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iShares 1-5 Year Investment Grade Corporate Bond ETF

919 hedge funds and large institutions have $18.6B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 288 increasing their positions, 378 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+52
Holders Change %
+6%
% of All Funds
14.83%
Holding in Top 10
112
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.27%
% of All Funds
1.81%
New
138
Increased
288
Reduced
378
Closed
70
Calls
$1.41M
Puts
$2.53M
Net Calls
-$1.12M
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
26
Wells Fargo
California
$158M -$35.8M -718,705 -18%
SGDR
27
SPX Gestao de Recursos
Brazil
$154M +$154M +3,095,484 New
Stifel Financial
28
Stifel Financial
Missouri
$150M +$12.3M +247,578 +9%
Truist Financial
29
Truist Financial
North Carolina
$140M +$28.7M +576,849 +26%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$127M +$84.3M +1,691,344 +196%
PFO
31
Pathstone Family Office
New Jersey
$121M -$59.7M -1,188,126 -33%
OCM
32
One Capital Management
California
$112M +$8.8M +176,664 +9%
RJA
33
Raymond James & Associates
Florida
$103M -$2.7M -54,098 -3%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$102M +$7.61M +152,770 +8%
LPL Financial
35
LPL Financial
California
$92.4M +$4.05M +81,293 +5%
EWA
36
EP Wealth Advisors
California
$90.6M +$14.6M +292,586 +19%
KeyBank National Association
37
KeyBank National Association
Ohio
$83.1M -$8.25M -165,553 -9%
HTC
38
Haverford Trust Company
Pennsylvania
$79.6M +$1.34M +26,964 +2%
US Bancorp
39
US Bancorp
Minnesota
$78.8M -$10.5M -210,650 -12%
SLF
40
Sun Life Financial
Ontario, Canada
$75.2M
FT
41
Fiduciary Trust
Massachusetts
$74.7M -$3.68M -73,820 -5%
MD
42
Money Design
Japan
$73.7M +$4.49M +90,203 +6%
PFA
43
Pure Financial Advisors
California
$72.8M +$9.83M +197,341 +16%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$67.6M -$2.14M -43,000 -3%
BB
45
Busey Bank
Illinois
$64.1M +$64.1M +1,286,331 New
Osaic Holdings
46
Osaic Holdings
Arizona
$63.8M +$933K +18,721 +1%
Citigroup
47
Citigroup
New York
$60.8M +$43.9M +880,878 +260%
NYLIM
48
New York Life Investment Management
New York
$59.2M +$2.57M +51,537 +5%
BSB
49
Bangor Savings Bank
Maine
$55.1M -$14.4M -289,234 -21%
FLPIM
50
F.L. Putnam Investment Management
Massachusetts
$54.4M +$2.09M +41,927 +4%