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iShares 10+ Year Investment Grade Corporate Bond ETF

146 hedge funds and large institutions have $1.31B invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 58 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+11
Holders Change %
+8.15%
% of All Funds
2.3%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
28
Increased
58
Reduced
29
Closed
16
Calls
$7.52M
Puts
$4.58M
Net Calls
+$2.93M
Net Calls Change
+$5.21M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
126
Endurance Wealth Management
Rhode Island
$7K -$7K -144 -50%
AA
127
Ancora Advisors
Ohio
$5.52K
NFSG
128
Newbridge Financial Services Group
Florida
$5.46K
RIA
129
Realta Investment Advisors
Delaware
$5.16K +$5.16K +100 New
CSC
130
Caldwell Sutter Capital
California
$4.74K +$4.74K +92 New
CIAS
131
Capital Investment Advisory Services
North Carolina
$4.18K
Simplex Trading
132
Simplex Trading
Illinois
$4K -$4.76K -100 -54%
S
133
SignatureFD
Georgia
$3.61K +$2.27K +44 +169%
PK
134
Pflug Koory
Nebraska
$3.45K
CP
135
Castleview Partners
Texas
$3.35K
NCM
136
Northwest Capital Management
Oregon
$3.15K +$3.15K +61 New
RG
137
Retirement Group
California
$2.73K
FFA
138
Farther Finance Advisors
California
$2.63K
TAM
139
Tucker Asset Management
Colorado
$2.37K -$979 -19 -29%
WWP
140
WR Wealth Planners
Missouri
$2.37K
DAM
141
Delta Asset Management
Tennessee
$1.75K
Fidelity Investments
142
Fidelity Investments
Massachusetts
$1.39K +$980 +19 +238%
AWM
143
Aspire Wealth Management
Massachusetts
$186
ACA
144
Aptus Capital Advisors
Alabama
$52
GWANC
145
Guardian Wealth Advisors (North Carolina)
North Carolina
$27
FEG
146
Fund Evaluation Group
Ohio
-$5K -89,640 Closed
Capstone Investment Advisors
147
Capstone Investment Advisors
New York
-$4.19M -80,000 Closed
BAM
148
Belpointe Asset Management
Nevada
-$377K -7,187 Closed
RF
149
RHS Financial
California
-$232K -4,421 Closed
C1AG
150
Client 1st Advisory Group
Florida
-$230K -4,398 Closed