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iShares 1-5 Year Investment Grade Corporate Bond ETF

882 hedge funds and large institutions have $16B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 348 increasing their positions, 325 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
882
Holders Change
-28
Holders Change %
-3.08%
% of All Funds
12.78%
Holding in Top 10
76
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.43%
% of All Funds
1.1%
New
65
Increased
348
Reduced
325
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WAS
551
Wealth Advisory Solutions
Indiana
$605K -$17.7K -346 -3%
CB
552
Commerce Bank
Missouri
$600K +$245K +4,775 +69%
BWA
553
BlueChip Wealth Advisors
Georgia
$597K -$56.3K -1,098 -9%
SW
554
SlateStone Wealth
Florida
$592K +$137K +2,675 +30%
KPWS
555
Kestra Private Wealth Services
Texas
$592K +$29.1K +568 +5%
CAWM
556
Capital Advisors Wealth Management
Washington
$578K -$4.31M -84,134 -88%
PWS
557
Peloton Wealth Strategists
Indiana
$575K +$16.1K +313 +3%
NP
558
NorthRock Partners
Minnesota
$571K -$301K -5,876 -35%
1IA
559
1834 Investment Advisors
Wisconsin
$570K
JWM
560
JGP Wealth Management
Oregon
$565K +$214K +4,167 +61%
CW
561
CreativeOne Wealth
Kansas
$561K +$305K +5,959 +119%
CPA
562
Cardiff Park Advisors
California
$560K +$564 +11 +0.1%
SVWG
563
Shared Vision Wealth Group
United States
$554K -$135K -2,639 -20%
AA
564
Ancora Advisors
Ohio
$553K +$394K +7,680 +248%
GRP
565
Global Retirement Partners
California
$547K -$98.8K -1,926 -15%
DADC
566
D.A. Davidson & Co
Montana
$542K -$66.8K -1,302 -11%
S
567
Sachetta
Massachusetts
$539K
FUBT
568
First United Bank & Trust
Maryland
$528K -$9.79K -191 -2%
OWA
569
Octavia Wealth Advisors
Ohio
$525K -$1.47M -28,621 -74%
DI
570
Disciplined Investments
Oklahoma
$522K +$5.64K +110 +1%
AEPWM
571
Atlantic Edge Private Wealth Management
Florida
$521K -$704K -13,722 -57%
ISWM
572
Independent Solutions Wealth Management
New York
$514K -$31.8K -620 -6%
USCWA
573
U.S. Capital Wealth Advisors
Texas
$511K +$2.72K +53 +0.5%
WRPWM
574
Werba Rubin Papier Wealth Management
California
$510K +$510K +9,948 New
CWA
575
Cascade Wealth Advisors
Washington
$508K +$508K +10,000 New