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iShares 1-5 Year Investment Grade Corporate Bond ETF

877 hedge funds and large institutions have $17.4B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 296 increasing their positions, 378 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-20
Holders Change %
-2.23%
% of All Funds
13.83%
Holding in Top 10
95
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.06%
% of All Funds
1.5%
New
65
Increased
296
Reduced
378
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
451
Northeast Financial Group
Pennsylvania
$1.02M -$71.6K -1,427 -7%
BFG
452
Beacon Financial Group
Texas
$1.02M +$50.9K +1,016 +5%
MLA
453
My Legacy Advisors
Oregon
$1.01M -$68.1K -1,351 -6%
RCIM
454
Red Cedar Investment Management
Michigan
$999K +$53.2K +1,060 +6%
1832 Asset Management
455
1832 Asset Management
Ontario, Canada
$998K -$37.7M -751,750 -97%
RIM
456
Rockbridge Investment Management
New York
$993K -$107K -2,125 -10%
CPSC
457
Carl P. Sherr & Co
Massachusetts
$992K -$5.62M -111,926 -85%
DIA
458
Dana Investment Advisors
Wisconsin
$981K -$10.3K -206 -1%
BRWA
459
B. Riley Wealth Advisors
Florida
$978K -$15.2K -303 -2%
OAM
460
Oppenheimer Asset Management
New York
$970K +$970K +19,325 New
DWP
461
Daymark Wealth Partners
Ohio
$963K +$963K +19,200 New
PFS
462
Prospera Financial Services
Texas
$957K -$65.8K -1,310 -6%
LTI
463
Laffer Tengler Investments
Tennessee
$948K -$208K -4,139 -18%
SSWM
464
Sheets Smith Wealth Management
North Carolina
$945K +$82K +1,635 +10%
FCA
465
FinTrust Capital Advisors
South Carolina
$932K
TA
466
TFB Advisors
Kansas
$927K -$1.17M -23,350 -56%
SCA
467
Stonebridge Capital Advisors
Minnesota
$921K -$120K -2,395 -12%
OIA
468
Optimum Investment Advisors
Illinois
$920K -$7.28K -145 -0.8%
NGA
469
Naples Global Advisors
Florida
$909K -$120K -2,385 -12%
BFA
470
Beaumont Financial Advisors
Massachusetts
$900K +$1.46K +29 +0.2%
SF
471
Synovus Financial
Georgia
$898K +$15.5K +309 +2%
MIH
472
Meitav Investment House
Israel
$897K -$69.2K -1,380 -7%
WF
473
Wayfinding Financial
Washington
$891K +$73.2K +1,457 +9%
AIM
474
Alhambra Investment Management
Florida
$889K +$20.5K +409 +2%
CSIA
475
Charles Schwab Investment Advisory
California
$883K +$903 +18 +0.1%