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iShares 1-5 Year Investment Grade Corporate Bond ETF

897 hedge funds and large institutions have $17.6B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 265 increasing their positions, 401 reducing their positions, and 94 closing their positions.

Holders
897
Holders Change
-22
Holders Change %
-2.39%
% of All Funds
14.36%
Holding in Top 10
98
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.5%
% of All Funds
1.57%
New
93
Increased
265
Reduced
401
Closed
94
Calls
$1.02M
Puts
$2.61M
Net Calls
-$1.59M
Net Calls Change
-$472K
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
226
Creative Planning
Kansas
$6.06M 119,995 +8,071 +7%
FPGK
227
Financial Partners Group (Kansas)
Kansas
$6.02M 119,159 +32,497 +37%
PA
228
PFG Advisors
Arizona
$5.97M 118,052 +118,052 New
NCM
229
Nelson Capital Management
California
$5.91M 116,937 +116,937 New
CWM
230
Concentric Wealth Management
California
$5.85M 115,814 -13,215 -10%
IWC
231
Integrated Wealth Concepts
Massachusetts
$5.8M 114,786 +951 +0.8%
PWPCM
232
Perella Weinberg Partners Capital Management
New York
$5.71M 112,919 +15,031 +15%
RFC
233
Regions Financial Corp
Alabama
$5.68M 112,281 +10,870 +11%
WBG
234
Wharton Business Group
Pennsylvania
$5.51M 109,120 +4,330 +4%
WF
235
Welch & Forbes
Massachusetts
$5.5M 108,782 -35,627 -25%
PGFC
236
Peapack-Gladstone Financial Corp
New Jersey
$5.45M 107,749 -14,450 -12%
CTA
237
Chesley Taft & Associates
Illinois
$5.44M 107,667 -460 -0.4%
AIMU
238
Allianz Investment Management US
Minnesota
$5.39M 106,644 -17,500 -14%
IAN
239
Integrated Advisors Network
Texas
$5.39M 106,610 -50,486 -32%
MCP
240
Martin Capital Partners
Oregon
$5.38M 106,369 +2,333 +2%
MM
241
Main Management
California
$5.34M 105,613
FGA
242
Fortis Group Advisors
New Jersey
$5.31M 104,653 +104,653 New
HWAM
243
Hennion & Walsh Asset Management
New Jersey
$5.2M 102,961 +3,764 +4%
WAS
244
WESPAC Advisors SoCal
California
$5.13M 101,495 -575 -0.6%
SAM
245
SP Asset Management
California
$5.06M 100,160 +368 +0.4%
SFG
246
Sage Financial Group
Pennsylvania
$5.04M 99,817 -27,998 -22%
AAS
247
Avantax Advisory Services
Texas
$4.99M 98,754 +9,648 +11%
EL
248
EWA LLC
Pennsylvania
$4.98M 98,410 +98,410 New
BSA
249
Bull Street Advisors
Georgia
$4.92M 97,305 -975 -1%
APIM
250
Agate Pass Investment Management
Washington
$4.91M 97,052 -4,866 -5%