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iShares 10+ Year Investment Grade Corporate Bond ETF

178 hedge funds and large institutions have $1.56B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-9
Holders Change %
-4.81%
% of All Funds
2.59%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
25
Increased
65
Reduced
53
Closed
31
Calls
$5.03M
Puts
$525K
Net Calls
+$4.5M
Net Calls Change
+$3.83M
Name Holding Trade Value Shares
Change
Shares
Change %
KFAA
26
Klaas Financial Asset Advisors
Illinois
$10.2M +$839K +16,768 +9%
FEG
27
Fund Evaluation Group
Ohio
$10.1M -$24.6M -122,467 -71%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$9.85M -$817K -16,333 -8%
HI
29
Horizon Investments
North Carolina
$9.49M +$261K +5,267 +3%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$8.74M +$2.82M +56,391 +48%
Kovitz Investment Group Partners
31
Kovitz Investment Group Partners
Illinois
$8.65M +$8.65M +172,538 New
AC
32
Allstate Corporation
Illinois
$8.55M
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$8.1M -$151K -3,010 -2%
SW
34
SlateStone Wealth
Florida
$7.92M -$616K -12,302 -7%
CWA
35
Carolina Wealth Advisors
South Carolina
$6.56M +$384K +7,666 +6%
EFM
36
Eley Financial Management
Vermont
$6.56M +$75K +1,498 +1%
KeyBank National Association
37
KeyBank National Association
Ohio
$6.46M +$962K +19,231 +18%
WAS
38
WESPAC Advisors SoCal
California
$6.03M +$1.57M +31,329 +35%
DC
39
Destiny Capital
Colorado
$5.31M +$164K +3,276 +3%
Invesco
40
Invesco
Georgia
$5.13M +$115K +2,293 +2%
HWAM
41
Hennion & Walsh Asset Management
New Jersey
$5.08M +$393K +7,853 +8%
Stifel Financial
42
Stifel Financial
Missouri
$4.67M +$543K +10,860 +13%
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$4.31M +$60.6K +1,211 +1%
Osaic Holdings
44
Osaic Holdings
Arizona
$4.27M +$567K +11,330 +15%
Capstone Investment Advisors
45
Capstone Investment Advisors
New York
$3.83M -$45K -900 -1%
PFA
46
Pinnacle Family Advisors
Missouri
$3.76M +$509K +10,175 +16%
IWC
47
Integrated Wealth Concepts
Massachusetts
$3.38M -$6.66K -133 -0.2%
GWM
48
GSB Wealth Management
Connecticut
$3.35M +$159K +3,187 +5%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$3.25M -$13.9M -277,546 -81%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$3.21M -$975K -19,488 -23%