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iShares 1-5 Year Investment Grade Corporate Bond ETF

869 hedge funds and large institutions have $16.9B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 278 increasing their positions, 378 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
869
Holders Change
-8
Holders Change %
-0.91%
% of All Funds
13.86%
Holding in Top 10
93
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.11%
% of All Funds
1.48%
New
74
Increased
278
Reduced
378
Closed
70
Calls
Puts
$34K
Net Calls
-$34K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Shares
Change %
CSIC
676
Clifford Swan Investment Counsel
California
$269K +$23K +461 +9%
MG
677
Mather Group
Illinois
$267K -$47K -944 -15%
EWM
678
Evercore Wealth Management
New York
$266K
PWMAG
679
Pinnacle Wealth Management Advisory Group
New Jersey
$264K -$4.98K -100 -2%
VCAM
680
Van Cleef Asset Management
Ohio
$262K
ML
681
McAdam LLC
Pennsylvania
$261K +$26.2K +525 +11%
AWM
682
Accurate Wealth Management
Florida
$259K -$8.51K -172 -3%
OWM
683
OneAscent Wealth Management
Alabama
$257K +$257K +5,150 New
CWM
684
Centurion Wealth Management
Virginia
$257K
SPW
685
Sonoma Private Wealth
California
$253K -$47.4K -952 -16%
RW
686
Rede Wealth
Virginia
$252K -$321K -6,434 -56%
ClearBridge Investments
687
ClearBridge Investments
New York
$249K +$299 +6 +0.1%
TFA
688
Triad Financial Advisors
North Carolina
$249K +$2.14K +43 +0.9%
BMCM
689
Black Maple Capital Management
Wisconsin
$249K
RCG
690
Regatta Capital Group
California
$249K
MCM
691
Mattern Capital Management
Colorado
$249K -$148K -2,963 -37%
HCA
692
Horan Capital Advisors
Ohio
$246K -$178K -3,562 -42%
EAM
693
Evanson Asset Management
California
$246K +$2.09K +42 +0.9%
IWP
694
Icon Wealth Partners
Texas
$245K -$7.03K -141 -3%
PWG
695
Private Wealth Group
Florida
$245K
EIA
696
Edgemoor Investment Advisors
Maryland
$242K
TF
697
Trek Financial
Arizona
$241K +$14.4K +289 +6%
ACP
698
Aviance Capital Partners
Florida
$238K
MC
699
Middleton & Co
Massachusetts
$237K -$99.7K -2,000 -30%
WDC
700
Woodward Diversified Capital
California
$237K +$7.72K +155 +3%