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iShares 1-5 Year Investment Grade Corporate Bond ETF

945 hedge funds and large institutions have $16.9B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 373 increasing their positions, 299 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
945
Holders Change
+62
Holders Change %
+7.02%
% of All Funds
12.58%
Holding in Top 10
81
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+26.56%
% of All Funds
1.08%
New
133
Increased
373
Reduced
299
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EDRH
401
Edmond de Rothschild Holding
Switzerland
$1.93M -$1.06M -20,414 -35%
GC
402
GFG Capital
Florida
$1.93M
FA
403
FDx Advisors
Illinois
$1.92M -$1.35M -26,195 -41%
MCWS
404
McKinley Carter Wealth Services
West Virginia
$1.92M -$1.53M -29,579 -44%
MFS
405
Mattson Financial Services
Michigan
$1.9M +$1.9M +36,080 New
DL
406
DOHJ LLC
Washington
$1.9M +$1.06M +20,587 +128%
GRP
407
Global Retirement Partners
California
$1.8M -$372K -7,187 -17%
MHS
408
M Holdings Securities
Oregon
$1.79M +$1.79M +34,550 New
WCM
409
Winthrop Capital Management
Indiana
$1.76M +$1.76M +33,940 New
MCM
410
MidAtlantic Capital Management
Virginia
$1.75M +$104K +2,004 +6%
BCM
411
Brookstone Capital Management
Illinois
$1.75M -$20.9K -405 -1%
CIA
412
Compass Ion Advisors
Pennsylvania
$1.73M -$35.1K -679 -2%
HW
413
Hancock Whitney
Mississippi
$1.72M -$51.7K -1,000 -3%
PA
414
Pinnacle Associates
New York
$1.65M +$25.5K +494 +2%
P
415
&Partners
Tennessee
$1.65M +$59.7K +1,155 +4%
CW
416
Cooksen Wealth
Texas
$1.64M +$10.2K +197 +0.6%
SFA
417
Sequoia Financial Advisors
Ohio
$1.64M +$1.29M +25,031 +377%
AIA
418
Armor Investment Advisors
North Carolina
$1.63M
FA
419
Flagstar Advisors
New York
$1.62M +$116K +2,238 +8%
FWC
420
First Washington Corp
Washington
$1.62M
EA
421
Enclave Advisors
Texas
$1.62M -$184K -3,557 -10%
SFG
422
Sovereign Financial Group
Connecticut
$1.62M -$56.1K -1,086 -3%
SFM
423
Signet Financial Management
New Jersey
$1.59M -$8.94K -173 -0.6%
SW
424
Simplicity Wealth
New Jersey
$1.59M +$521K +10,076 +49%
IAN
425
Integrated Advisors Network
Texas
$1.59M -$7.65K -148 -0.5%