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iShares 1-5 Year Investment Grade Corporate Bond ETF

923 hedge funds and large institutions have $15.1B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 296 increasing their positions, 393 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
923
Holders Change
-19
Holders Change %
-2.02%
% of All Funds
14.61%
Holding in Top 10
95
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.86%
% of All Funds
1.5%
New
90
Increased
296
Reduced
393
Closed
99
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ET
101
Equitable Trust
Tennessee
$20.5M +$2.46M +47,548 +14%
Lazard Asset Management
102
Lazard Asset Management
New York
$20.4M -$21.1M
CI
103
Conning Inc
Connecticut
$19.8M
SAS
104
Sage Advisory Services
Texas
$19.7M +$11.7M +225,594 +145%
F
105
F3Logic
Minnesota
$19.6M +$19.6M +378,973 New
AFS
106
Amtrust Financial Services
New York
$19M
SRC
107
Shufro Rose & Co
New York
$18.7M -$147K -2,850 -0.8%
DCM
108
Dimension Capital Management
Florida
$18.1M -$1.65M -31,988 -8%
DCM
109
Disciplina Capital Management
Tennessee
$18M -$1.53M -29,537 -8%
VFPW
110
Vantage Financial Partners (Wisconsin)
Wisconsin
$17.9M +$2.61M +50,372 +17%
UB
111
UMB Bank
Missouri
$17.3M -$521K -10,078 -3%
RJT
112
Raymond James Trust
Florida
$17M +$604K +11,683 +4%
BCWM
113
Bartlett & Co Wealth Management
Ohio
$17M +$95K +1,836 +0.6%
BC
114
Bartlett & Co
Ohio
$17M +$95K +1,836 +0.6%
AIMC
115
Alley Investment Management Company
Illinois
$16.9M +$16.9M +326,809 New
DIP
116
DT Investment Partners
Pennsylvania
$16.8M +$594K +11,487 +4%
HWM
117
Hohimer Wealth Management
Washington
$16.3M -$246K -4,750 -1%
MML Investors Services
118
MML Investors Services
Massachusetts
$16.2M -$14.5M -279,805 -47%
MWA
119
MFA Wealth Advisors
Pennsylvania
$16.1M +$2.93M +56,712 +22%
SWP
120
Summit Wealth Partners
Florida
$15.8M +$112K +2,164 +0.7%
PP
121
PDS Planning
Ohio
$15.7M +$1.23M +23,695 +8%
AWM
122
AE Wealth Management
Kansas
$15.3M -$2.24M -43,226 -13%
CIP
123
Capital Insight Partners
Arizona
$15.2M +$350K +6,775 +2%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$14.9M +$569 +11 +0%
Bank of New York Mellon
125
Bank of New York Mellon
New York
$14.7M -$4.1M -79,254 -22%