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iShares 1-5 Year Investment Grade Corporate Bond ETF

883 hedge funds and large institutions have $15.8B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 326 increasing their positions, 322 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
+13
Holders Change %
+1.49%
% of All Funds
12.77%
Holding in Top 10
64
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.33%
% of All Funds
0.93%
New
76
Increased
326
Reduced
322
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCA
726
Prosperity Capital Advisors
Ohio
$239K +$16.3K +310 +7%
MC
727
Middleton & Co
Massachusetts
$238K -$13.4K -255 -5%
LNWWM
728
Laird Norton Wetherby Wealth Management
California
$237K
WB
729
Webster Bank
Connecticut
$237K +$10K +190 +4%
RCG
730
Regatta Capital Group
California
$237K
BBA
731
BLB&B Advisors
Pennsylvania
$236K +$5.79K +110 +3%
FP
732
Financial Perspectives
Minnesota
$230K -$737 -14 -0.3%
MIC
733
Meridian Investment Counsel
California
$230K
SW
734
SteelPeak Wealth
California
$227K +$227K +4,313 New
EWM
735
Empirical Wealth Management
Washington
$225K
SHGA
736
Sand Hill Global Advisors
California
$222K
CCM
737
Canal Capital Management
Virginia
$218K +$218K +4,141 New
CWS
738
Confluence Wealth Services
Pennsylvania
$217K -$366K -6,953 -63%
MGIA
739
Matthew Goff Investment Advisor
Texas
$217K -$2.16K -41 -1%
NW
740
NewEdge Wealth
Pennsylvania
$215K -$216K -4,102 -50%
HIS
741
Horizon Investment Services
Indiana
$214K
LCGC
742
Legacy Capital Group California
California
$214K +$474 +9 +0.2%
PWS
743
Proactive Wealth Strategies
Georgia
$213K +$213K +4,042 New
IIM
744
Ipswich Investment Management
Massachusetts
$211K -$3.37K -64 -2%
TWCA
745
Two West Capital Advisors
Kansas
$209K -$1.11K -21 -0.5%
MCA
746
Martin Capital Advisors
Texas
$209K
FHWM
747
Fox Hill Wealth Management
Massachusetts
$206K +$105 +2 +0.1%
RI
748
Ridgewood Investments
New Jersey
$205K +$58.8K +1,116 +40%
MG
749
Mather Group
Illinois
$204K -$23.1K -439 -10%
PB
750
Pinnacle Bancorp
Nebraska
$203K