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iShares 1-5 Year Investment Grade Corporate Bond ETF

882 hedge funds and large institutions have $16B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 348 increasing their positions, 325 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
882
Holders Change
-28
Holders Change %
-3.08%
% of All Funds
12.78%
Holding in Top 10
76
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.43%
% of All Funds
1.1%
New
65
Increased
348
Reduced
325
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RC
226
Roundview Capital
New Jersey
$6.61M -$885K -17,249 -12%
AFG
227
ABLE Financial Group
Arizona
$6.41M +$501K +9,762 +8%
UB
228
UMB Bank
Missouri
$6.32M -$575K -11,220 -8%
SFG
229
SevenBridge Financial Group
Pennsylvania
$6.31M +$127K +2,492 +2%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$6.3M +$1.04M +20,230 +20%
PAG
231
Private Advisor Group
New Jersey
$6.03M -$37.4K -729 -0.6%
HWAM
232
Hennion & Walsh Asset Management
New Jersey
$6M -$310K -6,054 -5%
WWS
233
Wellington Wealth Strategies
Indiana
$5.92M +$5.92M +115,536 New
WBG
234
Wharton Business Group
Pennsylvania
$5.89M
MWA
235
Monograph Wealth Advisors
California
$5.82M +$4.04M +78,877 +228%
MMA
236
Miracle Mile Advisors
California
$5.81M +$5.32M +103,778 +1,089%
MAM
237
Meeder Asset Management
Ohio
$5.77M +$2.1M +41,047 +57%
SF
238
SWP Financial
California
$5.76M +$476K +9,320 +9%
RFC
239
Regions Financial Corp
Alabama
$5.75M +$164K +3,191 +3%
FA
240
FDx Advisors
Illinois
$5.75M -$162K -3,154 -3%
MM
241
Main Management
California
$5.69M +$337K +6,569 +6%
OAM
242
Oppenheimer Asset Management
New York
$5.68M +$199K +3,872 +4%
SC
243
SouthState Corp
Florida
$5.68M -$504K -9,834 -8%
RCA
244
Resonant Capital Advisors
Wisconsin
$5.68M +$155K +3,018 +3%
Betterment LLC
245
Betterment LLC
New York
$5.63M +$558K +10,874 +11%
CFMC
246
Curbstone Financial Management Corp
New Hampshire
$5.57M -$597K -11,650 -10%
Millennium Management
247
Millennium Management
New York
$5.54M +$4.09M +79,827 +284%
DPI
248
Diversified Portfolios Inc
Michigan
$5.43M +$458K +8,933 +9%
MA
249
Mutual Advisors
Nebraska
$5.42M +$392K +7,647 +8%
CIM
250
Confluence Investment Management
Missouri
$5.29M +$5.29M +103,124 New