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iShares 1-5 Year Investment Grade Corporate Bond ETF

931 hedge funds and large institutions have $16.3B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 345 increasing their positions, 355 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
931
Holders Change
-14
Holders Change %
-1.48%
% of All Funds
12.65%
Holding in Top 10
77
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.94%
% of All Funds
1.05%
New
77
Increased
345
Reduced
355
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PP
76
PDS Planning
Ohio
$35.4M +$730K +13,936 +2%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$35.4M +$1.35M +25,718 +4%
Focus Partners Wealth
78
Focus Partners Wealth
Massachusetts
$35.2M -$4.62M -88,214 -12%
MD
79
Money Design
Japan
$35M -$29.3M -559,200 -46%
Pathstone Holdings
80
Pathstone Holdings
New Jersey
$34.4M +$9.44M +180,349 +38%
Envestnet Portfolio Solutions
81
Envestnet Portfolio Solutions
Illinois
$34.1M +$8.18M +156,214 +32%
BCWM
82
Bartlett & Co Wealth Management
Ohio
$34.1M +$1.13M +21,636 +3%
SWM
83
Stockman Wealth Management
Montana
$34M -$14.6M -278,572 -30%
NC
84
NewSquare Capital
Pennsylvania
$33.6M +$595K +11,367 +2%
GI
85
Gradient Investments
Minnesota
$33M +$12.9M +246,750 +64%
UCFA
86
United Capital Financial Advisors
Texas
$30.8M -$2.73M -52,148 -8%
Citadel Advisors
87
Citadel Advisors
Florida
$29.5M +$18.5M +353,343 +169%
PA
88
Procyon Advisors
Connecticut
$28.8M -$126K -2,401 -0.4%
TPCW
89
TD Private Client Wealth
New York
$28.6M +$5.45M +104,063 +24%
DIP
90
DT Investment Partners
Pennsylvania
$28M -$4.77M -91,057 -15%
AP
91
Atwood & Palmer
Missouri
$27.5M +$662K +12,649 +2%
1832 Asset Management
92
1832 Asset Management
Ontario, Canada
$27.3M -$227K -4,329 -0.8%
DWM
93
Dakota Wealth Management
Florida
$27M +$2.43M +46,390 +10%
NCM
94
Nelson Capital Management
California
$26.8M +$2.76M +52,714 +11%
CPIG
95
Chicago Partners Investment Group
Illinois
$26.1M +$1.51M +28,938 +6%
OIA
96
OneDigital Investment Advisors
Kansas
$25.5M -$2.89M -55,220 -10%
Lazard Asset Management
97
Lazard Asset Management
New York
$25.4M -$24M
LFS
98
Lutz Financial Services
Nebraska
$25.3M +$64.3K +1,228 +0.3%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$24.6M +$872K +16,644 +4%
MWA
100
Monograph Wealth Advisors
California
$24.1M +$6.73M +128,567 +39%