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iShares 1-5 Year Investment Grade Corporate Bond ETF

897 hedge funds and large institutions have $17.6B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 265 increasing their positions, 401 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
897
Holders Change
-22
Holders Change %
-2.39%
% of All Funds
14.36%
Holding in Top 10
98
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.5%
% of All Funds
1.57%
New
93
Increased
265
Reduced
401
Closed
94
Calls
$1.02M
Puts
$2.61M
Net Calls
-$1.59M
Net Calls Change
-$472K
Name Holding Trade Value Shares
Change
Shares
Change %
WP
551
WealthPLAN Partners
Nebraska
$563K -$158K -3,125 -22%
CAL
552
Capital Analysts LLC
Pennsylvania
$559K -$358K -7,078 -39%
FHB
553
First Hawaiian Bank
Hawaii
$557K -$3.64K -72 -0.6%
BCM
554
Brookstone Capital Management
Illinois
$555K +$37.5K +743 +7%
ATC
555
Argent Trust Co
Tennessee
$552K +$50.5K +1,000 +10%
RIA
556
Regal Investment Advisors
Michigan
$552K -$114K -2,262 -17%
BFW
557
Brady Family Wealth
Missouri
$548K +$1.01K +20 +0.2%
CT
558
Colonial Trust
South Carolina
$545K +$115K +2,269 +27%
GFWA
559
Grey Fox Wealth Advisors
Delaware
$542K -$91.4K -1,809 -14%
GW
560
GW & Wade
Massachusetts
$540K +$51 +1 +0%
FCH
561
Freestone Capital Holdings
Washington
$534K
GCA
562
Greenwood Capital Associates
South Carolina
$532K -$45K -891 -8%
JCM
563
Janney Capital Management
Pennsylvania
$527K -$9.45K -187 -2%
IA
564
IFG Advisory
Georgia
$525K -$54.1K -1,071 -9%
BHWM
565
Beaird Harris Wealth Management
Texas
$521K -$1.67K -33 -0.3%
VVP
566
Venture Visionary Partners
Ohio
$520K -$175K -3,464 -25%
SA
567
Sunesis Advisors
Kansas
$518K +$518K +10,249 New
AIP
568
Ameritas Investment Partners
Nebraska
$512K -$24.4K -483 -5%
PWS
569
Peloton Wealth Strategists
Indiana
$512K +$40.3K +796 +9%
SB
570
Simmons Bank
Arkansas
$507K -$25.3K -500 -5%
NAM
571
Nationwide Asset Management
Ohio
$507K +$507K +10,070 New
CWA
572
Canvas Wealth Advisors
Kansas
$506K +$506K +10,015 New
Point72 Asset Management
573
Point72 Asset Management
Connecticut
$505K
TSA
574
Tri-Star Advisors
Texas
$502K +$502K +9,939 New
USCWA
575
U.S. Capital Wealth Advisors
Texas
$501K