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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 %
AWE
326
Avidian Wealth Enterprises
Texas
$2.83M +$24.7K +481 +0.9%
IAG
327
Investment Advisory Group
Massachusetts
$2.8M +$6.72K +131 +0.2%
BCI
328
Brinker Capital Investments
Pennsylvania
$2.76M +$1.69M +32,990 +158%
OPS
329
Orion Portfolio Solutions
Nebraska
$2.76M +$1.69M +32,990 +158%
JWBC
330
J.W. Burns & Co
New York
$2.73M -$126K -2,450 -4%
VFPW
331
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.72M +$57.8K +1,127 +2%
AWM
332
Aries Wealth Management
Maine
$2.72M -$529K -10,307 -16%
RWIA
333
Roger Wittlin Investment Advisory
California
$2.7M -$2.1M -40,893 -44%
ODIJL
334
One Day In July LLC
Vermont
$2.69M +$57.3K +1,117 +2%
GAM
335
Gemmer Asset Management
California
$2.69M +$111K +2,164 +4%
PFS
336
Prospera Financial Services
Texas
$2.66M +$723K +14,104 +37%
AA
337
Alesco Advisors
New York
$2.63M -$179K -3,490 -6%
ANTB
338
AMG National Trust Bank
Colorado
$2.63M -$72.3K -1,410 -3%
CWMU
339
Caliber Wealth Management (Utah)
Utah
$2.62M +$2.62M +51,006 New
TPW
340
Transatlantique Private Wealth
New York
$2.6M +$871K +16,993 +50%
LNC
341
Lincoln National Corp
Pennsylvania
$2.54M +$582K +11,345 +30%
FWM
342
Forza Wealth Management
Florida
$2.53M
WFAG
343
Wescott Financial Advisory Group
Pennsylvania
$2.52M -$2.62K -51 -0.1%
JSL
344
JT Stratford LLC
Georgia
$2.49M +$148K +2,880 +6%
EP
345
Edgestream Partners
New Jersey
$2.49M +$488K +9,524 +24%
GCA
346
Gradient Capital Advisors
California
$2.48M +$217K +4,230 +10%
AG
347
AlTi Global
New York
$2.47M +$1.59M +30,937 +179%
BIA
348
Bigelow Investment Advisors
Maine
$2.47M +$303K +5,914 +14%
BMCM
349
Bryn Mawr Capital Management
Pennsylvania
$2.46M +$192K +3,752 +8%
AG
350
Ascent Group
Virginia
$2.42M +$44.8K +874 +2%