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iShares 1-5 Year Investment Grade Corporate Bond ETF

910 hedge funds and large institutions have $16.8B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 266 increasing their positions, 381 reducing their positions, and 74 closing their positions.

Holders
910
Holders Change
+41
Holders Change %
+4.72%
% of All Funds
13.34%
Holding in Top 10
83
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.75%
% of All Funds
1.22%
New
132
Increased
266
Reduced
381
Closed
74
Calls
$215K
Puts
Net Calls
+$215K
Net Calls Change
+$249K
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
76
Raymond James Financial Services Advisors
Florida
$30.2M +$430K +8,386 +1%
Osaic Holdings
77
Osaic Holdings
Arizona
$30.2M -$5.89M -114,905 -16%
NC
78
NewSquare Capital
Pennsylvania
$29.9M -$634K -12,366 -2%
HighTower Advisors
79
HighTower Advisors
Illinois
$29.6M +$3.41M +66,479 +13%
RVPG
80
Relative Value Partners Group
$28.5M +$199K +3,875 +0.7%
1832 Asset Management
81
1832 Asset Management
Ontario, Canada
$27.7M +$5.12M +99,932 +23%
Prudential Financial
82
Prudential Financial
New Jersey
$26.9M -$30K -586 -0.1%
SGAM
83
Stephens Group Asset Management
Arkansas
$26.5M -$35.4M -689,741 -57%
OWP
84
Obermeyer Wealth Partners
Colorado
$26.4M -$2.02M -39,327 -7%
PP
85
PDS Planning
Ohio
$25.9M +$2.48M +48,431 +11%
LFS
86
Lutz Financial Services
Nebraska
$25.6M -$885K -17,251 -3%
Lazard Asset Management
87
Lazard Asset Management
New York
$24.2M -$22.9M
UBV
88
United Bank (Virginia)
Virginia
$24.1M -$31.9M -622,635 -57%
BCWM
89
Bartlett & Co Wealth Management
Ohio
$23.9M +$4.18M +81,606 +21%
BC
90
Bartlett & Co
Ohio
$23.9M +$4.18M +81,606 +21%
FG
91
Fiduciary Group
Georgia
$23.6M -$715K -13,941 -3%
AP
92
Atwood & Palmer
Missouri
$23.1M +$453K +8,825 +2%
PI
93
Parkside Investments
Illinois
$22.7M +$7.71M +150,345 +51%
GC
94
Gilbert & Cook
Iowa
$22.5M -$5.68M -110,832 -20%
DI
95
DDFG Inc
California
$22.5M -$129K -2,507 -0.6%
Kayne Anderson Rudnick Investment Management
96
Kayne Anderson Rudnick Investment Management
California
$22.2M -$1.12M -21,803 -5%
MCWS
97
McKinley Carter Wealth Services
West Virginia
$22.1M -$1.12M -21,824 -5%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$21.5M -$820K -15,998 -4%
ST
99
Sabal Trust
Florida
$21.3M -$1.07M -20,795 -5%
GFA
100
Gallagher Fiduciary Advisors
Illinois
$21.1M +$610K +11,906 +3%