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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 %
FFA
576
Farther Finance Advisors
California
$507K -$1.2M -23,465 -70%
MFA
577
Mayflower Financial Advisors
Massachusetts
$506K -$3.33K -65 -0.7%
RA
578
RFG Advisory
Alabama
$504K -$1.92M -37,383 -79%
IWM
579
IHT Wealth Management
Illinois
$502K -$127K -2,480 -20%
FHB
580
First Hawaiian Bank
Hawaii
$502K -$8.41K -164 -2%
LFAS
581
Level Four Advisory Services
Texas
$502K
FCI
582
Financial Counselors Inc
Kansas
$501K
CTWM
583
Cherry Tree Wealth Management
Minnesota
$494K -$68.2K -1,329 -12%
First Manhattan
584
First Manhattan
New York
$493K +$175K +3,411 +55%
AWM
585
AllSquare Wealth Management
New York
$491K
VWA
586
Visionary Wealth Advisors
Illinois
$488K +$154K +3,000 +46%
CCG
587
Cypress Capital Group
Florida
$484K +$17.9K +350 +4%
CAM
588
Creekmur Asset Management
Illinois
$481K -$240K -4,672 -33%
KWA
589
Kingswood Wealth Advisors
California
$480K +$9.64K +188 +2%
BFO
590
Boston Family Office
Massachusetts
$479K
GBT
591
Grove Bank & Trust
Florida
$477K
JCM
592
Janney Capital Management
Pennsylvania
$474K -$8.87K -173 -2%
SP
593
Successful Portfolios
Florida
$466K -$6.21K -121 -1%
BJL
594
Brighton Jones LLC
Washington
$465K +$51 +1 +0%
BFW
595
Brady Family Wealth
Missouri
$461K -$10.4K -202 -2%
USB
596
Union Savings Bank
Connecticut
$459K -$8.46K -165 -2%
CWG
597
Cornerstone Wealth Group
North Carolina
$458K +$458K +8,941 New
RW
598
Rede Wealth
Virginia
$455K +$206K +4,013 +83%
WTC
599
WhitTier Trust Company
Nevada
$454K
TPA
600
Trivium Point Advisory
Connecticut
$452K -$121K -2,355 -21%