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iShares 10+ Year Investment Grade Corporate Bond ETF

179 hedge funds and large institutions have $1.59B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 22 closing their positions.

Holders
179
Holders Change
+27
Holders Change %
+17.76%
% of All Funds
2.62%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
50
Increased
48
Reduced
49
Closed
22
Calls
$9.9M
Puts
$2.89M
Net Calls
+$7.01M
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
51
Pinnacle Family Advisors
Missouri
$3.52M -$283K -5,365 -7%
GWM
52
GSB Wealth Management
Connecticut
$2.91M -$42.4K -805 -1%
CCA
53
Checchi Capital Advisers
California
$2.68M +$1.1M +20,954 +70%
IRC
54
Investors Research Corp
Georgia
$2.21M +$165K +3,136 +8%
RFC
55
Regions Financial Corp
Alabama
$2.09M
AC
56
Allstate Corporation
Illinois
$1.88M
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$1.88M +$1.84M +34,823 +3,926%
SFA
58
Source Financial Advisors
New York
$1.74M -$21.8K -414 -1%
GM
59
GeoWealth Management
Illinois
$1.74M -$21.8K -414 -1%
IWC
60
Integrated Wealth Concepts
Massachusetts
$1.72M +$391K +7,426 +29%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$1.7M +$157K +2,977 +10%
GC
62
GFG Capital
Florida
$1.62M +$1.62M +30,738 New
IDBONY
63
Israel Discount Bank of New York
New York
$1.48M -$57.9K -1,099 -4%
Jane Street
64
Jane Street
New York
$1.37M -$3.89M -73,853 -74%
CA
65
Cetera Advisors
Colorado
$1.35M +$881K +16,729 +190%
1WM
66
1900 Wealth Management
Texas
$1.34M -$1.1M -20,844 -45%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$1.23M
AWS
68
Atria Wealth Solutions
New York
$1.19M -$475K -9,016 -29%
AAS
69
Avantax Advisory Services
Texas
$1.12M -$20.7K -392 -2%
CFGS
70
Concourse Financial Group Securities
Alabama
$1.08M +$36.4K +691 +3%
FA
71
FDx Advisors
Illinois
$1M -$61.3K -1,164 -6%
BCP
72
Berkeley Capital Partners
Georgia
$993K +$993K +18,838 New
WS
73
Wedbush Securities
California
$979K -$28.7K -544 -3%
AWM
74
AE Wealth Management
Kansas
$904K +$141K +2,734 +18%
LA
75
LexAurum Advisors
Kansas
$851K +$184K +3,500 +28%