K +200 +38%
BRWM
221
B. Riley Wealth Management
Tennessee
$37K +$108 +2 +0.3%
AllianceBernstein
222
AllianceBernstein
Tennessee
$31K -$31K -560 -50%
SSB
223
Sandy Spring Bank
Maryland
$31K +$31K +560 New
EAMA
224
EFG Asset Management (Americas)
Florida
$30K +$30K +522 New
PIA
225
Piedmont Investment Advisors
North Carolina
$26.2K