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iShares 1-5 Year Investment Grade Corporate Bond ETF

901 hedge funds and large institutions have $19.7B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 431 increasing their positions, 264 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
+9
Holders Change %
+1.01%
% of All Funds
15.73%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.97%
New
65
Increased
431
Reduced
264
Closed
45
Calls
$603K
Puts
Net Calls
+$603K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
551
Empirical Wealth Management
Washington
$900K +$12K +218 +1%
PWG
552
Private Wealth Group
Florida
$895K
VWA
553
V Wealth Advisors
Kansas
$878K +$82.2K +1,498 +10%
MFA
554
Mayflower Financial Advisors
Massachusetts
$869K -$108K -1,975 -11%
KFP
555
KMG Fiduciary Partners
Ohio
$861K -$48.3K -880 -5%
PGFC
556
Peapack-Gladstone Financial Corp
New Jersey
$858K -$16.6K -302 -2%
CAS
557
Cascadia Advisory Services
Oregon
$853K +$134K +2,440 +19%
FHB
558
First Hawaiian Bank
Hawaii
$851K +$987 +18 +0.1%
1832 Asset Management
559
1832 Asset Management
Ontario, Canada
$850K
KOMWMG
560
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$849K +$386K +7,046 +83%
DIA
561
Dana Investment Advisors
Wisconsin
$842K +$99.9K +1,822 +13%
BAAM
562
Baker Avenue Asset Management
California
$839K
RPCA
563
Running Point Capital Advisors
California
$839K +$393K +7,168 +88%
WA
564
Waverly Advisors
Alabama
$833K -$67.1K -1,227 -7%
Principal Financial Group
565
Principal Financial Group
Iowa
$821K +$193K +3,514 +31%
Fisher Asset Management
566
Fisher Asset Management
Washington
$820K -$94.6K -1,727 -10%
CCM
567
Canal Capital Management
Virginia
$820K +$29.6K +539 +4%
A
568
AdvicePeriod
California
$820K +$171K +3,120 +26%
MA
569
MUFG Americas
New York
$816K +$166K +3,022 +25%
PCH
570
PGIM Custom Harvest
New Jersey
$815K +$815K +4,248 New
GRP
571
Global Retirement Partners
California
$808K +$30.7K +560 +4%
HIM
572
Hanlon Investment Management
New Jersey
$802K +$107K +1,949 +15%
MCM
573
Mattern Capital Management
Colorado
$799K -$920K -16,770 -54%
MBT
574
Montecito Bank & Trust
California
$793K +$408K +7,449 +106%
IA
575
IFG Advisory
Georgia
$787K +$493K +8,995 +167%