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iShares 1-5 Year Investment Grade Corporate Bond ETF

910 hedge funds and large institutions have $16.8B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 266 increasing their positions, 381 reducing their positions, and 74 closing their positions.

Holders
910
Holders Change
+41
Holders Change %
+4.72%
% of All Funds
13.34%
Holding in Top 10
83
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.75%
% of All Funds
1.22%
New
132
Increased
266
Reduced
381
Closed
74
Calls
$215K
Puts
Net Calls
+$215K
Net Calls Change
+$249K
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
51
Ritholtz Wealth Management
New York
$49.1M +$8.45M +164,701 +21%
CCA
52
Clearwater Capital Advisors
Illinois
$47.9M +$4.13M +80,574 +9%
RCG
53
Resource Consulting Group
Florida
$45.8M +$392K +7,640 +0.9%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$45.5M -$8.4M -163,857 -16%
UCFA
55
United Capital Financial Advisors
Texas
$45.4M -$27.8M -542,397 -38%
AFG
56
Arkansas Financial Group
Arkansas
$44.3M +$72.9K +1,421 +0.2%
BSB
57
Bangor Savings Bank
Maine
$42.4M -$899K -17,526 -2%
GI
58
Gradient Investments
Minnesota
$41.8M -$12.2M -237,105 -23%
Pathstone Holdings
59
Pathstone Holdings
New Jersey
$41.7M +$41.7M +814,090 New
KFAA
60
Klaas Financial Asset Advisors
Illinois
$41.6M +$1.2M +23,468 +3%
AC
61
Adroit Compliance
$41.6M +$41.6M +811,596 New
SI
62
Stephens Inc
Arkansas
$41.5M -$702K -13,692 -2%
SMFG
63
Sumitomo Mitsui Financial Group
Japan
$38.9M -$11.4M -222,272 -23%
PA
64
Procyon Advisors
Connecticut
$38.6M +$36.9M +719,830 +2,178%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$37.8M +$3.03M +59,183 +9%
AAP
66
Arax Advisory Partners
Colorado
$36.9M +$3.26M +63,495 +10%
ZIG
67
Zurich Insurance Group
Switzerland
$34.8M
Sumitomo Mitsui Trust Group
68
Sumitomo Mitsui Trust Group
Japan
$34.6M +$4.72M +92,000 +16%
AFIMH
69
American Family Insurance Mutual Holding
Wisconsin
$34.4M
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$33.9M +$33.9M +661,457 New
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$32.7M +$32.7M +638,300 New
AWM
72
AE Wealth Management
Kansas
$32.1M +$3.16M +61,711 +11%
CIC
73
Cutler Investment Counsel
Oregon
$31.9M +$692K +13,497 +2%
GG
74
Greenwood Gearhart
Arkansas
$31.9M -$516K -10,058 -2%
CW
75
Connectus Wealth
Ohio
$30.6M +$2.39M +46,638 +8%