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iShares 1-5 Year Investment Grade Corporate Bond ETF

931 hedge funds and large institutions have $16.3B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 345 increasing their positions, 355 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
931
Holders Change
-14
Holders Change %
-1.48%
% of All Funds
12.65%
Holding in Top 10
77
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.94%
% of All Funds
1.05%
New
77
Increased
345
Reduced
355
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
526
HB Wealth Management
Georgia
$855K +$510K +9,733 +147%
PCP
527
Proficio Capital Partners
Massachusetts
$843K +$843K +16,090 New
EH
528
Equitable Holdings
New York
$839K +$410K +7,820 +95%
SAM
529
Strategy Asset Managers
California
$824K +$453K +8,648 +122%
BPA
530
Beacon Pointe Advisors
California
$821K +$180K +3,430 +28%
FPCG
531
Forum Private Client Group
Indiana
$820K -$18.9K -361 -2%
CW
532
CreativeOne Wealth
Kansas
$818K +$505K +9,638 +161%
AF
533
Advisornet Financial
Minnesota
$815K -$28.1K -537 -3%
CP
534
Cumberland Partners
Ontario, Canada
$811K +$127K +2,420 +19%
SAI
535
Savvy Advisors Inc
New York
$811K -$147K -2,803 -15%
MPWT
536
MassMutual Private Wealth & Trust
Connecticut
$808K +$26.3K +503 +3%
CCMINC
537
Cardinal Capital Management Inc (North Carolina)
North Carolina
$803K
GFWA
538
Grey Fox Wealth Advisors
Delaware
$791K +$262 +5 +0%
BFA
539
Beaumont Financial Advisors
Massachusetts
$791K -$6.44K -123 -0.8%
SW
540
SkyOak Wealth
Michigan
$790K -$84.9K -1,621 -10%
FWM
541
Fonville Wealth Management
Virginia
$787K -$112K -2,137 -12%
FHA
542
First Horizon Advisors
Tennessee
$779K -$9.79K -187 -1%
PHS
543
Pekin Hardy Strauss
Illinois
$775K +$2.62K +50 +0.3%
VRM
544
Vectors Research Management
New York
$766K -$2.52M -48,164 -77%
SC
545
Saiph Capital
New Jersey
$764K
SIA
546
Schechter Investment Advisors
Michigan
$761K -$2.99K -57 -0.4%
MLM
547
Mount Lucas Management
Pennsylvania
$761K -$14.7K -280 -2%
Bank Julius Baer & Co
548
Bank Julius Baer & Co
Switzerland
$759K -$260K -4,388 -25%
CLOS
549
Compagnie Lombard Odier SCmA
Switzerland
$759K +$10.5K +200 +1%
WPC
550
Waters Parkerson & Co
Louisiana
$758K +$187K +3,575 +33%