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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 %
AIM
276
Aspen Investment Management
Michigan
$4.21M +$383K +7,689 +10%
SFG
277
Sage Financial Group
Pennsylvania
$4.1M -$884K -17,742 -18%
LPAM
278
Lodestar Private Asset Management
California
$4.08M -$807K -16,192 -17%
BNP Paribas Financial Markets
279
BNP Paribas Financial Markets
France
$4.03M +$3.99M +80,040 +9,264%
MA
280
Mutual Advisors
Nebraska
$4.03M -$42.2K -846 -1%
4WM
281
4J Wealth Management
Virginia
$3.95M -$911K -18,290 -19%
MWM
282
MTC Wealth Management
Florida
$3.88M -$5.2M -104,320 -57%
SAM
283
SP Asset Management
California
$3.86M -$685K -13,750 -15%
PA
284
Probity Advisors
Texas
$3.86M -$107K -2,154 -3%
B
285
Barings
North Carolina
$3.83M
HPC
286
HM Payson & Co
Maine
$3.83M
IDA
287
Intelligence Driven Advisers
California
$3.72M -$363K -7,321 -9%
GVAG
288
Great Valley Advisor Group
Delaware
$3.68M -$45.6K -915 -1%
CCT
289
Capital City Trust
Florida
$3.67M -$80.7K -1,620 -2%
RA
290
RFG Advisory
Alabama
$3.61M +$2.42M +48,574 +203%
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$3.6M +$1.34M +26,834 +59%
JWS
292
Juncture Wealth Strategies
Arizona
$3.58M -$192K -3,855 -5%
RG
293
Rathbones Group
United Kingdom
$3.54M +$334K +6,710 +10%
Bank Julius Baer & Co
294
Bank Julius Baer & Co
Switzerland
$3.53M +$657K +13,188 +23%
HCM
295
Hollencrest Capital Management
California
$3.52M -$330K -6,621 -9%
NAM
296
NTV Asset Management
West Virginia
$3.5M -$1.97M -39,442 -36%
WFA
297
Wellspring Financial Advisors
Ohio
$3.49M +$5.78K +116 +0.2%
BF
298
BOK Financial
Oklahoma
$3.49M -$46K -927 -1%
SWP
299
Stratos Wealth Partners
Ohio
$3.47M +$44.6K +896 +1%
OIA
300
OneDigital Investment Advisors
Kansas
$3.35M +$702K +14,079 +26%