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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 %
Lido Advisors
201
Lido Advisors
California
$3.26M +$622K +12,066 +24%
DG
202
DMC Group
Alabama
$3.24M +$163K +3,158 +5%
Cambridge Investment Research Advisors
203
Cambridge Investment Research Advisors
Iowa
$3.21M +$679K +13,174 +27%
CTA
204
Chesley Taft & Associates
Illinois
$3.21M -$72.8K -1,414 -2%
PSCM
205
Per Stirling Capital Management
Texas
$3.18M +$1.6M +31,141 +102%
SP
206
SWS Partners
Ohio
$3.17M +$788K +15,291 +33%
Betterment LLC
207
Betterment LLC
New York
$3.16M -$497K -9,645 -14%
MFS
208
Mattson Financial Services
Michigan
$3.14M -$741K -13,799 -19%
OC
209
Oppenheimer & Co
New York
$3.08M +$639K +12,396 +26%
CFAM
210
Center For Asset Management
Florida
$3.07M -$476K -9,239 -13%
BTI
211
Blue Trust Inc
Georgia
$3.04M +$198K +3,844 +7%
ANTB
212
AMG National Trust Bank
Colorado
$2.99M +$19.3K +375 +0.7%
AR
213
Advisory Research
Illinois
$2.98M
IAA
214
Independent Advisor Alliance
North Carolina
$2.96M +$2.96M +57,536 New
PW
215
Paladin Wealth
Minnesota
$2.94M -$618K -12,004 -17%
RMDI
216
R.M. Davis Inc
Maine
$2.91M -$249K -4,838 -8%
EP
217
Essential Planning
New Hampshire
$2.85M +$2.85M +54,156 New
NRI
218
NFP Retirement Inc
California
$2.78M
IDBONY
219
Israel Discount Bank of New York
New York
$2.78M -$227K -4,407 -8%
WSFS
220
Wilmington Savings Fund Society
Delaware
$2.64M +$138K +2,670 +6%
CWM
221
Calamos Wealth Management
Illinois
$2.62M +$1.03M +19,914 +64%
PFM
222
Phillips Financial Management
Indiana
$2.58M -$64.6K -1,254 -2%
AWA
223
AmeriServ Wealth Advisors
Pennsylvania
$2.55M +$2.55M +49,521 New
SAM
224
Strive Asset Management
Ohio
$2.54M +$2.54M +49,220 New
BA
225
Bridgewater Advisors
New York
$2.53M +$2.53M +49,799 New