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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 %
SWA
801
Sax Wealth Advisors
New Jersey
$202K +$202K +3,911 New
HWM
802
Hemington Wealth Management
Virginia
$202K +$1.34K +26 +0.7%
NWM
803
Navigoe Wealth Management
California
$202K +$202K +3,912 New
FHWM
804
Fox Hill Wealth Management
Massachusetts
$200K -$2.59K -50 -1%
PB
805
Pinnacle Bancorp
Nebraska
$199K
CA
806
CoreCap Advisors
Michigan
$198K +$88.2K +1,706 +80%
AWM
807
Atticus Wealth Management
Florida
$194K +$1.4K +27 +0.7%
APCM
808
Alaska Permanent Capital Management
Alaska
$194K
MG
809
Mather Group
Illinois
$189K -$11K -212 -5%
AIC
810
Archer Investment Corporation
Indiana
$173K +$52 +1 +0%
CA
811
Continuum Advisory
Idaho
$171K -$4.19K -81 -2%
NP
812
NorthRock Partners
Minnesota
$171K -$7.55K -146 -4%
CTA
813
Colonial Trust Advisors
South Carolina
$168K
TCPW
814
Twin City Private Wealth
North Carolina
$164K -$32.4K -626 -16%
WT
815
Washington Trust
Rhode Island
$164K -$1.83M -35,310 -92%
ZB
816
Zions Bancorporation
Utah
$155K
CT
817
Colonial Trust
South Carolina
$154K -$2.22K -43 -1%
CBT
818
Crews Bank & Trust
Florida
$148K +$148K +2,870 New
CFO
819
CVA Family Office
Colorado
$146K +$29.7K +575 +25%
WWP
820
WR Wealth Planners
Missouri
$144K -$14K -270 -9%
FRA
821
Front Row Advisors
California
$139K +$103 +2 +0.1%
GM
822
GeoWealth Management
Illinois
$137K -$2.15M -41,630 -94%
CTC
823
Central Trust Company
Missouri
$136K +$71.7K +1,387 +112%
CSWM
824
Cassady Schiller Wealth Management
Ohio
$131K +$43.3K +837 +49%
EWM
825
EPG Wealth Management
Georgia
$127K