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iShares 1-5 Year Investment Grade Corporate Bond ETF

877 hedge funds and large institutions have $17.4B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 296 increasing their positions, 378 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-20
Holders Change %
-2.23%
% of All Funds
13.83%
Holding in Top 10
95
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.06%
% of All Funds
1.5%
New
65
Increased
296
Reduced
378
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
226
SevenBridge Financial Group
Pennsylvania
$6.02M -$264K -5,268 -4%
RCM
227
Rain Capital Management
Oregon
$5.99M -$2.21M -44,043 -27%
HWAM
228
Hennion & Walsh Asset Management
New Jersey
$5.98M +$811K +16,169 +16%
SWM
229
Stockman Wealth Management
Montana
$5.85M +$5.37M +107,036 +1,120%
PWPCM
230
Perella Weinberg Partners Capital Management
New York
$5.67M
WPC
231
White Pine Capital
Minnesota
$5.6M -$752K -14,980 -12%
TD Asset Management
232
TD Asset Management
Ontario, Canada
$5.51M -$2.06M -41,000 -27%
NAM
233
NTV Asset Management
West Virginia
$5.51M -$546K -10,877 -9%
IAN
234
Integrated Advisors Network
Texas
$5.45M +$101K +2,016 +2%
LIM
235
Leavell Investment Management
Alabama
$5.43M +$764K +15,229 +16%
WBG
236
Wharton Business Group
Pennsylvania
$5.42M -$51.9K -1,035 -0.9%
PAG
237
Private Advisor Group
New Jersey
$5.42M -$683K -13,590 -11%
CTA
238
Chesley Taft & Associates
Illinois
$5.32M -$84.8K -1,690 -2%
MM
239
Main Management
California
$5.3M
EL
240
EWA LLC
Pennsylvania
$5.24M +$306K +6,097 +6%
Betterment LLC
241
Betterment LLC
New York
$5.21M -$886K -17,661 -15%
RF
242
RHS Financial
California
$5.18M +$1.34M +26,786 +35%
PGFC
243
Peapack-Gladstone Financial Corp
New Jersey
$5.17M -$234K -4,656 -4%
WF
244
Welch & Forbes
Massachusetts
$5.17M -$289K -5,762 -5%
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$5.12M +$258K +5,142 +5%
MCP
246
Martin Capital Partners
Oregon
$5.1M -$235K -4,693 -4%
WAS
247
WESPAC Advisors SoCal
California
$5.04M -$56.9K -1,135 -1%
SFG
248
Sage Financial Group
Pennsylvania
$5.02M +$8.33K +166 +0.2%
RFC
249
Regions Financial Corp
Alabama
$5M -$635K -12,666 -11%
AWE
250
Avidian Wealth Enterprises
Texas
$4.96M -$2.97M -59,116 -37%