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iShares 1-5 Year Investment Grade Corporate Bond ETF

869 hedge funds and large institutions have $16.9B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 278 increasing their positions, 378 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
869
Holders Change
-8
Holders Change %
-0.91%
% of All Funds
13.86%
Holding in Top 10
93
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.11%
% of All Funds
1.48%
New
74
Increased
278
Reduced
378
Closed
70
Calls
Puts
$34K
Net Calls
-$34K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Shares
Change %
ZIM
426
Zacks Investment Management
Illinois
$1.32M -$181K -3,637 -12%
AWM
427
Axxcess Wealth Management
California
$1.31M +$166K +3,341 +15%
WAS
428
Wealth Advisory Solutions
Indiana
$1.28M +$586K +11,599 +85%
ISL
429
Ingalls & Snyder LLC
New York
$1.25M -$8.47K -170 -0.7%
SAG
430
SageView Advisory Group
California
$1.25M +$7.03K +141 +0.6%
NL
431
NWAM LLC
Washington
$1.24M -$287K -5,750 -19%
WHC
432
Wulff, Hansen & Co
California
$1.24M -$114K -2,280 -8%
NGA
433
Naples Global Advisors
Florida
$1.21M +$305K +6,115 +34%
PWM
434
Perigon Wealth Management
California
$1.2M +$162K +3,244 +16%
WA
435
Waverly Advisors
Alabama
$1.18M +$1.45K +29 +0.1%
KWM
436
Kingsview Wealth Management
Oregon
$1.16M -$3.94K -79 -0.3%
JWCA
437
J.W. Cole Advisors
Florida
$1.16M -$52.5K -1,054 -4%
YIA
438
YHB Investment Advisors
Connecticut
$1.15M -$126K -2,537 -10%
SIA
439
Schechter Investment Advisors
Michigan
$1.13M
AO
440
Advisor OS
Illinois
$1.13M
DWP
441
Daymark Wealth Partners
Ohio
$1.11M +$151K +3,030 +16%
CIA
442
Capital Investment Advisors
Georgia
$1.11M -$17.4K -350 -2%
WTC
443
WhitTier Trust Company
Nevada
$1.1M -$206K -4,141 -16%
JE
444
JMAC Enterprises
Pennsylvania
$1.1M -$4.39K -88 -0.4%
WLIM
445
White Lighthouse Investment Management
Massachusetts
$1.1M
AFAS
446
Acorn Financial Advisory Services
Virginia
$1.07M -$247K -4,977 -19%
VP
447
Verum Partners
North Carolina
$1.06M +$1.06M +21,352 New
1WM
448
1900 Wealth Management
Texas
$1.06M -$831K -16,684 -44%
BCM
449
Becker Capital Management
Oregon
$1.04M
AWA
450
AmeriServ Wealth Advisors
Pennsylvania
$1.03M +$534K +10,719 +107%