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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.

New
Increased
Maintained
Reduced
Closed
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 %
MCA
126
Maryland Capital Advisors
Maryland
$174K +$174K +3,297 New
RFS
127
Richardson Financial Services
Massachusetts
$171K +$171K +3,244 New
CTC
128
Central Trust Company
Missouri
$157K +$157K +2,989 New
SWM
129
Spire Wealth Management
Virginia
$149K -$16.6K -322 -10%
ASN
130
Advisory Services Network
Georgia
$124K +$124K +2,358 New
PPC
131
Park Place Capital
Alabama
$115K
OSAM
132
O'Shaughnessy Asset Management
Connecticut
$86.1K -$337K -6,392 -80%
National Bank of Canada
133
National Bank of Canada
Quebec, Canada
$65K +$65K +1,244 New
PP
134
PrairieView Partners
Minnesota
$55K
CFD
135
Creative Financial Designs
Indiana
$49.1K -$580 -11 -1%
FFA
136
Founders Financial Alliance
North Carolina
$46.4K +$738 +14 +2%
SA
137
Scarborough Advisors
Maryland
$43K +$43K +816 New
GWM
138
Geneos Wealth Management
Colorado
$30.9K +$263 +5 +0.9%
RFG
139
REAP Financial Group
Texas
$28.6K +$28.6K +542 New
NMM
140
Naples Money Management
Florida
$26.3K +$26.3K +500 New
SPIA
141
Steward Partners Investment Advisory
New York
$25.3K -$295K -5,600 -92%
Citigroup
142
Citigroup
New York
$21.3K -$422 -8 -2%
PA
143
Parallel Advisors
California
$20K
EWA
144
EverSource Wealth Advisors
Alabama
$18.1K +$316 +6 +2%
NP
145
NorthRock Partners
Minnesota
$17.4K +$17.4K +330 New
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$16.2K
VWM
147
Venturi Wealth Management
Texas
$13.2K
BNP Paribas Financial Markets
148
BNP Paribas Financial Markets
France
$12.5K +$12K +228 +2,280%
HT
149
Headlands Technologies
Illinois
$12.3K +$12.3K +233 New
CHC
150
City Holding Co
West Virginia
$12.1K