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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 %
SIM
776
Studio Investment Management
Illinois
$119K
HGERS
777
Householder Group Estate & Retirement Specialist
Arizona
$109K +$109K +2,155 New
RI
778
Ridgewood Investments
New Jersey
$107K +$107K +2,118 New
KSWA
779
Kathleen S. Wright Associates
Pennsylvania
$103K
Commonwealth Equity Services
780
Commonwealth Equity Services
Massachusetts
$103K -$1.15K -22,754 -1%
CLOS
781
Compagnie Lombard Odier SCmA
Switzerland
$98.1K
CB
782
Community Bank
New York
$96K
MCA
783
Maryland Capital Advisors
Maryland
$94.5K
NFSG
784
Newbridge Financial Services Group
Florida
$92.4K -$3.44K -68 -4%
PWMG
785
Prestige Wealth Management Group
New Jersey
$87.9K
CSWM
786
Cassady Schiller Wealth Management
Ohio
$85.9K
LWANC
787
Laurel Wealth Advisors (North Carolina)
North Carolina
$85.2K +$404 +8 +0.5%
RA
788
Rise Advisors
New York
$83.2K +$404 +8 +0.5%
TAM
789
Tucker Asset Management
Colorado
$80.2K -$202 -4 -0.3%
FSWA
790
Financial Synergies Wealth Advisors
Texas
$77.6K -$13.6K -270 -15%
WFA
791
WestHill Financial Advisors
California
$76.6K
PPC
792
Park Place Capital
Alabama
$76.2K -$145K -2,869 -66%
TF
793
TimeScale Financial
Massachusetts
$76.1K -$162K -3,207 -68%
TFGT
794
TS Financial Group (TSFG)
Illinois
$75K
CFO
795
CVA Family Office
Colorado
$73.7K +$51 +1 +0.1%
RLIM
796
Red Lighthouse Investment Management
New York
$71.9K
CHC
797
City Holding Co
West Virginia
$71.8K
WCM
798
Wunderlich Capital Managemnt
Tennessee
$71K +$71K +1,400 New
FFA
799
Farther Finance Advisors
California
$70.8K +$26.5K +524 +60%
WWM
800
Wolff Wiese Magana
California
$68.6K -$107K -2,119 -61%