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iShares 1-5 Year Investment Grade Corporate Bond ETF

945 hedge funds and large institutions have $16.9B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 373 increasing their positions, 299 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
945
Holders Change
+62
Holders Change %
+7.02%
% of All Funds
12.58%
Holding in Top 10
81
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+26.56%
% of All Funds
1.08%
New
133
Increased
373
Reduced
299
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GBT
751
Grove Bank & Trust
Florida
$266K
PT
752
Plimoth Trust
Massachusetts
$265K
FIA
753
Foundations Investment Advisors
Arizona
$265K +$18K +349 +7%
AP
754
Americana Partners
Texas
$264K
MWM
755
Mascoma Wealth Management
New Hampshire
$261K -$212K -4,097 -45%
IWP
756
Insight Wealth Partners
Texas
$260K +$260K +5,036 New
FAFN
757
First Affirmative Financial Network
Colorado
$260K +$4.39K +85 +2%
BMCM
758
Black Maple Capital Management
Wisconsin
$259K
DIA
759
Davidson Investment Advisors
Montana
$256K
PWG
760
Private Wealth Group
Florida
$254K
TC
761
TAGStone Capital
North Carolina
$251K +$3.47K +67 +1%
GWAM
762
Guardian Wealth Advisors (Minnesota)
Minnesota
$250K -$12.9K -250 -5%
DIA
763
Dana Investment Advisors
Wisconsin
$248K +$49K +947 +25%
ACP
764
Aviance Capital Partners
Florida
$247K
SFG
765
Seamount Financial Group
Colorado
$245K -$1.81K -35 -0.7%
WB
766
Webster Bank
Connecticut
$245K +$12.5K +242 +5%
IIA
767
Integral Investment Advisors
California
$244K
CWP
768
Concord Wealth Partners
Virginia
$244K +$4.76K +92 +2%
HS
769
Horan Securities
United States
$242K +$3.36K +65 +1%
AWM
770
Accurate Wealth Management
Florida
$237K -$2.06K -40 -0.9%
HT
771
Headlands Technologies
Illinois
$234K +$234K +4,520 New
FWM
772
Foguth Wealth Management
Michigan
$234K +$234K +4,504 New
MC
773
Middleton & Co
Massachusetts
$233K
LNWWM
774
Laird Norton Wetherby Wealth Management
California
$233K
BBA
775
BLB&B Advisors
Pennsylvania
$232K