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iShares 1-5 Year Investment Grade Corporate Bond ETF

869 hedge funds and large institutions have $16.9B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 278 increasing their positions, 378 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
869
Holders Change
-8
Holders Change %
-0.91%
% of All Funds
13.86%
Holding in Top 10
93
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.11%
% of All Funds
1.48%
New
74
Increased
278
Reduced
378
Closed
70
Calls
Puts
$34K
Net Calls
-$34K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
576
Column Capital Advisors
Indiana
$474K
PWS
577
Peloton Wealth Strategists
Indiana
$471K +$5.13K +103 +1%
SWA
578
Sutton Wealth Advisors
Florida
$465K -$14.7K -294 -3%
GBT
579
Grove Bank & Trust
Florida
$464K +$227K +4,563 +96%
BFO
580
Boston Family Office
Massachusetts
$461K
SP
581
Successful Portfolios
Florida
$461K -$33.8K -679 -7%
FCI
582
Financial Counselors Inc
Kansas
$460K +$460K +9,236 New
FPAS
583
Focus Partners Advisor Solutions
Missouri
$460K +$22.3K +447 +5%
CPSC
584
Carl P. Sherr & Co
Massachusetts
$455K -$531K -10,650 -54%
WWP
585
WR Wealth Planners
Missouri
$454K +$3.74K +75 +0.8%
CPP
586
Capasso Planning Partners
South Carolina
$451K -$228K -4,578 -34%
AIP
587
Ameritas Investment Partners
Nebraska
$450K -$31.6K -635 -7%
KFG
588
Kingdom Financial Group
Arizona
$450K -$127K -2,551 -22%
NW
589
NewEdge Wealth
Pennsylvania
$449K +$57.8K +1,160 +15%
SS
590
Sunbelt Securities
Texas
$448K +$49.6K +995 +12%
AF
591
Allworth Financial
California
$448K -$163K -3,277 -27%
AWM
592
Apollon Wealth Management
South Carolina
$443K +$9.77K +196 +2%
MIC
593
Meridian Investment Counsel
California
$439K -$28.6K -573 -6%
HWM
594
Howard Wealth Management
Connecticut
$438K -$86.7K -1,740 -17%
MW
595
MBL Wealth
North Carolina
$436K +$436K +8,755 New
DI
596
Disciplined Investments
Oklahoma
$433K
SW
597
SlateStone Wealth
Florida
$429K +$161K +3,225 +60%
LEFP
598
Leading Edge Financial Planning
Tennessee
$428K +$3.49K +70 +0.8%
SG
599
StoneX Group
New York
$427K -$86.9K -1,744 -17%
WMA
600
West Michigan Advisors
Michigan
$420K -$31.7K -636 -7%