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iShares 1-5 Year Investment Grade Corporate Bond ETF

901 hedge funds and large institutions have $19.7B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 431 increasing their positions, 264 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
+9
Holders Change %
+1.01%
% of All Funds
15.73%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.97%
New
65
Increased
431
Reduced
264
Closed
45
Calls
$603K
Puts
Net Calls
+$603K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Shares
Change %
WA
351
Wilshire Advisors
California
$3.14M +$34.1K +622 +1%
WA
352
Wambolt & Associates
Colorado
$3.14M +$596K +10,890 +23%
CAM
353
Concorde Asset Management
Michigan
$3.13M -$166K -3,037 -5%
ECM
354
Evergreen Capital Management
Washington
$3.12M
SWA
355
Stratos Wealth Advisors
Ohio
$3.05M +$2.09M +38,140 +219%
BCA
356
Biltmore Capital Advisors
New Jersey
$3.03M +$581K +10,606 +24%
HKAM
357
Horizon Kinetics Asset Management
New York
$2.96M
RMC
358
Resources Management Corp
Connecticut
$2.95M +$2.95M +53,853 New
HWAM
359
Hennion & Walsh Asset Management
New Jersey
$2.94M +$387K +7,061 +15%
MCM
360
Monument Capital Management
Virginia
$2.89M -$43.4K -792 -1%
NSCM
361
New South Capital Management
Tennessee
$2.89M
FWIA
362
Fort Washington Investment Advisors
Ohio
$2.88M -$5.76M -105,080 -67%
JWS
363
Juncture Wealth Strategies
Arizona
$2.88M -$287K -5,251 -9%
Allianz Asset Management
364
Allianz Asset Management
Germany
$2.86M +$2.86M +52,199 New
SFG
365
Summit Financial Group
West Virginia
$2.85M +$374K +6,820 +15%
MAG
366
MRA Advisory Group
New Jersey
$2.85M -$498K -9,078 -15%
CGFA
367
Colton Groome Financial Advisors
North Carolina
$2.84M +$1.99M +36,324 +235%
HC
368
Hatton Consulting
Arizona
$2.83M -$412K -7,518 -13%
KWM
369
Kingsview Wealth Management
Oregon
$2.8M +$76.3K +1,395 +3%
WBG
370
Wharton Business Group
Pennsylvania
$2.78M -$284K -5,175 -9%
C1AG
371
Client 1st Advisory Group
Florida
$2.78M -$4.66M -85,059 -63%
GVAG
372
Great Valley Advisor Group
Delaware
$2.78M +$2.78M +50,673 New
FNBT
373
FineMark National Bank & Trust
Florida
$2.78M -$14.5K -264 -0.5%
I
374
INVST
Indiana
$2.78M +$385K +7,028 +16%
KA
375
Kovack Advisors
Florida
$2.76M +$76.2K +1,390 +3%