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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 %
Qube Research & Technologies (QRT)
526
Qube Research & Technologies (QRT)
United Kingdom
$668K +$668K +13,400 New
B
527
Bellecapital
Switzerland
$668K
FPFS
528
First Personal Financial Services
North Carolina
$664K +$19.4K +390 +3%
Koshinski Asset Management
529
Koshinski Asset Management
Illinois
$663K +$13.6K +272 +2%
LNC
530
Lincoln National Corp
Pennsylvania
$659K +$67.2K +1,349 +11%
KBC
531
Key Bridge Compliance
$655K +$655K +13,145 New
AWA
532
Acorn Wealth Advisors
Michigan
$655K +$161K +3,231 +33%
GW
533
GW & Wade
Massachusetts
$653K -$21.9K -440 -3%
DADC
534
D.A. Davidson & Co
Montana
$631K -$1.95M -39,060 -76%
Fisher Asset Management
535
Fisher Asset Management
Washington
$615K -$183K -3,671 -23%
PL
536
Plancorp LLC
Missouri
$614K +$186K +3,730 +43%
NAM
537
Nationwide Asset Management
Ohio
$611K +$110K +2,200 +22%
FFP
538
FourThought Financial Partners
Florida
$608K -$24.4K -490 -4%
SFC
539
Strategic Financial Concepts
Texas
$606K -$22K -442 -4%
HCP
540
Hexagon Capital Partners
Arkansas
$600K -$18.1K -364 -3%
WP
541
WealthSource Partners
California
$598K -$1.25M -25,000 -68%
Kovitz Investment Group Partners
542
Kovitz Investment Group Partners
Illinois
$598K -$14.4K -288 -2%
PFM
543
Phillips Financial Management
Indiana
$595K -$13.7K -274 -2%
ISWM
544
Independent Solutions Wealth Management
New York
$585K -$6.08K -122 -1%
PCMC
545
Paragon Capital Management (Colorado)
Colorado
$576K
CA
546
Continuum Advisory
Idaho
$573K -$65.6K -1,317 -10%
USB
547
Union Savings Bank
Connecticut
$568K
FUBT
548
First United Bank & Trust
Maryland
$568K -$166K -3,322 -23%
EP
549
Edgestream Partners
New Jersey
$557K -$90.4K -1,815 -14%
FHB
550
First Hawaiian Bank
Hawaii
$549K +$12.4K +249 +2%