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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
BLC
751
Brown, Lisle/Cummings
Rhode Island
$211K -$65.7K -1,300 -24%
V
752
Veritable
Delaware
$210K
AOWM
753
Alpha Omega Wealth Management
Virginia
$209K
KPWS
754
Kestra Private Wealth Services
Texas
$209K +$2.68K +53 +1%
AAM
755
Advisors Asset Management
Colorado
$206K -$83.1K -1,644 -29%
DP
756
Dearborn Partners
Illinois
$206K
WB
757
Webster Bank
Connecticut
$205K -$50.5K -999 -20%
SSWM
758
Smith Salley Wealth Management
North Carolina
$204K -$114K -2,260 -36%
CA
759
Centerpoint Advisors
Massachusetts
$203K +$203K +4,025 New
CM
760
Columbus Macro
Pennsylvania
$202K -$372K -7,366 -65%
ACIM
761
Azimuth Capital Investment Management
Michigan
$202K +$202K +4,000 New
SAF
762
Smith Anglin Financial
Texas
$202K +$202K +3,989 New
MCA
763
Martin Capital Advisors
Texas
$200K -$10.1K -200 -5%
PB
764
Pinnacle Bancorp
Nebraska
$198K +$8.44K +167 +4%
APCM
765
Alaska Permanent Capital Management
Alaska
$190K
WP
766
WealthShield Partners
North Carolina
$189K -$85.3K -1,687 -31%
FRA
767
Front Row Advisors
California
$186K
RG
768
Retirement Group
California
$180K -$80.3K -1,586 -31%
CBC
769
Coombe, Bender & Co
New York
$175K +$31.1K +616 +22%
EK
770
Evensky & Katz
Florida
$172K +$808 +16 +0.5%
AIC
771
Archer Investment Corporation
Indiana
$169K
BAM
772
Baldrige Asset Management
Pennsylvania
$149K -$273K -5,384 -65%
PTC
773
Private Trust Company
Ohio
$139K -$31.8K -629 -19%
GFL
774
Granite FO LLC
New Hampshire
$137K
AA
775
Ancora Advisors
Ohio
$131K -$7.23K -143 -5%