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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 %
BMMM
301
Boston Mountain Money Management
Arkansas
$3.47M +$3.47M +67,667 New
GWM
302
Graybill Wealth Management
Illinois
$3.47M +$222K +4,322 +7%
FFN
303
Focus Financial Network
Minnesota
$3.46M +$74.2K +1,464 +2%
BCM
304
Boltwood Capital Management
California
$3.46M +$240K +4,680 +7%
NSCM
305
New South Capital Management
Tennessee
$3.45M +$73.1K +1,425 +2%
William Blair & Company
306
William Blair & Company
Illinois
$3.41M +$185K +3,617 +6%
QFA
307
Quattro Financial Advisors
Texas
$3.41M +$3.41M +66,559 New
DC
308
Davenport & Co
Virginia
$3.41M +$233K +4,545 +7%
HCM
309
Hollencrest Capital Management
California
$3.39M +$151K +2,941 +5%
KFP
310
KMG Fiduciary Partners
Ohio
$3.36M +$70.4K +1,373 +2%
CCA
311
Checchi Capital Advisers
California
$3.36M -$44.8K -874 -1%
LA
312
LVW Advisors
New York
$3.29M -$46.3K -902 -1%
NFG
313
Nations Financial Group
Iowa
$3.29M +$11.8K +231 +0.4%
RG
314
Rathbones Group
United Kingdom
$3.22M -$335K -6,536 -9%
CCA
315
Cobblestone Capital Advisors
New York
$3.11M +$141K +2,756 +5%
AIA
316
Ally Invest Advisors
North Carolina
$3.08M -$79.8K -1,557 -3%
AAMC
317
Asset Allocation & Management Company
Illinois
$3.08M
PA
318
Parallel Advisors
California
$3.07M +$90.9K +1,773 +3%
First Trust Advisors
319
First Trust Advisors
Illinois
$3.02M +$75.7K +1,476 +3%
WCM
320
Washington Capital Management
Washington
$3M
NAM
321
NTV Asset Management
West Virginia
$2.98M -$397K -7,733 -12%
CSPIA
322
Cary Street Partners Investment Advisory
Virginia
$2.9M -$8.77K -171 -0.3%
AC
323
Abbrea Capital
California
$2.87M -$51.4K -1,002 -2%
HAIM
324
Hunter Associates Investment Management
Pennsylvania
$2.84M -$64.9K -1,265 -2%
AWM
325
Ameliora Wealth Management
Switzerland
$2.83M -$620K -12,085 -18%