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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 %
Kovitz Investment Group Partners
526
Kovitz Investment Group Partners
Illinois
$616K +$23.5K +469 +4%
AF
527
Allworth Financial
California
$615K -$1.19M -23,694 -66%
MWM
528
Meridian Wealth Management
Kentucky
$615K -$34.3K -684 -5%
PFM
529
Phillips Financial Management
Indiana
$613K +$201 +4 +0%
AIM
530
Astor Investment Management
Illinois
$610K -$4.12M -82,133 -87%
VAS
531
Vestmark Advisory Solutions
Massachusetts
$607K -$747K -14,888 -55%
AWA
532
Arkadios Wealth Advisors
Georgia
$599K +$179K +3,563 +43%
LNC
533
Lincoln National Corp
Pennsylvania
$596K +$253K +5,043 +74%
ISWM
534
Independent Solutions Wealth Management
New York
$595K -$4.01K -80 -0.7%
CAL
535
Capital Analysts LLC
Pennsylvania
$591K +$36.6K +730 +7%
National Bank of Canada
536
National Bank of Canada
Quebec, Canada
$585K -$27.8K -554 -5%
KFG
537
Kingdom Financial Group
Arizona
$581K +$581K +11,574 New
PCMC
538
Paragon Capital Management (Colorado)
Colorado
$580K -$100 -2 -0%
CM
539
Columbus Macro
Pennsylvania
$579K +$378K +7,532 +188%
RW
540
Rede Wealth
Virginia
$576K -$9.53K -190 -2%
USB
541
Union Savings Bank
Connecticut
$574K +$574K +11,401 New
BJL
542
Brighton Jones LLC
Washington
$569K -$7.48K -149 -1%
IA
543
IFG Advisory
Georgia
$566K +$44.9K +894 +9%
M&T Bank
544
M&T Bank
New York
$565K -$581K -11,579 -51%
SS
545
Simplicity Solutions
Minnesota
$555K +$555K +11,060 New
CT
546
Colonial Trust
South Carolina
$549K +$8.43K +168 +2%
MFA
547
Mayflower Financial Advisors
Massachusetts
$545K -$51.9K -1,035 -9%
SC
548
Saiph Capital
New Jersey
$543K -$261K -5,205 -32%
FHB
549
First Hawaiian Bank
Hawaii
$540K -$12.6K -251 -2%
WP
550
WealthPLAN Partners
Nebraska
$531K -$28K -559 -5%