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iShares 1-5 Year Investment Grade Corporate Bond ETF

869 hedge funds and large institutions have $16.9B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 278 increasing their positions, 378 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
869
Holders Change
-8
Holders Change %
-0.91%
% of All Funds
13.86%
Holding in Top 10
93
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.11%
% of All Funds
1.48%
New
74
Increased
278
Reduced
378
Closed
70
Calls
Puts
$34K
Net Calls
-$34K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Shares
Change %
HCP
226
Holt Capital Partners
Texas
$6.27M -$29.9K -600 -0.5%
CFMC
227
Curbstone Financial Management Corp
New Hampshire
$6.22M -$32.4K -650 -0.5%
SC
228
SouthState Corp
Florida
$6.02M -$7.92K -159 -0.1%
AAMC
229
Asset Allocation & Management Company
Illinois
$5.98M -$24.9M -500,000 -81%
LIM
230
Leavell Investment Management
Alabama
$5.95M +$557K +11,175 +10%
HWAM
231
Hennion & Walsh Asset Management
New Jersey
$5.87M -$66.2K -1,328 -1%
IWC
232
Integrated Wealth Concepts
Massachusetts
$5.86M -$150K -3,010 -2%
MAG
233
MRA Advisory Group
New Jersey
$5.76M -$1.04M -20,771 -15%
SFG
234
SevenBridge Financial Group
Pennsylvania
$5.75M -$225K -4,523 -4%
WBG
235
Wharton Business Group
Pennsylvania
$5.73M +$342K +6,855 +6%
Franklin Resources
236
Franklin Resources
California
$5.7M +$2.14M +43,042 +60%
Mirae Asset Global Investments
237
Mirae Asset Global Investments
South Korea
$5.68M -$349K -7,000 -6%
CWM
238
Concentric Wealth Management
California
$5.56M -$866K -17,380 -13%
EL
239
EWA LLC
Pennsylvania
$5.49M +$273K +5,466 +5%
TLP
240
Trinity Legacy Partners
Texas
$5.46M +$5.46M +109,533 New
WPC
241
White Pine Capital
Minnesota
$5.45M -$117K -2,356 -2%
AFG
242
ABLE Financial Group
Arizona
$5.38M +$629K +12,624 +13%
MM
243
Main Management
California
$5.26M
RFC
244
Regions Financial Corp
Alabama
$5.25M +$282K +5,663 +6%
Comerica Bank
245
Comerica Bank
Texas
$5.2M +$5.2M +104,353 New
PGFC
246
Peapack-Gladstone Financial Corp
New Jersey
$5.18M +$37.4K +750 +0.7%
EDRIA
247
Edmonds Duncan Registered Investment Advisors
Kansas
$5.17M -$903K -18,120 -15%
MCP
248
Martin Capital Partners
Oregon
$5.12M +$54.6K +1,095 +1%
RCA
249
Resonant Capital Advisors
Wisconsin
$4.99M -$2.35M -47,202 -32%
RCM
250
Rain Capital Management
Oregon
$4.98M -$972K -19,500 -16%