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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 %
AWE
251
Avidian Wealth Enterprises
Texas
$4.97M +$42.5K +852 +0.9%
CAWM
252
Capital Advisors Wealth Management
Washington
$4.89M +$696K +13,964 +17%
BWP
253
Bernardo Wealth Planning
Pennsylvania
$4.88M +$208K +4,183 +4%
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
$4.88M -$208K -4,167 -4%
PAG
255
Private Advisor Group
New Jersey
$4.84M -$537K -10,769 -10%
WAS
256
WESPAC Advisors SoCal
California
$4.83M -$176K -3,530 -4%
AIMU
257
Allianz Investment Management US
Minnesota
$4.82M
IPW
258
Impact Partnership Wealth
Georgia
$4.82M +$4.81M +96,512 +77,210%
DPI
259
Diversified Portfolios Inc
Michigan
$4.74M +$4.74M +95,181 New
Squarepoint
260
Squarepoint
New York
$4.63M +$4.63M +92,935 New
PWPCM
261
Perella Weinberg Partners Capital Management
New York
$4.63M -$999K -20,042 -18%
SPA
262
Shore Point Advisors
New Jersey
$4.61M +$268K +5,385 +6%
CTA
263
Chesley Taft & Associates
Illinois
$4.61M -$669K -13,435 -13%
RWIA
264
Roger Wittlin Investment Advisory
California
$4.57M -$52K -1,044 -1%
EW
265
Evoke Wealth
California
$4.57M +$4.57M +91,776 New
APIM
266
Agate Pass Investment Management
Washington
$4.53M -$178K -3,579 -4%
Betterment LLC
267
Betterment LLC
New York
$4.52M -$656K -13,173 -13%
CGA
268
Crescent Grove Advisors
Illinois
$4.5M +$4.1M +82,288 +1,031%
WF
269
Welch & Forbes
Massachusetts
$4.47M -$663K -13,300 -13%
BSA
270
Bull Street Advisors
Georgia
$4.43M -$352K -7,060 -7%
PCA
271
Providence Capital Advisors
North Carolina
$4.4M +$62K +1,245 +1%
FWM
272
Forza Wealth Management
Florida
$4.38M
PRS
273
Pinkerton Retirement Specialists
Idaho
$4.34M -$423K -8,479 -9%
IAN
274
Integrated Advisors Network
Texas
$4.31M -$1.1M -22,106 -20%
KAS
275
Kestra Advisory Services
Texas
$4.25M -$8.42M -168,955 -66%