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iShares 1-5 Year Investment Grade Corporate Bond ETF

877 hedge funds and large institutions have $17.4B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 296 increasing their positions, 378 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-20
Holders Change %
-2.23%
% of All Funds
13.83%
Holding in Top 10
95
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.06%
% of All Funds
1.5%
New
65
Increased
296
Reduced
378
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GCA
326
Gradient Capital Advisors
California
$2.69M -$161K -3,206 -6%
OIA
327
OneDigital Investment Advisors
Kansas
$2.67M +$300K +5,970 +13%
BFEC
328
Benjamin F. Edwards & Company
Missouri
$2.66M -$30.2K -603 -1%
ODIJL
329
One Day In July LLC
Vermont
$2.64M -$247K -4,917 -9%
DADC
330
D.A. Davidson & Co
Montana
$2.6M -$581K -11,579 -18%
BWA
331
BDO Wealth Advisors
Florida
$2.59M -$42.5K -847 -2%
Bessemer Group
332
Bessemer Group
New Jersey
$2.59M +$1M +20,000 +63%
SFA
333
Source Financial Advisors
New York
$2.54M +$186K +3,710 +8%
WB
334
WesBanco Bank
West Virginia
$2.54M -$351 -7 -0%
BPA
335
Beacon Pointe Advisors
California
$2.52M +$167K +3,322 +7%
AA
336
Alesco Advisors
New York
$2.48M +$23.1K +460 +0.9%
HW
337
Hancock Whitney
Mississippi
$2.46M -$628K -12,520 -20%
DC
338
Davenport & Co
Virginia
$2.42M -$72.9K -1,453 -3%
RIG
339
RiverFront Investment Group
Virginia
$2.41M
JSL
340
JT Stratford LLC
Georgia
$2.33M +$23.6K +471 +1%
SFG
341
Summit Financial Group
West Virginia
$2.3M -$195K -3,896 -8%
AWS
342
AJ Wealth Strategies
New York
$2.28M -$100K -1,998 -4%
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$2.27M +$1.49M +29,671 +189%
FBA
344
Front Barnett Associates
Illinois
$2.25M -$39.4K -785 -2%
BHB
345
Bank Hapoalim BM
Israel
$2.22M -$2.18M
WA
346
Wilshire Advisors
California
$2.2M -$59.1K -1,178 -3%
B
347
Bailard
California
$2.17M +$881K +17,551 +68%
MWA
348
Monograph Wealth Advisors
California
$2.16M +$44.9K +895 +2%
AG
349
Ascent Group
Virginia
$2.15M -$404K -8,049 -16%
DG
350
DMC Group
Alabama
$2.07M +$267K +5,331 +15%