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iShares 1-5 Year Investment Grade Corporate Bond ETF

877 hedge funds and large institutions have $17.4B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 296 increasing their positions, 378 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-20
Holders Change %
-2.23%
% of All Funds
13.83%
Holding in Top 10
95
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.06%
% of All Funds
1.5%
New
65
Increased
296
Reduced
378
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
851
Founders Financial Alliance
North Carolina
$9.58K -$34.3K -684 -78%
MAWCM
852
Mine & Arao Wealth Creation & Management
California
$9.57K +$100 +2 +1%
CAS
853
Coppell Advisory Solutions
Texas
$9.07K +$9.07K +181 New
GIA
854
GHP Investment Advisors
Colorado
$7.96K +$7.96K +159 New
CCM
855
Chilton Capital Management
Texas
$7.38K
BWL
856
Bogart Wealth LLC
Virginia
$6.77K -$803 -16 -11%
MTIC
857
Missouri Trust & Investment Company
Missouri
$6.33K +$6.33K +121 New
IPW
858
Impact Partnership Wealth
Georgia
$6.27K +$6.27K +125 New
CFD
859
Creative Financial Designs
Indiana
$5.02K
TCPG
860
Trivant Custom Portfolio Group
California
$5.02K
GM
861
GeoWealth Management
Illinois
$5K
TRCT
862
Tower Research Capital (TRC)
New York
$4.52K +$4.52K +90 New
CIAS
863
Capital Investment Advisory Services
North Carolina
$3.96K -$953 -19 -19%
RVM
864
Robinson Value Management
Texas
$3.76K
VWM
865
Venturi Wealth Management
Texas
$3.51K -$3.26K -65 -48%
APC
866
Aspire Private Capital
North Carolina
$3.45K
IF
867
Integrity Financial
Wyoming
$2.51K
BAM
868
Byrne Asset Management
New Jersey
$2K
BEI
869
Benjamin Edwards Inc
Missouri
$2K
BAM
870
Bellevue Asset Management
Washington
$1.96K +$1.96K +39 New
GWANC
871
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.81K
BCMLT
872
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.81K
KFI
873
Key Financial Inc
Pennsylvania
$1.61K
NRG
874
Nemes Rush Group
Michigan
$1.51K +$1.51K +30 New
TAM
875
Townsend Asset Management
North Carolina
$1.3K