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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 %
SIA
551
Schechter Investment Advisors
Michigan
$754K -$73.4K -1,420 -9%
SC
552
Saiph Capital
New Jersey
$754K -$52.9K -1,024 -7%
WC
553
Waterloo Capital
Texas
$754K +$359K +6,952 +91%
SW
554
SlateStone Wealth
Florida
$752K +$20.7K +400 +3%
SNWA
555
Siligmueller & Norvid Wealth Advisors
Illinois
$748K +$748K +14,460 New
VCA
556
Verdence Capital Advisors
Maryland
$744K +$5.17K +100 +0.7%
NCM
557
Northland Capital Management
Minnesota
$741K +$741K +14,342 New
AWA
558
Acorn Wealth Advisors
Michigan
$740K -$5.27K -102 -0.7%
CLOS
559
Compagnie Lombard Odier SCmA
Switzerland
$739K +$662K +12,800 +859%
EGM
560
Engineers Gate Manager
New York
$737K -$1.32M -25,515 -64%
FWIA
561
Fort Washington Investment Advisors
Ohio
$731K -$20.7K -400 -3%
RWP
562
RWA Wealth Partners
Massachusetts
$730K -$425K -8,215 -37%
SFG
563
Sunburst Financial Group
Alabama
$727K
SFFS
564
Stonehage Fleming Financial Services
Jersey
$716K
MBI
565
May Barnhard Investments
Maryland
$712K +$8.69K +168 +1%
BP
566
BNP Paribas
France
$711K
AT
567
American Trust
Kentucky
$706K +$706K +13,657 New
ATI
568
ARK & TLK Investments
Oklahoma
$705K
BTD
569
BankPlus Trust Department
Mississippi
$693K +$693K +13,406 New
OWA
570
Octavia Wealth Advisors
Ohio
$688K +$362 +7 +0.1%
PI
571
PFG Investments
New York
$681K +$208K +4,015 +44%
CP
572
Cumberland Partners
Ontario, Canada
$676K +$109K +2,105 +19%
FFA
573
Farther Finance Advisors
California
$671K +$85K +1,645 +15%
WC
574
Wynn Capital
Georgia
$667K
FFP
575
FourThought Financial Partners
Florida
$659K