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iShares 1-5 Year Investment Grade Corporate Bond ETF

882 hedge funds and large institutions have $16B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 348 increasing their positions, 325 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
882
Holders Change
-28
Holders Change %
-3.08%
% of All Funds
12.78%
Holding in Top 10
76
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.43%
% of All Funds
1.1%
New
65
Increased
348
Reduced
325
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FPCG
476
Forum Private Client Group
Indiana
$1.03M -$433K -8,448 -30%
QS
477
Quantitative Strategies
California
$1.03M +$32.8K +639 +3%
SAS
478
Stelac Advisory Services
New York
$1.02M -$28.8K -562 -3%
RCIM
479
Red Cedar Investment Management
Michigan
$1.02M
RIM
480
Rockbridge Investment Management
New York
$1.02M +$1.54K +30 +0.2%
LAM
481
Lewis Asset Management
California
$991K -$41.4K -807 -4%
IA
482
IFG Advisory
Georgia
$990K +$113K +2,208 +13%
DL
483
DOHJ LLC
Washington
$985K +$28.4K +554 +3%
CIBC Asset Management
484
CIBC Asset Management
Ontario, Canada
$979K -$173K -3,374 -15%
SW
485
SkyOak Wealth
Michigan
$977K +$38.7K +754 +4%
RCAG
486
Rehmann Capital Advisory Group
Michigan
$977K +$180K +3,505 +23%
MWM
487
Mascoma Wealth Management
New Hampshire
$970K -$1.31M -25,451 -57%
AWM
488
Axxcess Wealth Management
California
$965K +$965K +18,814 New
FWIA
489
Fort Washington Investment Advisors
Ohio
$937K +$191K +3,718 +26%
IIC
490
Ironwood Investment Counsel
Arizona
$933K -$431K -8,396 -32%
CAM
491
Cresset Asset Management
Illinois
$931K +$37.6K +733 +4%
TA
492
TFB Advisors
Kansas
$928K +$480K +9,475 +107%
AIFAIM
493
American Institute for Advanced Investment Management
Arizona
$927K -$6.41K -125 -0.7%
SF
494
Summit Financial
New Jersey
$921K +$82.6K +1,611 +10%
WLIM
495
White Lighthouse Investment Management
Massachusetts
$919K +$3.33K +65 +0.4%
FCT
496
Family Capital Trust
Massachusetts
$908K
FWM
497
Fonville Wealth Management
Virginia
$901K +$72.2K +1,408 +9%
BRWA
498
B. Riley Wealth Advisors
Florida
$889K +$195K +3,917 +28%
SIA
499
Schechter Investment Advisors
Michigan
$884K -$101K -1,970 -10%
CSIA
500
Charles Schwab Investment Advisory
California
$872K -$115K -2,251 -12%