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iShares 1-5 Year Investment Grade Corporate Bond ETF

883 hedge funds and large institutions have $15.8B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 326 increasing their positions, 322 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+13
Holders Change %
+1.49%
% of All Funds
12.77%
Holding in Top 10
64
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.33%
% of All Funds
0.93%
New
76
Increased
326
Reduced
322
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
426
Geneos Wealth Management
Colorado
$1.41M +$940K +17,847 +201%
BP
427
Ballentine Partners
Massachusetts
$1.41M
PAA
428
Peregrine Asset Advisers
Oregon
$1.39M -$263 -5 -0%
FNBT
429
FineMark National Bank & Trust
Florida
$1.39M +$92.7K +1,760 +7%
PWM
430
Perigon Wealth Management
California
$1.38M -$19.5K -371 -1%
AWM
431
Axxcess Wealth Management
California
$1.37M -$6.85K -130 -0.5%
BFA
432
Brown Financial Advisors
Ohio
$1.31M +$1.31M +24,930 New
YDMI
433
Y.D. More Investments
Israel
$1.31M
SWM
434
Spire Wealth Management
Virginia
$1.3M +$10.4K +198 +0.8%
FPAS
435
Focus Partners Advisor Solutions
Missouri
$1.29M +$201K +3,824 +18%
VT
436
Vise Technologies
New York
$1.29M -$573K -10,872 -31%
SWP
437
Strategic Wealth Partners
Ohio
$1.29M -$60.6K -1,150 -4%
VFA
438
Voya Financial Advisors
Connecticut
$1.26M +$79.9K +1,516 +7%
HVIA
439
Hudson Valley Investment Advisors
New York
$1.24M -$13.4M -254,956 -92%
PFS
440
Prospera Financial Services
Texas
$1.22M -$14.2K -269 -1%
PBO
441
Peoples Bank (Ohio)
Ohio
$1.22M -$123K -2,341 -9%
BMC
442
Bear Mountain Capital
Washington
$1.22M -$87.9K -1,681 -7%
GGI
443
Godsey & Gibb Inc
Virginia
$1.2M +$37.5K +713 +3%
PW
444
Peninsula Wealth
California
$1.2M +$129K +2,464 +12%
FCA
445
FinTrust Capital Advisors
South Carolina
$1.19M -$33.9K -644 -3%
AO
446
Advisor OS
Illinois
$1.19M
MLA
447
My Legacy Advisors
Oregon
$1.18M +$138K +2,617 +13%
CWM
448
Calamos Wealth Management
Illinois
$1.18M -$148K -2,801 -11%
RWP
449
RWA Wealth Partners
Massachusetts
$1.18M -$394K -7,489 -25%
EB
450
Exchange Bank
California
$1.17M