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iShares 1-5 Year Investment Grade Corporate Bond ETF

901 hedge funds and large institutions have $19.7B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 431 increasing their positions, 264 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
+9
Holders Change %
+1.01%
% of All Funds
15.73%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.97%
New
65
Increased
431
Reduced
264
Closed
45
Calls
$603K
Puts
Net Calls
+$603K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Shares
Change %
SSB
826
Sandy Spring Bank
Maryland
$67K +$16.6K +304 +33%
SWM
827
Sugarloaf Wealth Management
Georgia
$64K -$1.77M -32,289 -97%
FA
828
Faithward Advisors
Pennsylvania
$57K
CA
829
Clearstead Advisors
Ohio
$57K +$41.2K +749 +262%
IFA
830
Interactive Financial Advisors
Illinois
$55K -$27.4K -499 -33%
AWM
831
Accel Wealth Management
Iowa
$55K -$437 -8 -0.8%
SBL
832
Sargent Bickham Lagudis
Colorado
$55K
FGAM
833
Financial Gravity Asset Management
Texas
$55K +$55K +1,089 New
BW
834
Bison Wealth
Georgia
$52K +$3.38K +62 +7%
BWP
835
Baldwin Wealth Partners
Massachusetts
$51K
JPLA
836
Joseph P. Lucia & Associates
New York
$50K -$8.84K -160 -15%
JAM
837
JCIC Asset Management
Ontario, Canada
$49K
IBOK
838
Independence Bank of Kentucky
Kentucky
$47K
MWM
839
MTC Wealth Management
Florida
$44.9K +$2.26K +41,281 +5%
FEG
840
Financial Enhancement Group
Indiana
$44K
IFAM
841
Institutional & Family Asset Management
Colorado
$43K -$29.8K -541 -41%
AC
842
AlphaCore Capital
California
$40K +$40K +728 New
AIM
843
Astor Investment Management
Illinois
$39K -$17.2M -316,744 -100%
CIAS
844
Capital Investment Advisory Services
North Carolina
$39K -$1.32M -23,903 -97%
CHC
845
City Holding Co
West Virginia
$38K +$31.8K +585 +509%
PWP
846
Personal Wealth Partners
Minnesota
$38K +$38K +700 New
GI
847
Gradient Investments
Minnesota
$35K +$16K +293 +84%
MA
848
Montag & Associates
Georgia
$34K
JFA
849
JNBA Financial Advisors
Minnesota
$33K
PP
850
Pacifica Partners
Canada
$32K