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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 %
TW
426
TritonPoint Wealth
Maryland
$1.58M -$45.8K -886 -3%
RIL
427
Rothschild Investment LLC
Illinois
$1.57M +$11.8K +229 +0.8%
CIP
428
Capital Insight Partners
Arizona
$1.57M -$9.1K -176 -0.6%
WCG
429
Weaver Consulting Group
California
$1.56M +$92.4K +1,787 +6%
WRPWM
430
Werba Rubin Papier Wealth Management
California
$1.56M -$24K -465 -2%
TPA
431
Trivium Point Advisory
Connecticut
$1.55M +$29K +560 +2%
ADBIC
432
A.D. Beadell Investment Counsel
Wisconsin
$1.55M +$12.9K +250 +0.8%
KWM
433
Kingsview Wealth Management
Oregon
$1.53M +$429K +8,289 +39%
SSWM
434
Sheets Smith Wealth Management
North Carolina
$1.53M -$207 -4 -0%
ISL
435
Ingalls & Snyder LLC
New York
$1.53M
CNBOF
436
City National Bank of Florida
Florida
$1.51M +$1.51M +29,204 New
KA
437
Kovack Advisors
Florida
$1.5M +$43.4K +840 +3%
BFA
438
Brown Financial Advisors
Ohio
$1.49M +$196K +3,794 +15%
AWA
439
Arkadios Wealth Advisors
Georgia
$1.44M +$414 +8 +0%
FIG
440
FSA Investment Group
Florida
$1.44M +$1.44M +27,921 New
GVAG
441
Great Valley Advisor Group
Delaware
$1.43M -$549K -10,622 -28%
Financial Engines Advisors
442
Financial Engines Advisors
California
$1.42M +$1.13M +21,907 +391%
FMI
443
F/M Investments
District of Columbia
$1.41M +$1.41M +27,211 New
FAM
444
Forte Asset Management
New York
$1.39M -$33.1K -640 -2%
CA
445
Clearstead Advisors
Ohio
$1.39M -$37.4K -723 -3%
BP
446
Ballentine Partners
Massachusetts
$1.38M
MFIM
447
Mesirow Financial Investment Management
Illinois
$1.37M -$37.5K -726 -3%
AWM
448
Axxcess Wealth Management
California
$1.36M +$19.5K +377 +1%
MWM
449
Mittelman Wealth Management
Massachusetts
$1.33M -$1.18M -22,848 -47%
QS
450
Quantitative Strategies
California
$1.33M +$270K +5,226 +25%