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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 %
WB
726
Webster Bank
Connecticut
$207K
AOWM
727
Alpha Omega Wealth Management
Virginia
$207K
RPA
728
Rock Point Advisors
Vermont
$204K -$23.6K -473 -10%
SAF
729
Smith Anglin Financial
Texas
$202K +$1.69K +34 +0.8%
CAM
730
Concorde Asset Management
Michigan
$201K +$201K +4,034 New
WPA
731
West Paces Advisors
Georgia
$196K -$22.4K -450 -10%
CA
732
Crewe Advisors
Utah
$188K
APCM
733
Alaska Permanent Capital Management
Alaska
$187K
FRA
734
Front Row Advisors
California
$184K +$50 +1 +0%
RG
735
Retirement Group
California
$183K +$349 +7 +0.2%
SR
736
Syntax Research
Florida
$182K +$182K +3,660 New
PTC
737
Private Trust Company
Ohio
$170K +$33.4K +670 +24%
AIC
738
Archer Investment Corporation
Indiana
$169K +$2.29K +46 +1%
EWM
739
EPG Wealth Management
Georgia
$167K -$21.2K -426 -11%
FMII
740
Farmers & Merchants Investments Inc
Nebraska
$157K +$157K +3,152 New
FDCDDQ
741
Federation des caisses Desjardins du Quebec
Quebec, Canada
$145K -$170K -3,403 -54%
WP
742
WealthShield Partners
North Carolina
$145K +$29.2K +586 +25%
CTC
743
Central Trust Company
Missouri
$141K -$107K -2,150 -43%
CPG
744
Cornerstone Planning Group
New Jersey
$123K -$2.99K -60 -2%
SIM
745
Studio Investment Management
Illinois
$117K
HWP
746
Hibernia Wealth Partners
Louisiana
$112K +$112K +2,251 New
FCMT
747
Founders Capital Management (Texas)
Texas
$106K -$940K -18,869 -90%
CWP
748
Concord Wealth Partners
Virginia
$103K +$88.5K +1,776 +623%
Legacy Financial Group (Iowa)
749
Legacy Financial Group (Iowa)
Iowa
$103K +$103K +2,057 New
FFA
750
Farther Finance Advisors
California
$100K +$76.1K +1,528 +315%