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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 %
CFMC
301
Curbstone Financial Management Corp
New Hampshire
$3.71M -$20.7K -400 -0.6%
MWM
302
MTC Wealth Management
Florida
$3.68M -$31.9K -617 -0.9%
MOS
303
MGO One Seven
Ohio
$3.58M +$3.3M +63,886 +1,201%
NWA
304
New World Advisors
Massachusetts
$3.55M -$184K -3,556 -5%
JWS
305
Juncture Wealth Strategies
Arizona
$3.54M +$130K +2,511 +4%
LA
306
LVW Advisors
New York
$3.51M +$64.6K +1,249 +2%
RSWM
307
Robertson Stephens Wealth Management
California
$3.5M -$346K -6,701 -9%
CFGS
308
Concourse Financial Group Securities
Alabama
$3.49M -$45K -869 -1%
BF
309
BOK Financial
Oklahoma
$3.48M -$34.1K -662 -1%
AIA
310
Ally Invest Advisors
North Carolina
$3.48M +$169K +3,272 +5%
NSCM
311
New South Capital Management
Tennessee
$3.48M
BMM
312
Buffington Mohr McNeal
Idaho
$3.35M -$185K -3,584 -5%
WT
313
Whittier Trust
California
$3.3M -$576K -11,150 -15%
SWP
314
Stratos Wealth Partners
Ohio
$3.26M -$88.8K -1,718 -3%
VRM
315
Vectors Research Management
New York
$3.25M -$1.49M -28,856 -31%
PGFC
316
Peapack-Gladstone Financial Corp
New Jersey
$3.18M -$211K -4,080 -6%
NAM
317
NTV Asset Management
West Virginia
$3.16M +$132K +2,560 +4%
GAM
318
Gemmer Asset Management
California
$3.14M +$260K +5,030 +9%
PA
319
Parallel Advisors
California
$3.09M +$43K +831 +1%
RG
320
Rathbones Group
United Kingdom
$3.09M +$316K +6,110 +11%
HCM
321
Hollencrest Capital Management
California
$3.06M -$90.8K -1,756 -3%
HCC
322
Hirtle Callaghan & Co
Pennsylvania
$3.05M -$3.63M
PJSIMP
323
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.03M -$59.5K -1,151 -2%
SFS
324
Strategic Financial Services
New York
$3.02M +$1.13M +21,917 +60%
WCM
325
Washington Capital Management
Washington
$3.02M