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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 %
GWM
276
GSB Wealth Management
Connecticut
$4.22M +$108K +2,093 +3%
KFP
277
KMG Fiduciary Partners
Ohio
$4.2M +$249K +4,823 +6%
TW
278
Trajan Wealth
Arizona
$4.12M +$446K +8,635 +12%
BCM
279
Boltwood Capital Management
California
$4.06M +$34.9K +675 +0.9%
William Blair & Company
280
William Blair & Company
Illinois
$4.05M +$694K +13,425 +21%
IP
281
Investment Partners
Ohio
$4.04M +$471K +9,102 +13%
DWM
282
Diversify Wealth Management
Utah
$4.03M +$108K +2,086 +3%
YIA
283
YHB Investment Advisors
Connecticut
$4.02M +$1.89M +36,640 +89%
GCA
284
Gradient Capital Advisors
California
$4.01M +$688K +13,298 +21%
HPC
285
HM Payson & Co
Maine
$3.96M
Comerica Bank
286
Comerica Bank
Texas
$3.96M -$889K -17,188 -18%
WF
287
Welch & Forbes
Massachusetts
$3.94M -$151K -2,921 -4%
NFG
288
Nations Financial Group
Iowa
$3.91M +$167K +3,230 +4%
T
289
Tableaux
Massachusetts
$3.91M +$3.91M +75,542 New
CTA
290
Chesley Taft & Associates
Illinois
$3.9M -$293K -5,675 -7%
AAS
291
Avantax Advisory Services
Texas
$3.85M +$58.1K +1,124 +2%
LAMC
292
Longview Asset Management (California)
California
$3.85M +$3.85M +74,446 New
FFN
293
Focus Financial Network
Minnesota
$3.83M +$136K +2,630 +4%
AF
294
Amara Financial
California
$3.82M -$278K -5,375 -7%
APIM
295
Agate Pass Investment Management
Washington
$3.81M -$43.8K -848 -1%
JWBC
296
J.W. Burns & Co
New York
$3.75M +$1.05M +20,215 +39%
UBV
297
United Bank (Virginia)
Virginia
$3.74M +$253K +4,884 +7%
AC
298
Apella Capital
Connecticut
$3.73M +$253K +4,890 +7%
LPAM
299
Lodestar Private Asset Management
California
$3.73M +$209K +4,040 +6%
CCT
300
Capital City Trust
Florida
$3.72M