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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 %
BCV
501
Banque Cantonale Vaudoise
Switzerland
$868K -$658K -12,834 -43%
WAG
502
Windsor Advisory Group
Ohio
$858K +$449K +8,751 +110%
VP
503
Verum Partners
North Carolina
$852K -$52.4K -1,021 -6%
MIA
504
MMBG Investment Advisors
Florida
$851K
NS
505
NBC Securities
Alabama
$831K -$12.5K -243 -1%
SC
506
Saiph Capital
New Jersey
$821K -$148K -2,879 -15%
NGA
507
Naples Global Advisors
Florida
$813K -$213K -4,160 -21%
GFWA
508
Grey Fox Wealth Advisors
Delaware
$811K -$4.1K -80 -0.5%
HI
509
Harbour Investments
Wisconsin
$805K -$11.2K -218 -1%
FIM
510
Freedom Investment Management
Connecticut
$801K +$29.9K +584 +4%
SAM
511
Smartleaf Asset Management
Massachusetts
$799K -$14K -273 -2%
VCA
512
Verdence Capital Advisors
Maryland
$796K +$12.8K +250 +2%
CCMINC
513
Cardinal Capital Management Inc (North Carolina)
North Carolina
$787K
KTA
514
Keeley-Teton Advisors
Illinois
$780K -$30.3K -590 -4%
PHS
515
Pekin Hardy Strauss
Illinois
$770K
BPC
516
Banque Pictet & Cie
Switzerland
$769K +$769K +15,000 New
CAL
517
Capital Analysts LLC
Pennsylvania
$769K +$268K +5,224 +53%
WA
518
Wambolt & Associates
Colorado
$761K +$271K +5,316 +55%
BFA
519
Beaumont Financial Advisors
Massachusetts
$756K -$94.3K -1,839 -11%
SAI
520
Savvy Advisors Inc
New York
$744K +$425K +8,288 +133%
KP
521
Keel Point
Alabama
$735K -$1.4M -27,308 -66%
Koshinski Asset Management
522
Koshinski Asset Management
Illinois
$734K +$304K +5,927 +71%
EAM
523
Eagle Asset Management
Florida
$732K -$184K -3,605 -20%
MLM
524
Mount Lucas Management
Pennsylvania
$728K +$187K +3,640 +34%
GC
525
GFG Capital
Florida
$727K -$9.74K -190 -1%