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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 %
SWA
576
Sutton Wealth Advisors
Florida
$500K -$9.6K -190 -2%
MFG
577
Merit Financial Group
Georgia
$495K -$367K -7,271 -43%
T
578
TrueFG
Texas
$494K -$17K -336 -3%
CPA
579
Cardiff Park Advisors
California
$488K +$152 +3 +0%
AF
580
Aldebaran Financial
$484K -$474K -9,377 -49%
AWM
581
AllSquare Wealth Management
New York
$484K
SWM
582
Stockman Wealth Management
Montana
$483K -$364K -7,212 -43%
CCA
583
Column Capital Advisors
Indiana
$481K
WMA
584
West Michigan Advisors
Michigan
$481K +$481K +9,514 New
SIA
585
Strategic Investment Advisors
Michigan
$480K -$91.5K -1,811 -16%
MIC
586
Meridian Investment Counsel
California
$474K
BFO
587
Boston Family Office
Massachusetts
$468K
DI
588
DFPG Investments
Utah
$464K +$464K +9,185 New
CGA
589
Crescent Grove Advisors
Illinois
$463K
AAS
590
Ameritas Advisory Services
Nebraska
$462K +$197K +3,897 +74%
WS
591
Wedbush Securities
California
$460K -$66.7K -1,319 -13%
MRCM
592
M&R Capital Management
New Jersey
$455K
LEFP
593
Leading Edge Financial Planning
Tennessee
$454K -$30.1K -596 -6%
WWP
594
WR Wealth Planners
Missouri
$454K +$8.79K +174 +2%
HFA
595
High Falls Advisors
New York
$452K -$105K -2,068 -19%
MFIMFI
596
Mesirow Financial Investment Management - Fixed Income
Illinois
$449K
PL
597
Plancorp LLC
Missouri
$448K -$16.9K -335 -4%
AWA
598
Arete Wealth Advisors
Illinois
$445K -$27.1K -536 -6%
BTI
599
Blue Trust Inc
Georgia
$444K +$370K +7,422 +499%
OFG
600
Omega Financial Group
California
$444K -$360K -7,117 -45%