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iShares 1-5 Year Investment Grade Corporate Bond ETF

910 hedge funds and large institutions have $16.8B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 266 increasing their positions, 381 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+41
Holders Change %
+4.72%
% of All Funds
13.34%
Holding in Top 10
83
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.75%
% of All Funds
1.22%
New
132
Increased
266
Reduced
381
Closed
74
Calls
$215K
Puts
Net Calls
+$215K
Net Calls Change
+$249K
Name Holding Trade Value Shares
Change
Shares
Change %
HHRDM
351
H&H Retirement Design & Management
Nevada
$2.3M +$2.3M +45,055 New
MWM
352
Mascoma Wealth Management
New Hampshire
$2.28M -$753K -14,688 -25%
BMCM
353
Bryn Mawr Capital Management
Pennsylvania
$2.26M +$86.3K +1,684 +4%
GCA
354
Gradient Capital Advisors
California
$2.26M -$373K -7,279 -14%
SIA
355
SeaBridge Investment Advisors
New Jersey
$2.23M -$53.6K -1,045 -2%
DG
356
DMC Group
Alabama
$2.23M -$208K -4,047 -9%
SFG
357
Summit Financial Group
West Virginia
$2.21M -$46.9K -915 -2%
YIA
358
YHB Investment Advisors
Connecticut
$2.21M +$1.03M +20,036 +87%
SC
359
Savant Capital
Illinois
$2.19M +$79.9K +1,558 +4%
Susquehanna International Group
360
Susquehanna International Group
Pennsylvania
$2.18M +$2.18M +42,528 New
BIA
361
Bigelow Investment Advisors
Maine
$2.16M -$568K -11,084 -21%
ACA
362
Aptus Capital Advisors
Alabama
$2.15M +$2.08M +40,539 +2,747%
KP
363
Keel Point
Alabama
$2.14M +$200K +3,896 +10%
WA
364
Wilshire Advisors
California
$2.12M -$109K -2,118 -5%
PGAM
365
Princeton Global Asset Management
New Jersey
$2.08M +$53.1K +1,035 +3%
BNP Paribas Financial Markets
366
BNP Paribas Financial Markets
France
$2.06M -$2.08M -40,642 -50%
WWM
367
WJ Wealth Management
Arizona
$2.02M -$918K -17,903 -31%
CFAM
368
Center For Asset Management
Florida
$2.01M +$158K +3,081 +9%
PA
369
Probity Advisors
Texas
$2.01M -$1.96M -38,285 -49%
EP
370
Edgestream Partners
New Jersey
$2M +$1.43M +27,814 +249%
OWA
371
Octavia Wealth Advisors
Ohio
$1.99M +$1.25M +24,361 +168%
AIA
372
Armor Investment Advisors
North Carolina
$1.98M +$311K +6,074 +19%
IP
373
Investment Partners
Ohio
$1.97M +$142K +2,776 +8%
FIBT
374
First International Bank & Trust
North Dakota
$1.97M +$119K +2,320 +6%
LNC
375
Lincoln National Corp
Pennsylvania
$1.95M +$1.28M +24,890 +188%