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iShares 5-10 Year Investment Grade Corporate Bond ETF

484 hedge funds and large institutions have $7.03B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 143 increasing their positions, 211 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
-34
Holders Change %
-6.56%
% of All Funds
8.37%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.66%
New
41
Increased
143
Reduced
211
Closed
69
Calls
$1.24M
Puts
$473K
Net Calls
+$769K
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Shares
Change %
CF
201
Centaurus Financial
California
$1.1M -$2.55M -52,773 -70%
DSC
202
Duncker Streett & Co
Missouri
$1.1M
Luther King Capital Management (LKCM)
203
Luther King Capital Management (LKCM)
Texas
$1.1M -$1.49M
MM
204
Meridian Management
Arkansas
$1.1M +$3.33K +69 +0.3%
EAM
205
Eagle Asset Management
Florida
$1.05M -$5.55K -115 -0.5%
MIAN
206
Mariner Independent Advisor Network
Kansas
$1.03M -$13.3K -276 -1%
ECA
207
Elevated Capital Advisors
Utah
$1.03M +$1.03M +21,381 New
HPC
208
HM Payson & Co
Maine
$1.02M +$17.3K +359 +2%
OMC
209
Old Mission Capital
Illinois
$1.01M +$1.01M +20,996 New
VT
210
Vise Technologies
New York
$999K -$670K -13,874 -40%
BEI
211
Benjamin Edwards Inc
Missouri
$998K -$38K -786 -4%
SPIA
212
Steward Partners Investment Advisory
New York
$992K -$1.16M -23,977 -54%
GWM
213
GSB Wealth Management
Connecticut
$986K +$80K +1,658 +9%
WFAG
214
Wescott Financial Advisory Group
Pennsylvania
$967K +$428K +8,859 +79%
SFO
215
Standard Family Office
South Dakota
$966K +$966K +20,000 New
CFGS
216
Concourse Financial Group Securities
Alabama
$961K +$92.7K +1,920 +11%
AIP
217
Ameritas Investment Partners
Nebraska
$947K -$60.9K -1,263 -6%
BCM
218
Boltwood Capital Management
California
$933K +$5.56K +115 +0.6%
LNC
219
Lincoln National Corp
Pennsylvania
$929K -$303K -6,269 -25%
BWM
220
BerganKDV Wealth Management
Minnesota
$920K -$275K -5,688 -23%
FHA
221
First Horizon Advisors
Tennessee
$906K +$18.9K +392 +2%
State Street
222
State Street
Massachusetts
$892K -$3.28K -68 -0.4%
CPO
223
Cerity Partners OCIO
New York
$883K -$71.7K -1,485 -8%
PA
224
Probity Advisors
Texas
$873K -$28.1K -582 -3%
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$868K +$46.3K +959 +6%