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iShares 1-5 Year Investment Grade Corporate Bond ETF

897 hedge funds and large institutions have $17.6B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 265 increasing their positions, 401 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
897
Holders Change
-22
Holders Change %
-2.39%
% of All Funds
14.36%
Holding in Top 10
98
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.5%
% of All Funds
1.57%
New
93
Increased
265
Reduced
401
Closed
94
Calls
$1.02M
Puts
$2.61M
Net Calls
-$1.59M
Net Calls Change
-$472K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank Julius Baer & Co
376
Bank Julius Baer & Co
Switzerland
$1.85M
IFS
377
Ifrah Financial Services
Arkansas
$1.84M -$6.12K -121 -0.3%
FPCG
378
Forum Private Client Group
Indiana
$1.83M +$27K +535 +1%
WTC
379
WhitTier Trust Company
Nevada
$1.83M -$159K -3,146 -8%
PF
380
Phoenix Financial
Israel
$1.82M +$429K +8,490 +31%
AF
381
Allworth Financial
California
$1.82M -$803K -15,896 -31%
DG
382
DMC Group
Alabama
$1.82M +$367K +7,258 +25%
SAM
383
Strategy Asset Managers
California
$1.77M -$342K -6,758 -16%
FIBT
384
First International Bank & Trust
North Dakota
$1.77M +$121K +2,404 +7%
SFM
385
Signet Financial Management
New Jersey
$1.76M -$1.15M -22,734 -40%
ZIM
386
Zacks Investment Management
Illinois
$1.75M -$6.22K -123 -0.4%
WP
387
WealthSource Partners
California
$1.72M
CCA
388
Cobblestone Capital Advisors
New York
$1.7M +$63.2K +1,250 +4%
OHWP
389
Oak Harbor Wealth Partners
North Carolina
$1.7M
RPCA
390
Running Point Capital Advisors
California
$1.7M +$64.2K +1,271 +4%
ASN
391
Advisory Services Network
Georgia
$1.69M -$343K -6,791 -17%
PWA
392
Physician Wealth Advisors
Utah
$1.67M -$20.1K -400 -1%
LBC
393
Lowe Brockenbrough & Co
Virginia
$1.67M -$106K -2,100 -6%
RWM
394
Rockwood Wealth Management
Pennsylvania
$1.67M -$5.51K -109 -0.3%
ADBIC
395
A.D. Beadell Investment Counsel
Wisconsin
$1.67M -$20.2K -400 -1%
TPW
396
Transatlantique Private Wealth
New York
$1.66M +$1.66M +32,773 New
PA
397
Pinnacle Associates
New York
$1.66M -$328K -6,495 -17%
VFA
398
Voya Financial Advisors
Connecticut
$1.65M +$6.75K +134 +0.4%
LPIC
399
LeJeune Puetz Investment Counsel
Michigan
$1.64M -$40.2K -795 -2%
VT
400
Vise Technologies
New York
$1.64M -$69.2K -1,370 -4%