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iShares 1-5 Year Investment Grade Corporate Bond ETF

883 hedge funds and large institutions have $15.8B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 326 increasing their positions, 322 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+13
Holders Change %
+1.49%
% of All Funds
12.77%
Holding in Top 10
64
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.33%
% of All Funds
0.93%
New
76
Increased
326
Reduced
322
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
576
Cascade Wealth Advisors
Washington
$527K
USCWA
577
U.S. Capital Wealth Advisors
Texas
$522K
RA
578
RFG Advisory
Alabama
$520K -$165K -3,135 -24%
FHB
579
First Hawaiian Bank
Hawaii
$519K +$211 +4 +0%
CTWM
580
Cherry Tree Wealth Management
Minnesota
$507K
AWM
581
AllSquare Wealth Management
New York
$504K
FUBT
582
First United Bank & Trust
Maryland
$503K -$13.4K -255 -3%
MFA
583
Mayflower Financial Advisors
Massachusetts
$498K
TCA
584
Transcend Capital Advisors
New Jersey
$496K +$496K +9,420 New
WAP
585
Wealthcare Advisory Partners
Pennsylvania
$496K +$260K +4,931 +110%
BFO
586
Boston Family Office
Massachusetts
$492K
EWA
587
EverSource Wealth Advisors
Alabama
$491K -$71.1K -1,351 -13%
RW
588
Rede Wealth
Virginia
$489K +$35.3K +671 +8%
WP
589
WMS Partners
Maryland
$486K +$42.1K +800 +9%
DI
590
Disciplined Investments
Oklahoma
$486K
MSA
591
Marathon Strategic Advisors
Pennsylvania
$485K -$29.7K -564 -6%
S
592
Sachetta
Massachusetts
$484K
PI
593
PFG Investments
New York
$483K +$177K +3,365 +58%
MWM
594
Mascoma Wealth Management
New Hampshire
$481K -$159K -3,014 -25%
HWM
595
Hohimer Wealth Management
Washington
$474K -$514K -9,765 -52%
IC
596
Innealta Capital
Texas
$470K -$29.1K -553 -6%
ACP
597
Aveo Capital Partners
Colorado
$469K +$469K +8,903 New
LCM
598
Lazari Capital Management
California
$467K +$46K +874 +11%
CWG
599
Cornerstone Wealth Group
North Carolina
$465K -$5.48K -104 -1%
SP
600
Successful Portfolios
Florida
$463K -$13.4K -255 -3%