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iShares 1-5 Year Investment Grade Corporate Bond ETF

910 hedge funds and large institutions have $16.8B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 266 increasing their positions, 381 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+41
Holders Change %
+4.72%
% of All Funds
13.34%
Holding in Top 10
83
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.75%
% of All Funds
1.22%
New
132
Increased
266
Reduced
381
Closed
74
Calls
$215K
Puts
Net Calls
+$215K
Net Calls Change
+$249K
Name Holding Trade Value Shares
Change
Shares
Change %
HCP
226
Holt Capital Partners
Texas
$6.64M +$190K +3,700 +3%
NSG
227
Nalls Sherbakoff Group
Tennessee
$6.38M -$290K -5,660 -4%
HWAM
228
Hennion & Walsh Asset Management
New Jersey
$6.31M +$269K +5,248 +4%
MAG
229
MRA Advisory Group
New Jersey
$6.3M +$370K +7,212 +6%
SFG
230
SevenBridge Financial Group
Pennsylvania
$6.21M +$292K +5,691 +5%
Mirae Asset Global Investments
231
Mirae Asset Global Investments
South Korea
$6.2M +$357K +6,967 +6%
SC
232
SouthState Corp
Florida
$6.18M -$7.49K -146 -0.1%
CFMC
233
Curbstone Financial Management Corp
New Hampshire
$6.17M -$236K -4,600 -4%
BWP
234
Bernardo Wealth Planning
Pennsylvania
$6.11M +$1.08M +21,090 +22%
PAG
235
Private Advisor Group
New Jersey
$6.07M +$1.09M +21,308 +22%
FA
236
FDx Advisors
Illinois
$5.91M -$1.57M -30,708 -21%
AFG
237
ABLE Financial Group
Arizona
$5.91M +$376K +7,325 +7%
WBG
238
Wharton Business Group
Pennsylvania
$5.89M
EDRH
239
Edmond de Rothschild Holding
Switzerland
$5.82M -$3.52M -68,727 -38%
TLP
240
Trinity Legacy Partners
Texas
$5.75M +$135K +2,638 +2%
RFC
241
Regions Financial Corp
Alabama
$5.59M +$191K +3,734 +4%
PWPCM
242
Perella Weinberg Partners Capital Management
New York
$5.56M +$800K +15,608 +17%
RCA
243
Resonant Capital Advisors
Wisconsin
$5.52M +$392K +7,646 +8%
OAM
244
Oppenheimer Asset Management
New York
$5.48M +$4.48M +87,307 +444%
WT
245
Whittier Trust
California
$5.37M -$3.19M -62,242 -37%
MM
246
Main Management
California
$5.36M -$60.5K -1,180 -1%
BFG
247
Beacon Financial Group
Texas
$5.35M +$2.05M +39,886 +62%
SF
248
SWP Financial
California
$5.31M +$5.31M +103,492 New
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$5.26M +$1.56M +30,505 +42%
ESL
250
Endurance Services Ltd
New York
$5.16M +$5.16M +100,582 New