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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 %
SIM
826
Studio Investment Management
Illinois
$121K
SW
827
SoFi Wealth
California
$117K +$117K +2,261 New
SWC
828
Spectrum Wealth Counsel
Indiana
$115K +$1.03K +20 +0.9%
FPB
829
First PREMIER Bank
South Dakota
$111K +$415 +8 +0.4%
OP
830
ORG Partners
Indiana
$107K -$6.83K -132 -6%
AA
831
AlphaCentric Advisors
Puerto Rico
$106K +$7.65K +148 +8%
LCM
832
Logan Capital Management
Pennsylvania
$104K +$43.7K +846 +72%
MSG
833
Main Street Group
Virginia
$103K
LDB
834
Lee, Danner & Bass
Tennessee
$103K +$103K +2,000 New
OIA
835
Optimum Investment Advisors
Illinois
$102K -$67.2K -1,300 -40%
FFWM
836
Future Financial Wealth Management
Ohio
$102K
CB
837
Community Bank
New York
$98.2K
LWANC
838
Laurel Wealth Advisors (North Carolina)
North Carolina
$91.1K
FDCDDQ
839
Federation des caisses Desjardins du Quebec
Quebec, Canada
$87.9K -$1.5K -29 -2%
NFSG
840
Newbridge Financial Services Group
Florida
$87.9K +$87.9K +1,700 New
LC
841
Lindbrook Capital
California
$86.6K +$86.6K +1,675 New
SPF
842
South Plains Financial
Texas
$85.8K +$85.8K +1,660 New
FFA
843
Founders Financial Alliance
North Carolina
$79.5K +$207 +4 +0.3%
UBP
844
Union Bancaire Privee
Switzerland
$79.2K +$79.2K +1,702 New
WPA
845
West Paces Advisors
Georgia
$77.8K
RLIM
846
Red Lighthouse Investment Management
New York
$77.8K +$4.24K +82 +6%
CWC
847
Carolinas Wealth Consulting
North Carolina
$76.4K -$2.9K -56 -4%
CSC
848
Caldwell Sutter Capital
California
$69.5K
PPA
849
Painted Porch Advisors
California
$67.1K +$67.1K +1,298 New
PFT
850
Providence First Trust
Arizona
$67K +$67K +1,295 New