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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 %
WPC
601
Waters Parkerson & Co
Louisiana
$563K +$172K +3,325 +44%
WAS
602
Wealth Advisory Solutions
Indiana
$562K -$16K -310 -3%
LB
603
Legacy Bridge
Iowa
$551K +$52 +1 +0%
DADC
604
D.A. Davidson & Co
Montana
$550K +$11.8K +229 +2%
GSWM
605
Golden State Wealth Management
California
$540K +$540K +10,452 New
BJL
606
Brighton Jones LLC
Washington
$539K +$539K +10,419 New
CFA
607
Cahill Financial Advisors
Minnesota
$538K -$51.8K -1,002 -9%
WWA
608
Wingate Wealth Advisors
Massachusetts
$533K +$533K +10,319 New
LFAS
609
Level Four Advisory Services
Texas
$531K
EFS
610
Essex Financial Services
Connecticut
$525K -$37.7K -730 -7%
RA
611
RFG Advisory
Alabama
$523K +$12.2K +236 +2%
BHB
612
Bank Hapoalim BM
Israel
$522K -$558K
CWA
613
Cascade Wealth Advisors
Washington
$517K
VFM
614
Vision Financial Markets
Connecticut
$517K +$517K +10,000 New
FHB
615
First Hawaiian Bank
Hawaii
$513K +$4.29K +83 +0.8%
USCWA
616
U.S. Capital Wealth Advisors
Texas
$513K
BRWA
617
B. Riley Wealth Advisors
Florida
$511K -$33.8K -653 -6%
BNP Paribas Financial Markets
618
BNP Paribas Financial Markets
France
$506K -$4.52M -87,447 -90%
1CM
619
1492 Capital Management
Wisconsin
$499K +$245K +4,741 +96%
AFO
620
Allie Family Office
Florida
$496K +$235K +4,532 +90%
RWM
621
Rockwood Wealth Management
Pennsylvania
$496K -$1.31M -25,330 -73%
AWM
622
AllSquare Wealth Management
New York
$495K
CTWM
623
Cherry Tree Wealth Management
Minnesota
$490K -$7.45K -144 -1%
KTA
624
Keeley-Teton Advisors
Illinois
$485K -$215K -4,160 -31%
RW
625
Rede Wealth
Virginia
$479K -$1.09K -21 -0.2%