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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 %
EH
651
Equitable Holdings
New York
$424K -$102K -1,980 -19%
BHWM
652
Beaird Harris Wealth Management
Texas
$423K +$517 +10 +0.1%
IAS
653
Insigneo Advisory Services
Florida
$423K +$154K +2,987 +58%
PIA
654
Panoramic Investment Advisors
Colorado
$423K -$24.6K -475 -5%
SAW
655
Signal Advisors Wealth
Michigan
$416K +$149K +2,881 +56%
AWA
656
Arete Wealth Advisors
Illinois
$415K +$61.1K +1,181 +17%
CCG
657
Ceeto Capital Group
Florida
$414K
PWA
658
PCG Wealth Advisors
Kansas
$414K +$414K +8,000 New
GPA
659
Garrison Point Advisors
California
$410K +$8.79K +170 +2%
EW
660
Elyxium Wealth
California
$409K
RWM
661
Rialto Wealth Management
New York
$407K +$407K +7,878 New
T
662
TrueFG
Texas
$406K +$8.43K +163 +2%
OCM
663
Orleans Capital Management
Louisiana
$397K +$25.9K +500 +7%
DBRC
664
D.B. Root & Company
Pennsylvania
$392K +$31K +600 +9%
SCA
665
Stonebridge Capital Advisors
Minnesota
$391K -$29K -560 -7%
PTC
666
Private Trust Company
Ohio
$391K -$4.96K -96 -1%
AIP
667
Ameritas Investment Partners
Nebraska
$389K +$2.07K +40 +0.5%
First Manhattan
668
First Manhattan
New York
$388K +$23.8K +460 +7%
SS
669
Sunbelt Securities
Texas
$386K +$49K +947 +15%
IC
670
Innealta Capital
Texas
$386K -$75.5K -1,460 -16%
AIM
671
Acropolis Investment Management
Missouri
$385K -$565K -10,920 -59%
WTC
672
WhitTier Trust Company
Nevada
$384K -$62.6K -1,210 -14%
CA
673
CGN Advisors
Kansas
$383K +$931 +18 +0.2%
CIBC World Market
674
CIBC World Market
Ontario, Canada
$380K +$5.74K +111 +2%
GC
675
Grimes & Company
Massachusetts
$379K -$254K -4,906 -40%