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iShares 5-10 Year Investment Grade Corporate Bond ETF

256 hedge funds and large institutions have $5.43B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 108 increasing their positions, 75 reducing their positions, and 20 closing their positions.

Holders
256
Holders Change
+21
Holders Change %
+8.94%
% of All Funds
6.83%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.59%
New
46
Increased
108
Reduced
75
Closed
20
Calls
$1.35M
Puts
$787K
Net Calls
+$558K
Net Calls Change
+$558K
Name Market Value Shares Shares
Change
Shares
Change %
LTI
1
Laffer Tengler Investments
Tennessee
-10,789 Closed
Wells Fargo
2
Wells Fargo
California
$606M 5,547,306 +246,389 +5%
Franklin Resources
3
Franklin Resources
California
$570M 5,216,153 -85,311 -2%
Bank of America
4
Bank of America
North Carolina
$194M 1,775,566 +336,203 +23%
Morgan Stanley
5
Morgan Stanley
New York
$179M 1,639,163 +155,919 +11%
CC
6
Curian Capital
Colorado
$167M 1,528,508 +23,934 +2%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$162M 1,479,011 +26,072 +2%
BlackRock
8
BlackRock
New York
$145M 1,322,516 +26,096 +2%
Goldman Sachs
9
Goldman Sachs
New York
$133M 1,214,834 +80,855 +7%
KeyBank National Association
10
KeyBank National Association
Ohio
$121M 1,106,424 +38,306 +4%
UBS Group
11
UBS Group
Switzerland
$113M 1,034,411 +1,034,411 New
Fidelity Investments
12
Fidelity Investments
Massachusetts
$103M 938,133 +206,658 +28%
AssetMark Inc
13
AssetMark Inc
California
$88.4M 808,252 +9,691 +1%
SMA
14
Simply Money Advisors
Ohio
$82.3M 752,652 -14,917 -2%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$82.1M 751,058 +27,254 +4%
BTS
16
BB&T Securities
Virginia
$81.2M 74,258 +62,722 +544%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$80.2M 733,218 +9,905 +1%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$78.8M 720,926 +554,821 +334%
Stifel Financial
19
Stifel Financial
Missouri
$47.9M 438,514 +98,793 +29%
CNB
20
City National Bank
California
$47.8M 437,480 +83,045 +23%
JIR
21
James Investment Research
Ohio
PAS
22
Park Avenue Securities
New York
$46.5M 425,531 +425,531 New
Barclays
23
Barclays
United Kingdom
$42.5M 389,435 +349,871 +884%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$41.4M 378,874 +33,043 +10%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$41M 374,955 +15,395 +4%