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iShares 1-5 Year Investment Grade Corporate Bond ETF

877 hedge funds and large institutions have $17.4B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 296 increasing their positions, 378 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-20
Holders Change %
-2.23%
% of All Funds
13.83%
Holding in Top 10
95
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.06%
% of All Funds
1.5%
New
65
Increased
296
Reduced
378
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
626
SeaCrest Wealth Management
New York
$369K +$151 +3 +0%
DC
627
Destiny Capital
Colorado
$369K +$369K +7,354 New
VCM
628
Vivaldi Capital Management
Illinois
$366K
KPWS
629
Kestra Private Wealth Services
Texas
$364K +$156K +3,107 +75%
JLBC
630
J.L. Bainbridge & Co
Florida
$364K -$48K -957 -12%
FIA
631
Foundations Investment Advisors
Arizona
$363K -$829K -16,518 -70%
SB
632
Sunflower Bank
Texas
$360K
GWAM
633
Guardian Wealth Advisors (Minnesota)
Minnesota
$350K -$39.8K -793 -10%
SAM
634
Seelaus Asset Management
New Jersey
$347K -$752 -15 -0.2%
DI
635
DFPG Investments
Utah
$347K -$115K -2,289 -25%
BTWM
636
Baker Tilly Wealth Management
Wisconsin
$345K +$3.46K +69 +1%
EH
637
Equitable Holdings
New York
$342K +$8.08K +161 +2%
MC
638
Middleton & Co
Massachusetts
$339K -$48.2K -960 -12%
PT
639
Plimoth Trust
Massachusetts
$339K
Fiera Capital (Canada)
640
Fiera Capital (Canada)
Quebec, Canada
$337K +$3.91K +78 +1%
CSA
641
Cottage Street Advisors
Massachusetts
$335K
GPA
642
Garrison Point Advisors
California
$333K -$13K -260 -4%
SVWAG
643
Sound View Wealth Advisors Group
Georgia
$332K
CBFP
644
Cedar Brook Financial Partners
Ohio
$328K +$328K +6,533 New
LWA
645
Lineweaver Wealth Advisors
Ohio
$327K +$21.2K +423 +7%
TA
646
Townsend & Associates
Colorado
$327K +$327K +6,516 New
GA
647
Greytown Advisors
Florida
$321K
AWM
648
Avaii Wealth Management
Wisconsin
$320K -$3.06K -61 -0.9%
FDCDDQ
649
Federation des caisses Desjardins du Quebec
Quebec, Canada
$317K -$59K -1,176 -16%
MG
650
Mather Group
Illinois
$316K -$41.8M -833,336 -99%