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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 %
CWC
426
Carolinas Wealth Consulting
North Carolina
$1.36M -$1.26K -25 -0.1%
IP
427
Investment Partners
Ohio
$1.36M -$35.1K -694 -3%
BP
428
Ballentine Partners
Massachusetts
$1.35M -$101 -2 -0%
SFS
429
Strategic Financial Services
New York
$1.33M -$1.41M -27,860 -51%
KP
430
Keel Point
Alabama
$1.33M +$302K +5,975 +29%
JE
431
JMAC Enterprises
Pennsylvania
$1.33M +$19.5K +385 +1%
CWM
432
Cabot Wealth Management
Massachusetts
$1.3M +$72.1K +1,427 +6%
B
433
Bailard
California
$1.3M +$24.2K +478 +2%
ISL
434
Ingalls & Snyder LLC
New York
$1.29M -$2.02K -40 -0.2%
SAG
435
SageView Advisory Group
California
$1.26M +$901K +17,820 +250%
SBH
436
Segall Bryant & Hamill
Illinois
$1.26M +$89.6K +1,774 +8%
RA
437
RFG Advisory
Alabama
$1.25M +$71.9K +1,423 +6%
GWM
438
Grand Wealth Management
Michigan
$1.23M +$555K +10,975 +82%
KWM
439
Kingsview Wealth Management
Oregon
$1.22M -$307K -6,070 -20%
CAG
440
Csenge Advisory Group
Florida
$1.2M -$1.77M -35,092 -60%
FIA
441
Foundations Investment Advisors
Arizona
$1.2M +$1.2M +23,751 New
CIA
442
Capital Investment Advisors
Georgia
$1.18M +$21.5K +425 +2%
1IA
443
1620 Investment Advisors
Massachusetts
$1.17M +$328K +6,483 +39%
LTI
444
Laffer Tengler Investments
Tennessee
$1.16M -$279K -5,517 -19%
FA
445
Fiducient Advisors
Illinois
$1.16M +$11.3K +223 +1%
M&T Bank
446
M&T Bank
New York
$1.15M -$165K -3,265 -13%
SIA
447
Schechter Investment Advisors
Michigan
$1.15M -$62.2K -1,230 -5%
AO
448
Advisor OS
Illinois
$1.15M
WLIM
449
White Lighthouse Investment Management
Massachusetts
$1.14M +$3.79K +75 +0.3%
GRP
450
Global Retirement Partners
California
$1.13M +$586K +11,562 +108%