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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 %
VIA
926
Vickerman Investment Advisors
Washington
-$574K -11,516 Closed
BSG
927
Black Swift Group
Colorado
-$563K -11,300 Closed
MCC
928
Money Concepts Capital
Florida
-$558K -11,193 Closed
CC
929
Copperleaf Capital
North Carolina
-$553K -11,102 Closed
CCWA
930
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$547K -10,974 Closed
MWP
931
Meridian Wealth Partners
Pennsylvania
-$515K -10,333 Closed
TC
932
TAP Consulting
Missouri
-$483K -9,686 Closed
BFA
933
BMS Financial Advisors
South Dakota
-$504K -9,346 Closed
CBFP
934
Cedar Brook Financial Partners
Ohio
-$441K -8,844 Closed
CAM
935
Covenant Asset Management
New Jersey
-$386K -7,756 Closed
BI
936
Bramshill Investments
Florida
-$371K -7,445 Closed
AWM
937
Alterna Wealth Management
Texas
-$371K -7,413 Closed
HIM
938
Hanlon Investment Management
New Jersey
-$359K -7,211 Closed
OMC
939
Overbrook Management Corp
New York
-$349K -7,000 Closed
CWS
940
Cypress Wealth Services
California
-$322K -6,459 Closed
LIG
941
Lokken Investment Group
Delaware
-$315K -6,315 Closed
SHJ
942
Sharkey, Howes & Javer
Colorado
-$311K -6,233 Closed
AWG
943
Altus Wealth Group
Colorado
-$292K -5,865 Closed
SGK
944
Steigerwald Gordon & Koch
Virginia
-$282K -5,669 Closed
FMWA
945
Forvis Mazars Wealth Advisors
Missouri
-$277K -5,568 Closed
W
946
WealthOne
New York
-$277K -5,565 Closed
WEG
947
World Equity Group
Illinois
-$273K -5,477 Closed
MC
948
Montag & Caldwell
Georgia
-$262K -5,268 Closed
TPWA
949
TRUE Private Wealth Advisors
Oregon
-$257K -5,162 Closed
MM
950
Meridian Management
Arkansas
-$256K -5,136 Closed