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iShares 1-5 Year Investment Grade Corporate Bond ETF

869 hedge funds and large institutions have $16.9B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 278 increasing their positions, 378 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
869
Holders Change
-8
Holders Change %
-0.91%
% of All Funds
13.86%
Holding in Top 10
93
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.11%
% of All Funds
1.48%
New
74
Increased
278
Reduced
378
Closed
70
Calls
Puts
$34K
Net Calls
-$34K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
501
Arkadios Wealth Advisors
Georgia
$773K +$178K +3,576 +30%
IA
502
IFG Advisory
Georgia
$773K +$211K +4,226 +37%
PHS
503
Pekin Hardy Strauss
Illinois
$768K -$29.9K -600 -4%
CCMINC
504
Cardinal Capital Management Inc (North Carolina)
North Carolina
$764K
WP
505
WMS Partners
Maryland
$753K -$1.28M -25,730 -63%
IWM
506
IHT Wealth Management
Illinois
$749K -$1.02M -20,446 -58%
BFEC
507
Benjamin F. Edwards & Company
Missouri
$744K -$1.9M -38,061 -72%
SS
508
Simplicity Solutions
Minnesota
$737K +$186K +3,731 +34%
FWIA
509
Fort Washington Investment Advisors
Ohio
$724K
OWA
510
Octavia Wealth Advisors
Ohio
$722K -$17.8K -357 -2%
VCA
511
Verdence Capital Advisors
Maryland
$722K +$42.8K +858 +6%
MPWT
512
MassMutual Private Wealth & Trust
Connecticut
$717K +$19.3K +387 +3%
GC
513
GFG Capital
Florida
$716K +$716K +14,372 New
FC
514
FCA Corp
Texas
$705K +$705K +14,155 New
GRP
515
Global Retirement Partners
California
$704K -$345K -6,967 -33%
CWP
516
CFM Wealth Partners
Texas
$704K
SFG
517
Sunburst Financial Group
Alabama
$700K
DAS
518
Dynamic Advisor Solutions
Arizona
$699K -$13.3K -267 -2%
CAG
519
Csenge Advisory Group
Florida
$692K -$396K -7,956 -36%
SFFS
520
Stonehage Fleming Financial Services
Jersey
$690K
BS
521
Banco Santander
Spain
$683K
AFA
522
American Financial Advisors
Georgia
$682K +$53.1K +1,066 +8%
CTWM
523
Cherry Tree Wealth Management
Minnesota
$680K -$94.5K -1,896 -12%
BWM
524
Baystate Wealth Management
Massachusetts
$675K -$1.5K -30 -0.2%
1IA
525
1834 Investment Advisors
Wisconsin
$674K +$24.5K +491 +4%