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iShares 10+ Year Investment Grade Corporate Bond ETF

142 hedge funds and large institutions have $1.11B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+14
Holders Change %
+10.94%
% of All Funds
2.29%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.18%
New
36
Increased
44
Reduced
38
Closed
20
Calls
$1.84M
Puts
$568K
Net Calls
+$1.27M
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
51
Boltwood Capital Management
California
$1.29M +$679K +13,645 +111%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$1.16M +$1.16M +23,295 New
Stifel Financial
53
Stifel Financial
Missouri
$1.08M +$749K +15,034 +224%
ACJ
54
Autonomy Capital (Jersey)
Jersey
$1.05M +$1.05M +21,001 New
CFGS
55
Concourse Financial Group Securities
Alabama
$1M +$25.5K +513 +3%
SAS
56
Sage Advisory Services
Texas
$805K +$110K +2,217 +16%
AAS
57
Avantax Advisory Services
Texas
$741K +$741K +14,881 New
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$736K -$131K -2,644 -15%
MML Investors Services
59
MML Investors Services
Massachusetts
$711K +$326K +6,552 +85%
OSAM
60
O'Shaughnessy Asset Management
Connecticut
$671K +$242K +4,859 +56%
CA
61
Cetera Advisors
Colorado
$652K +$652K +13,092 New
KWA
62
KCS Wealth Advisory
California
$618K -$154K -3,083 -20%
VFA
63
Voya Financial Advisors
Connecticut
$618K -$65.3K -1,297 -10%
MA
64
MCF Advisors
Kentucky
$541K +$541K +10,869 New
HWM
65
Horizons Wealth Management
North Carolina
$516K -$6.43K -129 -1%
Betterment LLC
66
Betterment LLC
New York
$483K -$51.8K -1,040 -10%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$436K -$2.95M -59,404 -87%
GM
68
GeoWealth Management
Illinois
$420K +$420K +8,426 New
SFA
69
Source Financial Advisors
New York
$420K +$420K +8,426 New
BAM
70
Belpointe Asset Management
Nevada
$366K -$747 -15 -0.2%
SIS
71
Sound Income Strategies
Florida
$334K -$6.17K -124 -2%
GWM
72
GSB Wealth Management
Connecticut
$329K +$59.7K +1,200 +22%
LSIA
73
LaSalle St. Investment Advisors
Illinois
$318K +$318K +6,388 New
CCA
74
Checchi Capital Advisers
California
$318K +$318K +6,377 New
WS
75
Wedbush Securities
California
$313K +$313K +6,294 New