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iShares 1-5 Year Investment Grade Corporate Bond ETF

897 hedge funds and large institutions have $17.6B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 265 increasing their positions, 401 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
897
Holders Change
-22
Holders Change %
-2.39%
% of All Funds
14.36%
Holding in Top 10
98
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.5%
% of All Funds
1.57%
New
93
Increased
265
Reduced
401
Closed
94
Calls
$1.02M
Puts
$2.61M
Net Calls
-$1.59M
Net Calls Change
-$472K
Name Holding Trade Value Shares
Change
Shares
Change %
WF
501
Wayfinding Financial
Washington
$822K +$822K +16,273 New
SC
502
Saiph Capital
New Jersey
$810K +$12.4K +245 +2%
PHS
503
Pekin Hardy Strauss
Illinois
$809K -$7.58K -150 -0.9%
C1AG
504
Client 1st Advisory Group
Florida
$800K -$34.3K -678 -4%
HPM
505
Hudson Portfolio Management
New York
$800K -$28.2K -558 -3%
TSS
506
Two Sigma Securities
New York
$798K +$798K +15,789 New
CAG
507
Crestwood Advisors Group
Massachusetts
$796K -$518K -10,241 -39%
Carson Wealth (CWM LLC)
508
Carson Wealth (CWM LLC)
Nebraska
$792K -$3.38M -66,784 -81%
CCMINC
509
Cardinal Capital Management Inc (North Carolina)
North Carolina
$779K +$779K +15,415 New
GT
510
Greenleaf Trust
Michigan
$777K -$1.46M -28,892 -65%
CAG
511
Curtis Advisory Group
California
$774K -$124K -2,458 -14%
ECA
512
Elevated Capital Advisors
Utah
$769K -$175K -3,454 -18%
RSVP
513
Ramsay Stattman Vela & Price
Colorado
$739K -$202K -4,000 -21%
DAS
514
Dynamic Advisor Solutions
Arizona
$724K +$239K +4,734 +49%
WIA
515
World Investment Advisors
California
$714K -$8.29K -164 -1%
CWP
516
CFM Wealth Partners
Texas
$714K
SFG
517
Sunburst Financial Group
Alabama
$710K
WAS
518
Wealth Advisory Solutions
Indiana
$695K -$430K -8,517 -38%
BS
519
Banco Santander
Spain
$693K
VCA
520
Verdence Capital Advisors
Maryland
$683K -$53.3K -1,054 -7%
BWM
521
Baystate Wealth Management
Massachusetts
$682K -$30.8K -609 -4%
TLFA
522
True Link Financial Advisors
California
$681K
FWIA
523
Fort Washington Investment Advisors
Ohio
$678K
PCWA
524
Pacific Capital Wealth Advisors
California
$676K
WWM
525
WT Wealth Management
Arizona
$672K +$144K +2,849 +27%