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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 %
NA
151
NewEdge Advisors
Louisiana
$11.2K -$254K -4,823 -96%
PTC
152
Private Trust Company
Ohio
$9.22K
EWM
153
EPG Wealth Management
Georgia
$9.17K -$451 -9 -5%
S
154
SignatureFD
Georgia
$8.8K
CSC
155
Caldwell Sutter Capital
California
$8.8K
KA
156
Kozak & Associates
Colorado
$8.56K +$52 +1 +0.6%
NS
157
NBC Securities
Alabama
$8K -$6.54K -125 -45%
GI
158
Gradient Investments
Minnesota
$7.17K
LFA
159
LGT Financial Advisors
Texas
$6.19K +$106 +2 +2%
HGERS
160
Householder Group Estate & Retirement Specialist
Arizona
$6K +$6K +127 New
NEAM
161
New England Asset Management
Connecticut
$5.27K
CG
162
Cutler Group
California
$5K
FHA
163
First Horizon Advisors
Tennessee
$4.81K +$4.81K +91 New
IGWM
164
ICA Group Wealth Management
Colorado
$4.58K +$4.58K +87 New
CIAS
165
Capital Investment Advisory Services
North Carolina
$4.27K
CP
166
Castleview Partners
Texas
$3.43K
NCM
167
Northwest Capital Management
Oregon
$3.21K
RG
168
Retirement Group
California
$2.79K
FFA
169
Farther Finance Advisors
California
$2.69K
IPW
170
Impact Partnership Wealth
Georgia
$2.56K +$105 +2 +4%
DAM
171
Delta Asset Management
Tennessee
$1.79K
DFA
172
DHJJ Financial Advisors
Illinois
$1.74K
William Blair & Company
173
William Blair & Company
Illinois
$948 -$316 -6 -25%
IA
174
IFP Advisors
Florida
$211 +$211 +4 New
AWM
175
Aspire Wealth Management
Massachusetts
$195