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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 %
DI
451
Disciplined Investments
Oklahoma
$1.13M -$23.2K -460 -2%
KCM
452
Kanawha Capital Management
Virginia
$1.11M -$138K -2,726 -11%
RIM
453
Rockbridge Investment Management
New York
$1.11M -$1.77K -35 -0.2%
NFG
454
Northeast Financial Group
Pennsylvania
$1.11M -$7.19K -142 -0.6%
EAM
455
Eagle Asset Management
Florida
$1.09M -$112K -2,220 -9%
MHS
456
M Holdings Securities
Oregon
$1.09M -$221K -4,382 -17%
WA
457
Waverly Advisors
Alabama
$1.08M +$1.08M +21,390 New
MLA
458
My Legacy Advisors
Oregon
$1.08M -$86.7K -1,716 -7%
RCAG
459
Rehmann Capital Advisory Group
Michigan
$1.07M -$7.83K -155 -0.7%
TPA
460
Trivium Point Advisory
Connecticut
$1.07M +$236K +4,673 +28%
FCMT
461
Founders Capital Management (Texas)
Texas
$1.07M -$7.08K -140 -0.7%
AWM
462
Atticus Wealth Management
Florida
$1.07M -$442K -8,743 -29%
SW
463
SkyOak Wealth
Michigan
$1.07M -$40.2K -795 -4%
CIBC Asset Management
464
CIBC Asset Management
Ontario, Canada
$1.06M -$8.21M -162,511 -89%
SCA
465
Stonebridge Capital Advisors
Minnesota
$1.05M -$27.1K -537 -3%
BCI
466
Brinker Capital Investments
Pennsylvania
$1.04M -$453K -8,956 -30%
OPS
467
Orion Portfolio Solutions
Nebraska
$1.04M -$367K -7,255 -26%
NGA
468
Naples Global Advisors
Florida
$1.04M -$177K -3,493 -15%
CIP
469
Chartwell Investment Partners
Pennsylvania
$1.03M +$384K +7,585 +59%
PFS
470
Prospera Financial Services
Texas
$1.03M -$72.4K -1,432 -7%
MBT
471
Montecito Bank & Trust
California
$1.01M +$482K +9,541 +92%
BRWA
472
B. Riley Wealth Advisors
Florida
$1M -$178K -3,518 -15%
DIA
473
Dana Investment Advisors
Wisconsin
$998K +$69.5K +1,375 +7%
MIH
474
Meitav Investment House
Israel
$983K +$532K +10,426 +118%
BFG
475
Beacon Financial Group
Texas
$978K -$149K -2,954 -13%