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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 %
TWM
801
Tradition Wealth Management
Minnesota
$67K +$10.9K +218 +20%
PCMC
802
Private Capital Management (Colorado)
Colorado
$65.8K +$65.8K +1,301 New
CIA
803
Cape Investment Advisory
Georgia
$63.1K +$63.1K +1,248 New
VCM
804
Vigilant Capital Management
Maine
$61K +$32.1K +635 +111%
BWP
805
Baldwin Wealth Partners
Massachusetts
$60.6K
AA
806
AlphaCentric Advisors
Puerto Rico
$60.5K +$60.5K +1,198 New
BAAM
807
Baker Avenue Asset Management
California
$57.6K -$5K -99 -8%
CTB
808
Country Trust Bank
Illinois
$56.8K -$51 -1 -0.1%
SSG
809
Summit Securities Group
New York
$51K -$255K -5,000 -83%
CB
810
CNB Bank
Pennsylvania
$50.5K -$44.2K -875 -47%
NL
811
NVWM LLC
Pennsylvania
$50.5K +$50.5K +1,000 New
FGAM
812
Financial Gravity Asset Management
Texas
$50.3K +$27.6K +61 +122%
HT
813
Headlands Technologies
Illinois
$49.6K +$49.6K +982 New
CP
814
Castleview Partners
Texas
$49.5K -$606 -12 -1%
OC
815
Oakworth Capital
Alabama
$48.5K
CAL
816
Capital Advisors Ltd
Ohio
$46K
BFPW
817
BOK Financial Private Wealth
Colorado
$45.2K +$45.2K +895 New
BA
818
Bellwether Advisors
Nebraska
$44.7K -$6.12K -121 -12%
FFA
819
Founders Financial Alliance
North Carolina
$44.2K
IBOK
820
Independence Bank of Kentucky
Kentucky
$43.7K
CCP
821
Carmel Capital Partners
California
$42.8K +$42.8K +847 New
RFA
822
Resurgent Financial Advisors
Georgia
$41.7K +$41.7K +826 New
HWM
823
HighMark Wealth Management
Minnesota
$39.6K +$3.44K +68 +9%
SIS
824
Sound Income Strategies
Florida
$38.1K
FWP
825
FAS Wealth Partners
Kansas
$36K -$225K -4,449 -86%