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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 %
RIL
426
Rothschild Investment LLC
Illinois
$1.45M +$107K +2,091 +8%
FA
427
Flagstar Advisors
New York
$1.44M +$2.87K +56 +0.2%
WSTAM
428
Wilbanks Smith & Thomas Asset Management
Virginia
$1.42M +$688K +13,420 +94%
PWM
429
Perigon Wealth Management
California
$1.4M +$203K +3,956 +17%
BP
430
Ballentine Partners
Massachusetts
$1.37M
FNBT
431
FineMark National Bank & Trust
Florida
$1.37M
PAA
432
Peregrine Asset Advisers
Oregon
$1.36M -$8.36K -163 -0.6%
SM
433
Sweeney & Michel
California
$1.36M +$1.36M +26,607 New
SFS
434
Strategic Financial Services
New York
$1.34M -$39.2K -765 -3%
CFS
435
Coordinated Financial Services
Colorado
$1.33M +$1.33M +25,923 New
NFG
436
Northeast Financial Group
Pennsylvania
$1.32M -$10.7K -208 -0.8%
AWM
437
Aprio Wealth Management
Georgia
$1.31M -$7.1M -138,523 -84%
IDA
438
Intelligence Driven Advisers
California
$1.29M -$1.96M -38,238 -60%
ZIM
439
Zacks Investment Management
Illinois
$1.29M +$263K +5,119 +26%
SSWM
440
Sheets Smith Wealth Management
North Carolina
$1.29M +$195K +3,798 +18%
PBO
441
Peoples Bank (Ohio)
Ohio
$1.28M -$318K -6,205 -20%
TSS
442
Two Sigma Securities
New York
$1.28M +$1.28M +25,020 New
YDMI
443
Y.D. More Investments
Israel
$1.27M +$1.24M +24,130 +3,684%
PF
444
Phoenix Financial
Israel
$1.26M -$288K -5,606 -19%
ISL
445
Ingalls & Snyder LLC
New York
$1.26M
SI
446
Saxon Interests
Texas
$1.24M +$103 +2 +0%
AWM
447
Apollon Wealth Management
South Carolina
$1.24M +$112K +2,182 +10%
PA
448
Probity Advisors
Texas
$1.23M -$779K -15,198 -39%
BPA
449
Beacon Pointe Advisors
California
$1.23M -$316K -6,163 -20%
LTI
450
Laffer Tengler Investments
Tennessee
$1.22M +$72.7K +1,417 +6%