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iShares 1-5 Year Investment Grade Corporate Bond ETF

892 hedge funds and large institutions have $18.1B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 414 increasing their positions, 262 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
+5
Holders Change %
+0.56%
% of All Funds
15.71%
Holding in Top 10
109
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.39%
% of All Funds
1.92%
New
80
Increased
414
Reduced
262
Closed
67
Calls
$541K
Puts
Net Calls
+$541K
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
226
Pointe Capital Management
Michigan
$6.84M +$191K +3,490 +3%
TNBTD
227
Trustmark National Bank Trust Department
Mississippi
$6.8M -$43.8K -801 -0.6%
WF
228
Williams Financial
Vermont
$6.79M +$253K +4,627 +4%
GM
229
GeoWealth Management
Illinois
$6.77M -$115K -2,095 -2%
PA
230
Probity Advisors
Texas
$6.75M +$6.75M +123,385 New
OAP
231
One Advisory Partners
Kansas
$6.74M +$1.69M +30,824 +33%
OPS
232
Orion Portfolio Solutions
Nebraska
$6.66M +$557K +10,190 +9%
CWM
233
Concentric Wealth Management
California
$6.61M +$1.98M +36,231 +43%
ANTB
234
AMG National Trust Bank
Colorado
$6.56M +$51.9K +949 +0.8%
FPGK
235
Financial Partners Group (Kansas)
Kansas
$6.49M -$126K -2,313 -2%
NAM
236
NorthCoast Asset Management
Connecticut
$6.48M +$5.13M +93,846 +380%
CWS
237
Cypress Wealth Services
California
$6.48M +$121K +2,209 +2%
SC
238
SouthState Corp
Florida
$6.31M +$523K +9,571 +9%
SHIM
239
Stone House Investment Management
Pennsylvania
$6.2M
AP
240
Advisors Preferred
Maryland
$6.16M -$921K -16,870 -13%
LOPW
241
Live Oak Private Wealth
North Carolina
$6.09M +$285K +5,211 +5%
CPIG
242
Chicago Partners Investment Group
Illinois
$6.08M +$2.99M +54,543 +96%
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$6.04M +$746K +13,652 +14%
LG
244
LaFleur & Godfrey
Michigan
$6.04M +$2.22M +40,550 +58%
CCT
245
Capital City Trust
Florida
$5.96M -$75.6K -1,383 -1%
PFP
246
Pinnacle Financial Partners
Tennessee
$5.91M +$206K +3,753 +4%
PT
247
Plimoth Trust
Massachusetts
$5.85M +$1.14M +20,765 +24%
SFA
248
Semmax Financial Advisors
North Carolina
$5.78M +$695K +12,705 +14%
SMG
249
Spectrum Management Group
Indiana
$5.71M +$1.08M +19,671 +23%
PBO
250
Peoples Bank (Ohio)
Ohio
$5.71M -$1.62M -29,636 -22%