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iShares 1-5 Year Investment Grade Corporate Bond ETF

882 hedge funds and large institutions have $16B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 348 increasing their positions, 325 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
882
Holders Change
-28
Holders Change %
-3.08%
% of All Funds
12.78%
Holding in Top 10
76
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.43%
% of All Funds
1.1%
New
65
Increased
348
Reduced
325
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WHC
401
Wulff, Hansen & Co
California
$1.67M +$615K +13,950 +58%
BCM
402
Brookstone Capital Management
Illinois
$1.67M +$805K +15,700 +93%
IAN
403
Integrated Advisors Network
Texas
$1.66M -$66.2K -1,291 -4%
RWP
404
RWA Wealth Partners
Massachusetts
$1.65M +$359 +7 +0%
ASN
405
Advisory Services Network
Georgia
$1.64M +$10.1K +196 +0.6%
Bessemer Group
406
Bessemer Group
New Jersey
$1.63M +$5.39K +105 +0.3%
EFN
407
Equita Financial Network
Pennsylvania
$1.63M -$35.3K -689 -2%
CIA
408
Compass Ion Advisors
Pennsylvania
$1.63M -$322K -6,279 -17%
FWC
409
First Washington Corp
Washington
$1.61M
SFM
410
Signet Financial Management
New Jersey
$1.61M -$36.8K -717 -2%
VFA
411
Voya Financial Advisors
Connecticut
$1.6M +$107K +2,093 +7%
MPWT
412
MassMutual Private Wealth & Trust
Connecticut
$1.59M +$59.9K +1,169 +4%
ECM
413
Evergreen Capital Management
Washington
$1.59M +$132K +2,577 +9%
SW
414
Simplicity Wealth
New Jersey
$1.58M +$1.58M +30,847 New
EFS
415
Econ Financial Services
Pennsylvania
$1.58M +$1.58M +30,815 New
PA
416
Pinnacle Associates
New York
$1.58M -$33.5K -653 -2%
SWM
417
Spire Wealth Management
Virginia
$1.57M +$118K +2,294 +8%
AF
418
Arrow Financial
New York
$1.55M -$39.3K -767 -2%
ADBIC
419
A.D. Beadell Investment Counsel
Wisconsin
$1.55M
CIP
420
Chartwell Investment Partners
Pennsylvania
$1.5M +$92.8K +1,810 +7%
National Bank of Canada
421
National Bank of Canada
Quebec, Canada
$1.49M +$948K +18,605 +176%
BMC
422
Bear Mountain Capital
Washington
$1.47M -$37.3K -736 -2%
SWP
423
Strategic Wealth Partners
Ohio
$1.47M +$3.23K +63 +0.2%
GWMR
424
GC Wealth Management RIA
Massachusetts
$1.47M -$1.64K -32 -0.1%
MFIM
425
Mesirow Financial Investment Management
Illinois
$1.45M -$44.3K -864 -3%