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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 %
ECA
501
Elevated Capital Advisors
Utah
$708K -$55.7K -1,110 -7%
SFG
502
Sunburst Financial Group
Alabama
$705K
PWS
503
Precision Wealth Strategies
Missouri
$705K +$705K +14,053 New
MPWT
504
MassMutual Private Wealth & Trust
Connecticut
$703K -$1.4M -27,935 -67%
SFFS
505
Stonehage Fleming Financial Services
Jersey
$695K +$695K +13,848 New
BS
506
Banco Santander
Spain
$688K
WAS
507
Wealth Advisory Solutions
Indiana
$687K -$2.76K -55 -0.4%
VCA
508
Verdence Capital Advisors
Maryland
$684K +$5.72K +114 +0.8%
CPP
509
Capasso Planning Partners
South Carolina
$684K -$160K -3,199 -19%
BWM
510
Baystate Wealth Management
Massachusetts
$681K +$3.76K +75 +0.6%
GW
511
GW & Wade
Massachusetts
$680K +$144K +2,876 +27%
B
512
Bellecapital
Switzerland
$672K -$2.42M -48,215 -78%
GFWA
513
Grey Fox Wealth Advisors
Delaware
$667K +$129K +2,577 +24%
Koshinski Asset Management
514
Koshinski Asset Management
Illinois
$654K -$194K -3,870 -23%
1IA
515
1834 Investment Advisors
Wisconsin
$654K -$5.57K -111 -0.8%
EP
516
Edgestream Partners
New Jersey
$651K +$651K +12,983 New
FPFS
517
First Personal Financial Services
North Carolina
$649K +$37.9K +756 +6%
GWM
518
Geneos Wealth Management
Colorado
$647K +$57.6K +1,148 +10%
CA
519
Continuum Advisory
Idaho
$643K -$219K -4,367 -25%
GCA
520
Greenwood Capital Associates
South Carolina
$640K +$112K +2,230 +21%
FFP
521
FourThought Financial Partners
Florida
$636K +$210K +4,194 +49%
AFA
522
American Financial Advisors
Georgia
$634K +$10.4K +208 +2%
SFC
523
Strategic Financial Concepts
Texas
$632K -$1.37M -27,329 -68%
BWAM
524
Boyd Watterson Asset Management
Ohio
$624K -$23.8K -474 -4%
HCP
525
Hexagon Capital Partners
Arkansas
$622K -$251 -5 -0%