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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 %
PF
576
Phoenix Financial
Israel
$656K -$365K -7,058 -36%
AFA
577
American Financial Advisors
Georgia
$655K -$4.91K -95 -0.7%
EWA
578
Exencial Wealth Advisors
Oklahoma
$654K -$3.62K -70 -0.6%
KCPT
579
Kingstone Capital Partners Texas
Texas
$634K +$634K +12,264 New
HH
580
Hilltop Holdings
Texas
$633K -$416K -8,052 -40%
BPA
581
Beacon Pointe Advisors
California
$633K -$422K -8,160 -40%
PFM
582
Phillips Financial Management
Indiana
$632K +$155 +3 +0%
AFA
583
Avant Financial Advisors
Texas
$630K +$630K +12,195 New
PWS
584
Peloton Wealth Strategists
Indiana
$629K +$41.9K +810 +7%
DW
585
Dodds Wealth
Colorado
$615K +$207 +4 +0%
CAG
586
Curtis Advisory Group
California
$615K +$276K +5,331 +81%
1IA
587
1834 Investment Advisors
Wisconsin
$611K +$19.2K +371 +3%
GWA
588
Genesis Wealth Advisors
Massachusetts
$601K +$601K +11,629 New
FIM
589
Freedom Investment Management
Connecticut
$600K -$37.3K -722 -6%
PS
590
Principal Securities
Iowa
$597K -$56.4K -1,090 -9%
COLIM
591
City of London Investment Management
United Kingdom
$593K +$593K +11,469 New
SL
592
SWMG LLC
Texas
$591K -$91.7K -1,769 -13%
CB
593
Commerce Bank
Missouri
$582K -$5.38K -104 -0.9%
DWP
594
Daymark Wealth Partners
Ohio
$580K -$283K -5,469 -33%
C1AG
595
Client 1st Advisory Group
Florida
$573K
PW
596
Paladin Wealth
Minnesota
$570K +$190K +3,675 +50%
CPA
597
Cardiff Park Advisors
California
$567K +$1.29K +25 +0.2%
PW
598
Peninsula Wealth
California
$567K -$621K -12,004 -52%
CCA
599
Criterion Capital Advisors
Tennessee
$567K
FCI
600
Financial Counselors Inc
Kansas
$564K -$119K -2,306 -17%