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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 %
CW
401
Cooksen Wealth
Texas
$1.69M +$1.69M +32,878 New
EFN
402
Equita Financial Network
Pennsylvania
$1.66M +$824K +16,062 +98%
1IA
403
1620 Investment Advisors
Massachusetts
$1.66M +$230K +4,482 +16%
Vanguard Group
404
Vanguard Group
Pennsylvania
$1.66M +$20K +390 +1%
RWP
405
RWA Wealth Partners
Massachusetts
$1.65M +$564 +11 +0%
SFM
406
Signet Financial Management
New Jersey
$1.65M -$25.5K -498 -2%
WCM
407
Winthrop Capital Management
Indiana
$1.64M +$1.64M +32,000 New
ASN
408
Advisory Services Network
Georgia
$1.63M -$1.31M -25,627 -45%
CWM
409
Cabot Wealth Management
Massachusetts
$1.63M +$51.3K +1,001 +3%
Bessemer Group
410
Bessemer Group
New Jersey
$1.62M -$487K -9,500 -23%
FWC
411
First Washington Corp
Washington
$1.61M
PA
412
Pinnacle Associates
New York
$1.61M
PBO
413
Peoples Bank (Ohio)
Ohio
$1.6M +$24.7K +482 +2%
AF
414
Arrow Financial
New York
$1.59M -$715K -13,948 -31%
CWM
415
Calamos Wealth Management
Illinois
$1.57M -$388K -7,564 -20%
PF
416
Phoenix Financial
Israel
$1.55M -$52.1K -1,016 -3%
ADBIC
417
A.D. Beadell Investment Counsel
Wisconsin
$1.55M
BPA
418
Beacon Pointe Advisors
California
$1.54M -$1.15M -22,409 -43%
TFP
419
Tilia Fiduciary Partners
North Carolina
$1.53M +$68.8K +1,341 +5%
MPWT
420
MassMutual Private Wealth & Trust
Connecticut
$1.53M +$791K +15,430 +107%
BMC
421
Bear Mountain Capital
Washington
$1.53M +$1.53M +29,752 New
BCV
422
Banque Cantonale Vaudoise
Switzerland
$1.53M
JWCA
423
J.W. Cole Advisors
Florida
$1.52M +$330K +6,436 +28%
LBC
424
Lowe Brockenbrough & Co
Virginia
$1.51M -$98K -1,912 -6%
VFA
425
Voya Financial Advisors
Connecticut
$1.49M -$374K -7,290 -20%