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iShares 1-5 Year Investment Grade Corporate Bond ETF

867 hedge funds and large institutions have $14.6B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 278 increasing their positions, 383 reducing their positions, and 82 closing their positions.

Holders
867
Holders Change
-31
Holders Change %
-3.45%
% of All Funds
14.99%
Holding in Top 10
117
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.36%
% of All Funds
2.02%
New
61
Increased
278
Reduced
383
Closed
82
Calls
$237K
Puts
Net Calls
+$237K
Net Calls Change
+$338K
Name Market Value Shares Shares
Change
Shares
Change %
PP
101
PDS Planning
Ohio
$18.2M 369,146 +26,217 +8%
AFS
102
Amtrust Financial Services
New York
$18.1M 367,800
HCC
103
Hirtle Callaghan & Co
Pennsylvania
$17.7M 359,879 -1,857,924 -84%
SRC
104
Shufro Rose & Co
New York
$17.4M 353,400 -4,275 -1%
Citigroup
105
Citigroup
New York
$16.7M 338,702 -11,532 -3%
BC
106
Bartlett & Co
Ohio
$16.6M 336,583 +1,278 +0.4%
BCWM
107
Bartlett & Co Wealth Management
Ohio
$16.6M 336,583 +1,278 +0.4%
KAS
108
Kestra Advisory Services
Texas
$16.5M 335,682 +162,246 +94%
DCM
109
Dimension Capital Management
Florida
$16.4M 332,036 -5,613 -2%
SWP
110
Summit Wealth Partners
Florida
$15.9M 323,526 -12,714 -4%
AWM
111
Atticus Wealth Management
Florida
$15.9M 314,536
MWA
112
MFA Wealth Advisors
Pennsylvania
$15.9M 322,048 -1,636 -0.5%
DIP
113
DT Investment Partners
Pennsylvania
$15.7M 318,757 -12,790 -4%
MWM
114
Mascoma Wealth Management
New Hampshire
$15.6M 316,840 +17,586 +6%
PCIA
115
Prime Capital Investment Advisors
Kansas
$15.5M 315,494 +86,532 +38%
AAMC
116
Asset Allocation & Management Company
Illinois
$15.3M 310,000 -200,000 -39%
AIMC
117
Alley Investment Management Company
Illinois
$14.7M 298,605 -27,038 -8%
SW
118
SVB Wealth
Massachusetts
$14.7M 298,478 +77,118 +35%
State Farm Mutual Automobile Insurance
119
State Farm Mutual Automobile Insurance
Illinois
$14.6M 295,500 +295,500 New
BCA
120
Bray Capital Advisors
Florida
$14.4M 291,415 -10,645 -4%
TC
121
Telemus Capital
Michigan
$14M 283,641 +23,554 +9%
CCA
122
Catalyst Capital Advisors
New York
$13.9M 281,104 -218,520 -44%
RJT
123
Raymond James Trust
Florida
$13.8M 280,076 -23,800 -8%
Mitsubishi UFJ Trust & Banking
124
Mitsubishi UFJ Trust & Banking
Japan
$13.7M 278,770
UB
125
UMB Bank
Missouri
$13.6M 276,778 -1,048 -0.4%