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iShares 10+ Year Investment Grade Corporate Bond ETF

114 hedge funds and large institutions have $1.36B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+18
Holders Change %
+18.75%
% of All Funds
2.25%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
29
Increased
52
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
76
Next Financial Group
Texas
$188K +$1.27K +19 +0.7%
RIA
77
Realta Investment Advisors
Delaware
$161K +$153K +2,295 +1,913%
LFG
78
LifePlan Financial Group
Ohio
$135K
GWM
79
Geneos Wealth Management
Colorado
$78K +$61.2K +915 +363%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$75K +$6.16K +92 +9%
CFGS
81
Concourse Financial Group Securities
Alabama
$66K +$66K +989 New
TFGT
82
TS Financial Group (TSFG)
Illinois
$58K
TWP
83
TFO Wealth Partners
Ohio
$57K +$57K +868 New
TWA
84
TCI Wealth Advisors
Arizona
$52K
AIP
85
Ameritas Investment Partners
Nebraska
$44K -$1.59K -24 -3%
AF
86
Allworth Financial
California
$42K
VCS
87
Vaughan & Co Securities
New Jersey
$32.9K +$32.9K +493 New
APA
88
American Portfolios Advisors
New York
$25K +$17K +255 +213%
AF
89
Advisornet Financial
Minnesota
$25K -$1.27K -19 -5%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$25K
WQ
91
Wealth Quarterback
New Jersey
$21.7K +$21.7K +326 New
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$18K +$8.4K +127 +88%
RG
93
Retirement Group
California
$18K +$18K +267 New
FIB
94
First Interstate Bank
Montana
$16K
William Blair & Company
95
William Blair & Company
Illinois
$14K +$14K +215 New
SFS
96
Sowell Financial Services
Arkansas
$12K +$8.29K +125 +223%
WP
97
WealthShield Partners
North Carolina
$12K +$12K +177 New
VRM
98
Vectors Research Management
New York
$12K +$12K +186 New
VCM
99
Vigilant Capital Management
Maine
$7K
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7K +117 New