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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 %
LWCFA
851
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$66.1K -$19K -365 -22%
EWA
852
Elevate Wealth Advisory
Georgia
$64.8K
SNB
853
Security National Bank
Nebraska
$64.4K
BWL
854
Bogart Wealth LLC
Virginia
$64.1K +$57.8K +1,118 +924%
LC
855
Lavaca Capital
Texas
$60.5K +$60.5K +1,171 New
PCWA
856
Pacific Capital Wealth Advisors
California
$59.4K +$59.4K +1,148 New
OC
857
Oarsman Capital
Wisconsin
$59.2K +$9.05K +175 +18%
HI
858
Horizon Investments
North Carolina
$59K
SSB
859
Sandy Spring Bank
Maryland
$58.4K
FCMT
860
Founders Capital Management (Texas)
Texas
$53.8K
TFGT
861
TS Financial Group (TSFG)
Illinois
$51K -$12.5K -244 -20%
CWM
862
Copia Wealth Management
Oregon
$50.2K +$50.2K +971 New
BTI
863
Blue Trust Inc
Georgia
$49.9K +$20.5K +396 +70%
T
864
Tidemark
California
$49K
IBOK
865
Independence Bank of Kentucky
Kentucky
$44.7K
CIA
866
Cape Investment Advisory
Georgia
$43.8K +$7.86K +152 +22%
TIM
867
Thompson Investment Management
Wisconsin
$43K +$20.2K +390 +88%
FFO
868
Fortitude Family Office
Arizona
$42.8K +$42.8K +827 New
MIFH
869
Migdal Insurance & Financial Holdings
Israel
$42K
DWM
870
Darwin Wealth Management
Florida
$41.8K -$7.71K -149 -16%
KSB
871
Kennebec Savings Bank
Maine
$41.7K
BC
872
Barrett & Company
Rhode Island
$41.4K
CP
873
Castleview Partners
Texas
$40.5K
VWM
874
Valley Wealth Managers
New Jersey
$38.8K
BIA
875
Bell Investment Advisors
California
$36.8K