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iShares 1-5 Year Investment Grade Corporate Bond ETF

870 hedge funds and large institutions have $15.2B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 304 increasing their positions, 354 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
-12
Holders Change %
-1.36%
% of All Funds
12.65%
Holding in Top 10
73
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.95%
% of All Funds
1.06%
New
61
Increased
304
Reduced
354
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BF
301
BOK Financial
Oklahoma
$3.5M -$82K -1,600 -2%
Lido Advisors
302
Lido Advisors
California
$3.47M +$1.72M +33,496 +98%
LPAM
303
Lodestar Private Asset Management
California
$3.46M -$140K -2,727 -4%
NSCM
304
New South Capital Management
Tennessee
$3.45M
EDRH
305
Edmond de Rothschild Holding
Switzerland
$3.44M -$1.05M -20,491 -23%
NFG
306
Nations Financial Group
Iowa
$3.44M +$157K +3,065 +5%
AC
307
Apella Capital
Connecticut
$3.42M +$1.16M +22,552 +51%
JWS
308
Juncture Wealth Strategies
Arizona
$3.4M -$136K -2,658 -4%
KFP
309
KMG Fiduciary Partners
Ohio
$3.39M +$35.7K +697 +1%
IDBONY
310
Israel Discount Bank of New York
New York
$3.35M -$1.9M -37,114 -36%
PJSIMP
311
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.32M -$361K -7,040 -10%
LA
312
LVW Advisors
New York
$3.31M +$15.1K +295 +0.5%
William Blair & Company
313
William Blair & Company
Illinois
$3.29M -$117K -2,288 -3%
HCM
314
Hollencrest Capital Management
California
$3.23M -$162K -3,170 -5%
NAM
315
NTV Asset Management
West Virginia
$3.15M +$175K +3,406 +6%
AIA
316
Ally Invest Advisors
North Carolina
$3.12M +$44K +859 +1%
CCA
317
Cobblestone Capital Advisors
New York
$3.12M +$13.8K +270 +0.4%
PA
318
Parallel Advisors
California
$3.09M +$21.5K +419 +0.7%
AAMC
319
Asset Allocation & Management Company
Illinois
$3.07M
TPW
320
Transatlantique Private Wealth
New York
$3.06M +$465K +9,067 +18%
ANTB
321
AMG National Trust Bank
Colorado
$3.03M +$398K +7,774 +15%
GCA
322
Gradient Capital Advisors
California
$3.03M +$553K +10,795 +22%
WCM
323
Washington Capital Management
Washington
$2.99M
AIMU
324
Allianz Investment Management US
Minnesota
$2.98M -$1.46M -28,500 -33%
RG
325
Rathbones Group
United Kingdom
$2.95M -$276K -5,393 -9%