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iShares 5-10 Year Investment Grade Corporate Bond ETF

522 hedge funds and large institutions have $9.4B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 197 increasing their positions, 175 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+23
Holders Change %
+4.61%
% of All Funds
8.23%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.69%
New
55
Increased
197
Reduced
175
Closed
29
Calls
$1.57M
Puts
$621K
Net Calls
+$947K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Shares
Change %
GL
201
Graypoint LLC
New York
$1.68M -$212K -4,185 -11%
AWA
202
Arete Wealth Advisors
Illinois
$1.66M -$598K -11,834 -27%
SWG
203
Summit Wealth Group
Vermont
$1.66M -$53.7M -1,061,710 -97%
DP
204
Dearborn Partners
Illinois
$1.65M -$82.9K -1,640 -5%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$1.65M +$1.52M +30,033 +1,164%
NGA
206
Naples Global Advisors
Florida
$1.63M +$81K +1,601 +5%
VT
207
Vise Technologies
New York
$1.63M +$262K +5,185 +19%
PFA
208
Pinnacle Family Advisors
Missouri
$1.51M +$8.29K +164 +0.6%
AIP
209
Ameritas Investment Partners
Nebraska
$1.51M -$29.6K -585 -2%
NCM
210
Northwest Capital Management
Oregon
$1.48M -$12.4K -246 -0.8%
B
211
Bellecapital
Switzerland
$1.47M +$1.47M +29,130 New
LCGC
212
Legacy Capital Group California
California
$1.47M -$38K -751 -3%
ASN
213
Advisory Services Network
Georgia
$1.38M +$163K +3,225 +13%
LBC
214
Lowe Brockenbrough & Co
Virginia
$1.34M -$71.8K -1,420 -5%
Mercer Global Advisors
215
Mercer Global Advisors
Colorado
$1.33M -$93.2K -1,843 -7%
TFA
216
Transamerica Financial Advisors
Florida
$1.33M -$109K -2,150 -8%
AF
217
Advisornet Financial
Minnesota
$1.32M +$1.22M +24,083 +1,157%
TIA
218
Tiemann Investment Advisors
California
$1.3M +$45.6K +902 +4%
DG
219
DMC Group
Alabama
$1.3M +$30.7K +607 +2%
PCM
220
Parsons Capital Management
Rhode Island
$1.3M +$12.3K +244 +1%
Barclays
221
Barclays
United Kingdom
$1.29M
BP
222
Ballentine Partners
Massachusetts
$1.26M +$38.5K +762 +3%
4WM
223
4J Wealth Management
Virginia
$1.25M
SWM
224
Seed Wealth Management
Illinois
$1.25M +$1.25M +24,700 New
PCA
225
Peddock Capital Advisors
Massachusetts
$1.24M +$454K +8,977 +58%