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iShares 1-5 Year Investment Grade Corporate Bond ETF

897 hedge funds and large institutions have $17.6B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 265 increasing their positions, 401 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
897
Holders Change
-22
Holders Change %
-2.39%
% of All Funds
14.36%
Holding in Top 10
98
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.5%
% of All Funds
1.57%
New
93
Increased
265
Reduced
401
Closed
94
Calls
$1.02M
Puts
$2.61M
Net Calls
-$1.59M
Net Calls Change
-$472K
Name Holding Trade Value Shares
Change
Shares
Change %
BWL
876
Bogart Wealth LLC
Virginia
$7.63K -$3.13K -62 -29%
CCM
877
Chilton Capital Management
Texas
$7.43K +$7.43K +147 New
SMA
878
Sage Mountain Advisors
Georgia
$7.23K -$17.2K -340 -70%
FMP
879
Financial Management Professionals
Texas
$7K
VWM
880
Venturi Wealth Management
Texas
$6.82K +$6.82K +135 New
BA
881
Bristlecone Advisors
Washington
$6.47K +$6.47K +128 New
GM
882
GeoWealth Management
Illinois
$6K -$1.24M -22,443 -100%
TCOV
883
Trust Company of Vermont
Vermont
$5.61K -$64.6K -1,278 -92%
CFD
884
Creative Financial Designs
Indiana
$5.05K -$2.68K -53 -35%
TCPG
885
Trivant Custom Portfolio Group
California
$5.05K +$5.05K +100 New
PP
886
Pacifica Partners
Canada
$5.04K
CIAS
887
Capital Investment Advisory Services
North Carolina
$4.95K -$9.65K -191 -66%
RVM
888
Robinson Value Management
Texas
$3.79K
APC
889
Aspire Private Capital
North Carolina
$3.47K -$453 -9 -12%
CA
890
Clearstead Advisors
Ohio
$2.93K
IF
891
Integrity Financial
Wyoming
$2.53K
PMFA
892
Plante Moran Financial Advisors
Michigan
$2.53K +$253 +5 +11%
BEI
893
Benjamin Edwards Inc
Missouri
$2K -$2.84M -62,538 -100%
BAM
894
Byrne Asset Management
New Jersey
$2K
GWANC
895
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.82K -$64.7K -1,280 -97%
BCMLT
896
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.82K
KFI
897
Key Financial Inc
Pennsylvania
$1.62K
TAM
898
Townsend Asset Management
North Carolina
$1.31K +$1.31K +26 New
VF
899
VitalStone Financial
Texas
$1K +$316 +6 +46%
SL
900
Savior LLC
Massachusetts
$404