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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 %
LB
476
Legacy Bridge
Iowa
$877K -$10K -200 -1%
GT
477
Glenview Trust
Kentucky
$874K
QS
478
Quantitative Strategies
California
$860K +$860K +17,136 New
SWM
479
Spire Wealth Management
Virginia
$859K -$16.6K -331 -2%
FHA
480
First Horizon Advisors
Tennessee
$842K -$12.1K -242 -1%
MIA
481
MMBG Investment Advisors
Florida
$836K -$3.24M -64,562 -80%
HI
482
Harbour Investments
Wisconsin
$832K -$2.81K -56 -0.3%
TPA
483
Trivium Point Advisory
Connecticut
$828K -$237K -4,716 -22%
SFS
484
Strategic Financial Services
New York
$814K -$511K -10,170 -39%
CAG
485
Crestwood Advisors Group
Massachusetts
$811K +$20.8K +415 +3%
Fisher Asset Management
486
Fisher Asset Management
Washington
$804K +$179K +3,559 +29%
PHS
487
Pekin Hardy Strauss
Illinois
$803K
RCAG
488
Rehmann Capital Advisory Group
Michigan
$801K -$264K -5,262 -25%
GGI
489
Godsey & Gibb Inc
Virginia
$799K -$77.9K -1,552 -9%
HPM
490
Hudson Portfolio Management
New York
$794K
CTWM
491
Cherry Tree Wealth Management
Minnesota
$780K +$780K +15,539 New
GT
492
Greenleaf Trust
Michigan
$778K +$6.12K +122 +0.8%
CCMINC
493
Cardinal Capital Management Inc (North Carolina)
North Carolina
$770K -$3.76K -75 -0.5%
OWA
494
Octavia Wealth Advisors
Ohio
$745K +$83.8K +1,670 +13%
FUBT
495
First United Bank & Trust
Maryland
$738K -$99.8K -1,989 -12%
C1AG
496
Client 1st Advisory Group
Florida
$735K -$58.6K -1,169 -7%
RSVP
497
Ramsay Stattman Vela & Price
Colorado
$734K
FWIA
498
Fort Washington Investment Advisors
Ohio
$729K +$55.9K +1,115 +8%
DAS
499
Dynamic Advisor Solutions
Arizona
$717K -$1.41K -28 -0.2%
CWP
500
CFM Wealth Partners
Texas
$709K