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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 %
BFO
626
Boston Family Office
Massachusetts
$479K -$3.83K -74 -0.8%
AIP
627
Alexis Investment Partners
Texas
$478K +$478K +9,250 New
WP
628
WMS Partners
Maryland
$477K
S
629
Sachetta
Massachusetts
$476K
HPFG
630
Hart & Patterson Financial Group
Massachusetts
$472K +$27.7K +536 +6%
MFA
631
Mayflower Financial Advisors
Massachusetts
$470K -$19.7K -382 -4%
TCA
632
Transcend Capital Advisors
New Jersey
$467K -$20.3K -392 -4%
ACP
633
Aveo Capital Partners
Colorado
$466K +$6.15K +119 +1%
HWM
634
Hohimer Wealth Management
Washington
$465K +$155 +3 +0%
IWM
635
IHT Wealth Management
Illinois
$458K -$610K -11,807 -57%
EP
636
Edgestream Partners
New Jersey
$454K -$657K -12,703 -59%
CWP
637
Cyndeo Wealth Partners
Florida
$452K
CWG
638
Cornerstone Wealth Group
North Carolina
$447K -$9.72K -188 -2%
VP
639
Verum Partners
North Carolina
$443K +$6.15K +119 +1%
RZH
640
Relyea Zuckerberg Hanson
Connecticut
$442K +$4.55K +88 +1%
MSA
641
Marathon Strategic Advisors
Pennsylvania
$441K -$34.8K -673 -7%
BF
642
Brucke Financial
Indiana
$441K +$441K +8,469 New
SP
643
Successful Portfolios
Florida
$439K -$15.6K -302 -3%
AWM
644
Ameliora Wealth Management
Switzerland
$439K
EWA
645
EverSource Wealth Advisors
Alabama
$438K -$44.5K -860 -9%
MFIMFI
646
Mesirow Financial Investment Management - Fixed Income
Illinois
$434K
JCM
647
Janney Capital Management
Pennsylvania
$433K -$17.5K -338 -4%
WCM
648
WealthBridge Capital Management
Ohio
$432K +$18.1K +350 +4%
FUBT
649
First United Bank & Trust
Maryland
$426K -$68.2K -1,320 -14%
CAM
650
Creekmur Asset Management
Illinois
$424K -$258 -5 -0.1%