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iShares 1-5 Year Investment Grade Corporate Bond ETF

945 hedge funds and large institutions have $16.9B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 373 increasing their positions, 299 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
945
Holders Change
+62
Holders Change %
+7.02%
% of All Funds
12.58%
Holding in Top 10
81
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+26.56%
% of All Funds
1.08%
New
133
Increased
373
Reduced
299
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
251
NewEdge Advisors
Louisiana
$5.74M +$2.89M +55,928 +102%
CCA
252
Catalyst Capital Advisors
New York
$5.52M -$776K -15,000 -12%
MA
253
Mutual Advisors
Nebraska
$5.51M +$96.1K +1,855 +2%
DPI
254
Diversified Portfolios Inc
Michigan
$5.46M -$13.5K -261 -0.2%
IWC
255
Integrated Wealth Concepts
Massachusetts
$5.43M +$929K +17,977 +21%
SPA
256
Shore Point Advisors
New Jersey
$5.37M +$171K +3,311 +3%
HWAM
257
Hennion & Walsh Asset Management
New Jersey
$5.34M -$30.9K -598 -0.6%
BFG
258
Beacon Financial Group
Texas
$5.25M +$53.8K +1,041 +1%
ESL
259
Endurance Services Ltd
New York
$5.2M
KAS
260
Kestra Advisory Services
Texas
$5.19M -$6.05M -116,940 -54%
AIM
261
Aspen Investment Management
Michigan
$5.07M +$627K +12,137 +14%
SC
262
SouthState Corp
Florida
$4.99M -$508K -9,833 -9%
OWA
263
Outlook Wealth Advisors
Texas
$4.8M +$43.9K +849 +0.9%
PCA
264
Providence Capital Advisors
North Carolina
$4.77M +$54.4K +1,052 +1%
PWM
265
Pines Wealth Management
North Carolina
$4.77M +$4.77M +92,512 New
SPC
266
Sigma Planning Corp
Michigan
$4.76M +$42.2K +816 +0.9%
RF
267
RHS Financial
California
$4.72M -$139K -2,693 -3%
PRS
268
Pinkerton Retirement Specialists
Idaho
$4.72M -$139K -2,695 -3%
AWA
269
AmeriServ Wealth Advisors
Pennsylvania
$4.68M +$4.68M +90,560 New
JSL
270
JT Stratford LLC
Georgia
$4.68M +$2.02M +39,157 +76%
TLP
271
Trinity Legacy Partners
Texas
$4.56M -$185K -3,585 -4%
BSA
272
Bull Street Advisors
Georgia
$4.49M -$79.7K -1,500 -2%
CGA
273
Crescent Grove Advisors
Illinois
$4.4M -$99.8K -1,931 -2%
ASN
274
Advisory Services Network
Georgia
$4.29M +$2.47M +47,852 +136%
HCA
275
Heck Capital Advisors
Wisconsin
$4.24M +$3.4M +65,672 +404%