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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 %
AWA
401
Arkadios Wealth Advisors
Georgia
$2.35M -$2.28M -41,625 -49%
Comerica Bank
402
Comerica Bank
Texas
$2.34M +$278K +5,073 +13%
FUBT
403
First United Bank & Trust
Maryland
$2.33M -$1.32M -24,048 -36%
FCMT
404
Founders Capital Management (Texas)
Texas
$2.33M
PPP
405
Private Portfolio Partners
New Jersey
$2.32M +$154K +2,807 +7%
HSA
406
HBK Sorce Advisory
Pennsylvania
$2.32M +$346K +6,310 +17%
PG
407
Prostatis Group
Maryland
$2.32M +$129K +2,354 +6%
VWM
408
Venturi Wealth Management
Texas
$2.32M +$752K +13,718 +48%
TPWA
409
TRUE Private Wealth Advisors
Oregon
$2.31M +$819K +14,949 +55%
HWMA
410
Heritage Wealth Management (Arizona)
Arizona
$2.31M -$304K -5,554 -12%
SP
411
Successful Portfolios
Florida
$2.26M +$1.03M +18,718 +83%
ISL
412
Ingalls & Snyder LLC
New York
$2.25M -$179K -3,275 -7%
SWA
413
Sax Wealth Advisors
New Jersey
$2.24M +$713 +13 +0%
AWE
414
Avidian Wealth Enterprises
Texas
$2.24M +$54K +986 +2%
LC
415
Lindbrook Capital
California
$2.24M
NSB
416
Norway Savings Bank
Maine
$2.23M -$255K -4,661 -10%
WAS
417
Wealth Advisory Solutions
Indiana
$2.21M -$926K -16,887 -29%
IWM
418
IHT Wealth Management
Illinois
$2.21M -$83.7K -1,527 -4%
WTC
419
WhitTier Trust Company
Nevada
$2.2M +$114K +2,086 +5%
ZIM
420
Zacks Investment Management
Illinois
$2.14M +$652K +11,896 +44%
BFEC
421
Benjamin F. Edwards & Company
Missouri
$2.13M -$4.93M -89,993 -70%
RIA
422
Regal Investment Advisors
Michigan
$2.12M +$2.12M +38,632 New
CGA
423
Crescent Grove Advisors
Illinois
$2.1M +$2.1M +38,389 New
First Trust Advisors
424
First Trust Advisors
Illinois
$2.05M -$181K -3,293 -8%
SSWM
425
Smith Salley Wealth Management
North Carolina
$1.98M +$1.51M +27,582 +321%