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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 %
OWA
526
Octavia Wealth Advisors
Ohio
$666K -$352K -6,973 -35%
1IA
527
1834 Investment Advisors
Wisconsin
$664K +$25.6K +507 +4%
MWM
528
Meridian Wealth Management
Kentucky
$654K +$342K +6,770 +110%
BWAM
529
Boyd Watterson Asset Management
Ohio
$652K -$446K -8,832 -41%
EWA
530
EP Wealth Advisors
California
$633K -$616M -1,816,349 -100%
Fisher Asset Management
531
Fisher Asset Management
Washington
$630K -$258K -5,106 -29%
AFA
532
American Financial Advisors
Georgia
$628K -$39.4K -779 -6%
HCP
533
Hexagon Capital Partners
Arkansas
$627K +$69.3K +1,372 +12%
National Bank of Canada
534
National Bank of Canada
Quebec, Canada
$618K +$7.33K +145 +1%
PFM
535
Phillips Financial Management
Indiana
$618K +$145K +2,874 +31%
FPFS
536
First Personal Financial Services
North Carolina
$615K +$147K +2,900 +31%
SWM
537
Seed Wealth Management
Illinois
$613K -$90K -1,780 -13%
OFG
538
OTA Financial Group
New York
$612K +$612K +12,110 New
ACA
539
Aptus Capital Advisors
Alabama
$607K -$596K -11,800 -50%
CH
540
Canton Hathaway
Rhode Island
$606K
ISWM
541
Independent Solutions Wealth Management
New York
$603K +$39.9K +790 +7%
MFA
542
Mayflower Financial Advisors
Massachusetts
$601K -$15.6K -308 -3%
CCA
543
Checchi Capital Advisers
California
$597K -$391K -7,743 -40%
Kovitz Investment Group Partners
544
Kovitz Investment Group Partners
Illinois
$597K +$147K +2,901 +33%
GWM
545
Geneos Wealth Management
Colorado
$593K -$28.7K -568 -5%
RW
546
Rede Wealth
Virginia
$590K +$4.3K +85 +0.7%
HWM
547
Howard Wealth Management
Connecticut
$586K -$77.9K -1,541 -12%
PCMC
548
Paragon Capital Management (Colorado)
Colorado
$584K -$45.8K -907 -7%
OPOWM
549
One Plus One Wealth Management
Florida
$581K +$235K +4,645 +68%
BJL
550
Brighton Jones LLC
Washington
$581K +$581K +11,498 New