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iShares 1-5 Year Investment Grade Corporate Bond ETF

945 hedge funds and large institutions have $16.9B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 373 increasing their positions, 299 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
945
Holders Change
+62
Holders Change %
+7.02%
% of All Funds
12.58%
Holding in Top 10
81
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+26.56%
% of All Funds
1.08%
New
133
Increased
373
Reduced
299
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EB
476
Exchange Bank
California
$1.15M
WCM
477
Winebrenner Capital Management
Kentucky
$1.14M +$1.14M +22,136 New
DWM
478
DecisionMap Wealth Management
Virginia
$1.14M +$1.14M +22,079 New
AWM
479
Apex Wealth Management
New Hampshire
$1.14M +$1.14M +22,067 New
PCM
480
Parsons Capital Management
Rhode Island
$1.14M +$89.6K +1,733 +9%
HVIA
481
Hudson Valley Investment Advisors
New York
$1.12M -$104K -2,005 -9%
GWM
482
Geneos Wealth Management
Colorado
$1.11M -$269K -5,207 -19%
CIA
483
Concurrent Investment Advisors
Florida
$1.11M +$258K +4,994 +30%
FPAS
484
Focus Partners Advisor Solutions
Missouri
$1.11M -$162K -3,127 -13%
NFG
485
Northeast Financial Group
Pennsylvania
$1.11M +$1.09K +21 +0.1%
PWM
486
Perigon Wealth Management
California
$1.11M -$256K -4,940 -19%
EFN
487
Equita Financial Network
Pennsylvania
$1.08M +$59.2K +1,146 +6%
WPC
488
White Pine Capital
Minnesota
$1.07M +$11.5K +222 +1%
SF
489
Synovus Financial
Georgia
$1.06M +$10.6K +205 +1%
BPC
490
Banque Pictet & Cie
Switzerland
$1.06M +$268K +5,186 +34%
CWM
491
Congress Wealth Management
Massachusetts
$1.06M +$244K +4,713 +30%
CIA
492
Capital Investment Advisors
Georgia
$1.05M -$6.72K -130 -0.6%
KWA
493
Kingswood Wealth Advisors
California
$1.05M +$722K +13,971 +221%
NL
494
NVWM LLC
Pennsylvania
$1.05M +$1.05M +20,278 New
WHC
495
Wulff, Hansen & Co
California
$1.04M -$69.3K -1,340 -6%
SAS
496
Stelac Advisory Services
New York
$1.03M
RCIM
497
Red Cedar Investment Management
Michigan
$1.03M
PL
498
Plancorp LLC
Missouri
$1.03M +$1.65K +32 +0.2%
KCM
499
Kanawha Capital Management
Virginia
$1.02M +$15.3K +295 +2%
GWM
500
Grand Wealth Management
Michigan
$1.02M