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iShares 1-5 Year Investment Grade Corporate Bond ETF

882 hedge funds and large institutions have $16B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 348 increasing their positions, 325 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
882
Holders Change
-28
Holders Change %
-3.08%
% of All Funds
12.78%
Holding in Top 10
76
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.43%
% of All Funds
1.1%
New
65
Increased
348
Reduced
325
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
676
Curtis Advisory Group
California
$296K +$9.95K +194 +3%
MOS
677
MGO One Seven
Ohio
$294K -$20K -390 -6%
WDC
678
Woodward Diversified Capital
California
$293K +$5.59K +109 +2%
GWAM
679
Guardian Wealth Advisors (Minnesota)
Minnesota
$290K -$14.4K -281 -5%
RIA
680
Regal Investment Advisors
Michigan
$290K -$222K -4,323 -43%
AL
681
Aspiriant LLC
California
$285K -$22.6K -440 -7%
ML
682
McAdam LLC
Pennsylvania
$285K +$45.2K +881 +19%
SFC
683
Strategic Financial Concepts
Texas
$283K +$283K +5,510 New
NPP
684
New Potomac Partners
Maryland
$283K -$441K -8,605 -61%
AGP
685
Autumn Glory Partners
Texas
$281K
FAFN
686
First Affirmative Financial Network
Colorado
$280K -$18.2K -354 -6%
GJIA
687
Glass Jacobson Investment Advisors
Maryland
$279K -$9.8K -191 -3%
DIA
688
Davidson Investment Advisors
Montana
$277K +$3.85K +75 +1%
BSW
689
Buckingham Strategic Wealth
Missouri
$276K +$18.1K +352 +7%
WPC
690
Waters Parkerson & Co
Louisiana
$273K
PWMAG
691
Pinnacle Wealth Management Advisory Group
New Jersey
$272K +$359 +7 +0.1%
VCAM
692
Van Cleef Asset Management
Ohio
$269K
IP
693
Ignite Planners
California
$268K -$2.09K -41 -0.8%
BNP Paribas Financial Markets
694
BNP Paribas Financial Markets
France
$267K -$1.8M -35,059 -87%
WAS
695
WESPAC Advisors SoCal
California
$264K -$13.6K -265 -5%
CWM
696
Centurion Wealth Management
Virginia
$264K +$51 +1 +0%
AP
697
Americana Partners
Texas
$262K +$262K +5,105 New
IWA
698
Icon Wealth Advisors
Texas
$259K +$9.64K +188 +4%
AFO
699
Allie Family Office
Florida
$258K
EAM
700
Evanson Asset Management
California
$258K +$1.54K +30 +0.6%