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iShares 1-5 Year Investment Grade Corporate Bond ETF

870 hedge funds and large institutions have $15.2B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 304 increasing their positions, 354 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
-12
Holders Change %
-1.36%
% of All Funds
12.65%
Holding in Top 10
73
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.95%
% of All Funds
1.06%
New
61
Increased
304
Reduced
354
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWC
776
Carolinas Wealth Consulting
North Carolina
$78.5K -$2.36K -46 -3%
FFA
777
Founders Financial Alliance
North Carolina
$78.4K +$154 +3 +0.2%
WP
778
WealthShield Partners
North Carolina
$77.7K -$11.6K -226 -13%
WPA
779
West Paces Advisors
Georgia
$77.1K
RIA
780
Realta Investment Advisors
Delaware
$73.7K -$13.8K -269 -16%
RLIM
781
Red Lighthouse Investment Management
New York
$72.9K
WCM
782
Wunderlich Capital Managemnt
Tennessee
$71.7K
CFO
783
CVA Family Office
Colorado
$69.3K
CSC
784
Caldwell Sutter Capital
California
$68.9K
CTC
785
Central Trust Company
Missouri
$66K -$111K -2,166 -63%
LWCFA
786
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$65.6K
LWM
787
Liberty Wealth Management
California
$65K +$65K +52,924 New
EWA
788
Elevate Wealth Advisory
Georgia
$64.3K
TFGT
789
TS Financial Group (TSFG)
Illinois
$64K
SNB
790
Security National Bank
Nebraska
$63.8K -$40.2K -785 -39%
PCMC
791
Private Capital Management (Colorado)
Colorado
$62.8K
BWP
792
Baldwin Wealth Partners
Massachusetts
$61.5K
HI
793
Horizon Investments
North Carolina
$58.3K -$12.6K -247 -18%
SSB
794
Sandy Spring Bank
Maryland
$57.9K +$57.9K +1,130 New
VWM
795
Valley Wealth Managers
New Jersey
$56K -$9.94K -194 -15%
ACA
796
Aptus Capital Advisors
Alabama
$54K +$51 +1 +0.1%
FCMT
797
Founders Capital Management (Texas)
Texas
$53.3K
CIA
798
Cape Investment Advisory
Georgia
$49.7K -$5.59K -109 -10%
OC
799
Oakworth Capital
Alabama
$49.2K
TAM
800
Tucker Asset Management
Colorado
$48.8K