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iShares 5-10 Year Investment Grade Corporate Bond ETF

230 hedge funds and large institutions have $3.88B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 19 closing their positions.

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
6.61%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.66%
New
19
Increased
87
Reduced
90
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$558M 5,068,076 -567,073 -10%
Franklin Resources
2
Franklin Resources
California
$527M 4,785,808 +4,785,808 New
Bank of America
3
Bank of America
North Carolina
$165M 1,496,376 +51,732 +4%
CSIA
4
Charles Schwab Investment Advisory
California
$162M 1,466,228 +75,382 +5%
Morgan Stanley
5
Morgan Stanley
New York
$161M 1,461,799 -117,136 -7%
CC
6
Curian Capital
Colorado
$153M 1,392,155 +622,962 +81%
BlackRock
7
BlackRock
New York
$141M 1,282,407 +24,736 +2%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$137M 1,246,593 -8,596 -0.7%
Goldman Sachs
9
Goldman Sachs
New York
$124M 1,121,738 +14,469 +1%
KeyBank National Association
10
KeyBank National Association
Ohio
$119M 1,076,159 +58,744 +6%
U
11
UBS
Switzerland
$94.5M 857,400 +66,560 +8%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$79.8M 724,634 +18,261 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$77.7M 705,228 +39,910 +6%
AssetMark Inc
14
AssetMark Inc
California
$72.8M 661,120 -98,823 -13%
SMA
15
Simply Money Advisors
Ohio
$68M 616,895 -7,428 -1%
EB
16
Eastern Bank
Massachusetts
$47M 426,278 +10,862 +3%
JIR
17
James Investment Research
Ohio
LPL Financial
18
LPL Financial
California
$38.2M 346,349 +189,197 +120%
CPO
19
Cerity Partners OCIO
New York
$36.4M 330,176 -94,547 -22%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$36.3M 329,020 +329,020 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$35.8M 324,718 +40,030 +14%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$35.5M 322,306 +51,784 +19%
HTC
23
Haverford Trust Company
Pennsylvania
$35.1M 318,367 +14,816 +5%
CNB
24
City National Bank
California
$35M 317,744 +74,716 +31%
BIM
25
BlackRock Investment Management
Delaware
$34.5M 312,685 +20,852 +7%