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iShares 1-5 Year Investment Grade Corporate Bond ETF

897 hedge funds and large institutions have $17.6B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 265 increasing their positions, 401 reducing their positions, and 94 closing their positions.

Holders
897
Holders Change
-22
Holders Change %
-2.39%
% of All Funds
14.36%
Holding in Top 10
98
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.5%
% of All Funds
1.57%
New
93
Increased
265
Reduced
401
Closed
94
Calls
$1.02M
Puts
$2.61M
Net Calls
-$1.59M
Net Calls Change
-$472K
Name Market Value Shares Shares
Change
Shares
Change %
SMFG
51
Sumitomo Mitsui Financial Group
Japan
$47.5M 939,040 -20,957 -2%
AFG
52
Arkansas Financial Group
Arkansas
$44.8M 887,402 -12,901 -1%
UCFA
53
United Capital Financial Advisors
Texas
$44M 871,018 +25,723 +3%
UBV
54
United Bank (Virginia)
Virginia
$43.2M 854,285 +854,285 New
MG
55
Mather Group
Illinois
$42.4M 839,641 +30,592 +4%
Lazard Asset Management
56
Lazard Asset Management
New York
1832 Asset Management
57
1832 Asset Management
Ontario, Canada
$39M 771,647 +9,702 +1%
PI
58
PFS Investments
Georgia
$38.9M 769,437 +103,069 +15%
CW
59
Connectus Wealth
Ohio
$37.8M 747,438 +63,553 +9%
GC
60
Grimes & Company
Massachusetts
$37.8M 748,026 +28,769 +4%
KFAA
61
Klaas Financial Asset Advisors
Illinois
$37.6M 744,101 +23,667 +3%
HNB
62
Huntington National Bank
Ohio
GG
63
Greenwood Gearhart
Arkansas
$35.4M 700,383 +201,878 +40%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$35.1M 695,443 +22,885 +3%
ZIG
65
Zurich Insurance Group
Switzerland
$34.3M 679,581
AFIMH
66
American Family Insurance Mutual Holding
Wisconsin
$33.9M 670,543
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$32.2M 637,297 -303,531 -32%
AAP
68
Arax Advisory Partners
Colorado
$31.8M 629,944 +2,666 +0.4%
NC
69
NewSquare Capital
Pennsylvania
$31.1M 615,512 -28,468 -4%
CIC
70
Cutler Investment Counsel
Oregon
$30.9M 611,380 -40,025 -6%
OWP
71
Obermeyer Wealth Partners
Colorado
$30.4M 600,071 -46,160 -7%
PFO
72
Pathstone Family Office
New Jersey
$30.3M 600,321 -1,799,741 -75%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$28.2M 558,865 -14,070 -2%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$27.9M 552,121 -92,250 -14%
CCA
75
Clearwater Capital Advisors
Illinois
$27.4M 542,438 +66,046 +14%