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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 %
BFW
701
Brady Family Wealth
Missouri
$335K -$63.1K -1,220 -16%
CF
702
Centaurus Financial
California
$333K -$14.5K -280 -4%
ATC
703
Argent Trust Co
Tennessee
$332K -$5.17K -100 -2%
CAWM
704
Capital Advisors Wealth Management
Washington
$327K -$102K -1,981 -24%
KFGG
705
Keystone Financial Group (Georgia)
Georgia
$325K +$325K +6,291 New
VWWMG
706
Vermillion & White Wealth Management Group
Pennsylvania
$325K
PG
707
Patten Group
Tennessee
$323K +$8.89K +172 +3%
TA
708
Townsend & Associates
Colorado
$319K -$9.44K -182 -3%
LA
709
Lifeworks Advisors
Michigan
$314K -$5.27K -102 -2%
SAM
710
Strive Asset Management
Ohio
$313K +$313K +6,053 New
PPC
711
Park Place Capital
Alabama
$313K +$125K +2,425 +67%
HBS
712
Howard Bailey Securities
Indiana
$313K +$6.57K +127 +2%
LMKC
713
L.M. Kohn & Company
Ohio
$311K -$574K -11,098 -65%
SAM
714
Seelaus Asset Management
New Jersey
$311K -$2.12K -41 -0.7%
CW
715
CreativeOne Wealth
Kansas
$310K +$21.9K +423 +8%
4WM
716
4J Wealth Management
Virginia
$308K -$25.6K -495 -8%
TCM
717
TD Capital Management
Tennessee
$308K
DWT
718
Dorsey & Whitney Trust
South Dakota
$304K +$52 +1 +0%
HPM
719
Hoxton Planning & Management
West Virginia
$301K -$4.19K -81 -1%
NW
720
NewEdge Wealth
Pennsylvania
$299K +$87.6K +1,694 +41%
IC
721
IEQ Capital
California
$299K +$299K +5,780 New
ML
722
McAdam LLC
Pennsylvania
$298K -$29.6K -572 -9%
JLBC
723
J.L. Bainbridge & Co
Florida
$297K +$5.53K +107 +2%
Fisher Asset Management
724
Fisher Asset Management
Washington
$297K -$86.7K -1,677 -23%
IIC
725
Integrated Investment Consultants
Michigan
$296K