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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 %
IA
526
IFG Advisory
Georgia
$872K +$6.26K +121 +0.7%
SI
527
Stonekeep Investments
New Mexico
$871K
AIFAIM
528
American Institute for Advanced Investment Management
Arizona
$868K -$13.5K -261 -2%
USB
529
Union Savings Bank
Connecticut
$868K +$422K +8,167 +95%
SW
530
SkyOak Wealth
Michigan
$864K +$25K +483 +3%
LG
531
LaFleur & Godfrey
Michigan
$859K +$177K +3,414 +26%
AF
532
Advisornet Financial
Minnesota
$832K -$16.6K -322 -2%
FPCG
533
Forum Private Client Group
Indiana
$829K +$25.3K +490 +3%
HPM
534
Hudson Portfolio Management
New York
$826K +$228K +4,410 +38%
CGFA
535
Colton Groome Financial Advisors
North Carolina
$825K +$825K +15,950 New
VFA
536
Voya Financial Advisors
Connecticut
$815K -$419K -8,099 -34%
VWA
537
Visionary Wealth Advisors
Illinois
$801K -$170K -3,294 -18%
CCMINC
538
Cardinal Capital Management Inc (North Carolina)
North Carolina
$793K
BFA
539
Beaumont Financial Advisors
Massachusetts
$787K +$776 +15 +0.1%
SF
540
SWP Financial
California
$786K -$10.6M -205,038 -93%
WAP
541
Wealthcare Advisory Partners
Pennsylvania
$786K +$299K +5,777 +61%
GFWA
542
Grey Fox Wealth Advisors
Delaware
$781K -$7.6K -147 -1%
FHA
543
First Horizon Advisors
Tennessee
$779K +$99.4K +1,923 +15%
MPWT
544
MassMutual Private Wealth & Trust
Connecticut
$771K -$15K -291 -2%
TA
545
TFB Advisors
Kansas
$770K +$3.72K +72 +0.5%
Jones Financial Companies
546
Jones Financial Companies
Missouri
$769K +$346K +6,690 +82%
HI
547
Harbour Investments
Wisconsin
$769K -$29.1K -563 -4%
MLM
548
Mount Lucas Management
Pennsylvania
$765K +$31.3K +606 +4%
PHS
549
Pekin Hardy Strauss
Illinois
$762K +$10.3K +200 +1%
LCM
550
Lazari Capital Management
California
$758K +$299K +5,787 +65%