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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 %
AWM
676
Accurate Wealth Management
Florida
$271K -$90.5K -1,804 -25%
SW
677
SlateStone Wealth
Florida
$270K
EB
678
Exchange Bank
California
$268K +$268K +5,345 New
EWM
679
Evercore Wealth Management
New York
$268K
WA
680
Wambolt & Associates
Colorado
$267K -$2.57M -51,250 -91%
FAFN
681
First Affirmative Financial Network
Colorado
$266K -$8.78K -175 -3%
Lido Advisors
682
Lido Advisors
California
$266K -$12.7K -254 -5%
WHG
683
Westwood Holdings Group
Texas
$266K -$58.5K -1,164 -18%
HIS
684
Horizon Investment Services
Indiana
$265K -$10.4K -207 -4%
VCAM
685
Van Cleef Asset Management
Ohio
$263K -$50.2K -1,000 -16%
CWM
686
Cornerstone Wealth Management
Missouri
$261K +$261K +5,210 New
BOSSRA
687
B.O.S.S. Retirement Advisors
Utah
$259K +$9.94K +198 +4%
CWM
688
Centurion Wealth Management
Virginia
$258K
IWP
689
Icon Wealth Partners
Texas
$254K +$1.86K +37 +0.7%
AT
690
Arden Trust
Delaware
$253K
T
691
TNF
Montana
$251K -$34.2K -682 -12%
RCG
692
Regatta Capital Group
California
$251K -$5.02K -100 -2%
GITFIT
693
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$251K
BMCM
694
Black Maple Capital Management
Wisconsin
$251K
ClearBridge Investments
695
ClearBridge Investments
New York
$251K +$4.57K +91 +2%
HIA
696
HTG Investment Advisors
Connecticut
$250K +$250K +4,980 New
CTC
697
Central Trust Company
Missouri
$250K -$6.92K -138 -3%
TFA
698
Triad Financial Advisors
North Carolina
$249K -$48.5K -967 -16%
CSIC
699
Clifford Swan Investment Counsel
California
$247K
PWG
700
Private Wealth Group
Florida
$246K