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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 %
EWM
601
Empirical Wealth Management
Washington
$451K +$228K +4,442 +102%
C1AG
602
Client 1st Advisory Group
Florida
$449K -$43.5K -848 -9%
NW
603
NewEdge Wealth
Pennsylvania
$448K -$916 -18 -0.2%
PIA
604
Panoramic Investment Advisors
Colorado
$445K -$28.9K -563 -6%
T
605
TrueFG
Texas
$445K +$24.5K +478 +6%
WP
606
WMS Partners
Maryland
$432K -$144K -2,800 -25%
MFG
607
Merit Financial Group
Georgia
$431K -$919K -18,009 -68%
MFIMFI
608
Mesirow Financial Investment Management - Fixed Income
Illinois
$431K
EWA
609
EverSource Wealth Advisors
Alabama
$426K +$87.6K +1,725 +26%
GWM
610
Geneos Wealth Management
Colorado
$425K -$49.5K -965 -10%
AWM
611
Able Wealth Management
New Jersey
$423K -$72K -1,404 -15%
BHWM
612
Beaird Harris Wealth Management
Texas
$418K +$205 +4 +0%
RZH
613
Relyea Zuckerberg Hanson
Connecticut
$417K -$5.13K -100 -1%
HCP
614
Hexagon Capital Partners
Arkansas
$417K -$21.7K -424 -5%
AR
615
Advisory Research
Illinois
$414K
CWM
616
Congress Wealth Management
Massachusetts
$412K +$23.2K +452 +6%
CCG
617
Ceeto Capital Group
Florida
$410K
FA
618
Fermata Advisors
California
$407K -$2.71M -52,747 -87%
SFA
619
Sequoia Financial Advisors
Ohio
$401K +$75K +1,462 +23%
AFP
620
Ausdal Financial Partners
Iowa
$400K +$174K +3,389 +77%
CWP
621
Cyndeo Wealth Partners
Florida
$399K -$153K -2,974 -28%
Nomura Asset Management
622
Nomura Asset Management
Japan
$395K
PCM
623
Parsons Capital Management
Rhode Island
$388K +$82.6K +1,611 +27%
WC
624
Waterloo Capital
Texas
$386K -$96.9K -1,890 -20%
OPWM
625
Oxinas Partners Wealth Management
Indiana
$385K +$385K +7,506 New