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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 %
RWIA
501
Roger Wittlin Investment Advisory
California
$1.01M -$636K -12,302 -39%
KP
502
Keel Point
Alabama
$1.01M +$36.7K +709 +4%
GWANC
503
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.01M +$1.01M +19,516 New
RIM
504
Rockbridge Investment Management
New York
$1.01M
ZIM
505
Zacks Investment Management
Illinois
$1.01M +$24.5K +474 +2%
IAA
506
Independent Advisor Alliance
North Carolina
$1,000K +$1,000K +19,339 New
CAM
507
Cresset Asset Management
Illinois
$997K +$148K +2,872 +18%
NL
508
NWAM LLC
Washington
$995K -$1.51M -29,288 -60%
HF
509
HRT Financial
New York
$994K -$2.28M -44,129 -70%
TPW
510
Transatlantique Private Wealth
New York
$993K
CIBC Asset Management
511
CIBC Asset Management
Ontario, Canada
$984K -$2.07K -40 -0.2%
Bank Julius Baer & Co
512
Bank Julius Baer & Co
Switzerland
$982K -$76.5K -1,341 -7%
WLIM
513
White Lighthouse Investment Management
Massachusetts
$973K +$41.4K +800 +4%
LAM
514
Lewis Asset Management
California
$963K +$8.12K +157 +0.8%
BMC
515
Bear Mountain Capital
Washington
$956K -$249K -4,809 -21%
Bessemer Group
516
Bessemer Group
New Jersey
$953K -$536K -10,360 -36%
SAI
517
Savvy Advisors Inc
New York
$945K +$126K +2,439 +15%
WA
518
Wambolt & Associates
Colorado
$936K -$25.9K -500 -3%
CAMG
519
CWA Asset Management Group
Florida
$934K +$934K +18,069 New
Susquehanna International Group
520
Susquehanna International Group
Pennsylvania
$933K -$121K -2,337 -11%
MIA
521
MMBG Investment Advisors
Florida
$932K +$71.9K +1,390 +8%
AR
522
Advisory Research
Illinois
$922K
SI
523
SimpliFi Inc
California
$921K +$921K +17,819 New
FWM
524
Fonville Wealth Management
Virginia
$886K -$1.34K -26 -0.2%
GS
525
GTS Securities
New York
$879K +$481K +9,301 +121%