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iShares 1-5 Year Investment Grade Corporate Bond ETF

869 hedge funds and large institutions have $16.9B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 278 increasing their positions, 378 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
869
Holders Change
-8
Holders Change %
-0.91%
% of All Funds
13.86%
Holding in Top 10
93
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.11%
% of All Funds
1.48%
New
74
Increased
278
Reduced
378
Closed
70
Calls
Puts
$34K
Net Calls
-$34K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Shares
Change %
MHR
801
Matthew Hamilton Rosenberg
$30.2K +$249 +5 +0.8%
BCM
802
BluePath Capital Management
Georgia
$29.6K +$29.6K +595 New
HWA
803
HHM Wealth Advisors
Tennessee
$29.5K +$199 +4 +0.7%
MA
804
Montag & Associates
Georgia
$28.4K
NCM
805
Northwest Capital Management
Oregon
$27.6K -$797 -16 -3%
LF
806
Lee Financial
Texas
$25K
ACM
807
Antonetti Capital Management
Florida
$24.9K -$4.98K -100 -17%
CWC
808
Carolinas Wealth Consulting
North Carolina
$24.7K -$1.26M -25,325 -98%
FA
809
Faithward Advisors
Pennsylvania
$24.6K
CHC
810
City Holding Co
West Virginia
$24.4K -$46.3K -930 -65%
FWM
811
Focused Wealth Management
New York
$24.3K
ME
812
McIlrath & Eck
Washington
$24.2K
RA
813
Rise Advisors
New York
$24.2K -$58.5K -1,174 -71%
TIM
814
Thompson Investment Management
Wisconsin
$22K
PWMG
815
Provence Wealth Management Group
California
$20.6K +$20.6K +414 New
DZ Bank
816
DZ Bank
Germany
$20.3K
WIM
817
Westside Investment Management
California
$19.9K
PPC
818
Park Place Capital
Alabama
$19.9K +$19.9K +400 New
PAIM
819
Punch & Associates Investment Management
Minnesota
$19.9K -$59.5K -1,195 -75%
SSB
820
Sandy Spring Bank
Maryland
$19.1K +$19.1K +384 New
ANBT
821
American National Bank & Trust
Texas
$18.1K
HIA
822
Harbor Investment Advisory
Maryland
$17.4K
SIS
823
Sound Income Strategies
Florida
$17K
CCP
824
Clarkston Capital Partners
Michigan
$16.8K +$16.8K +338 New
WWM
825
Wolff Wiese Magana
California
$16.5K -$24.6K -493 -60%