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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.

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 Market Value Shares Shares
Change
Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$19.2M 379,011 -1,816 -0.5%
ASW
102
Astoria Strategic Wealth
Texas
$19.1M 377,634 +377,634 New
Kayne Anderson Rudnick Investment Management
103
Kayne Anderson Rudnick Investment Management
California
$19.1M 378,478 +58,420 +18%
HVIA
104
Hudson Valley Investment Advisors
New York
$19M 375,782 -27,833 -7%
SW
105
SVB Wealth
Massachusetts
$18.6M 368,619 -775 -0.2%
AFS
106
Amtrust Financial Services
New York
$18.6M 367,800
GFA
107
Gallagher Fiduciary Advisors
Illinois
$18.5M 365,290 +365,290 New
FEG
108
Fund Evaluation Group
Ohio
$18.2M 360,448 -235,139 -39%
COCM
109
Charter Oak Capital Management
New Hampshire
$17.5M 346,749 -7,050 -2%
ST
110
Smithfield Trust
Pennsylvania
$17.5M 345,647 -79,237 -19%
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$17.1M 339,119 -110,758 -25%
DCM
112
Dimension Capital Management
Florida
$16.9M 334,103 -25,424 -7%
HSBC Holdings
113
HSBC Holdings
United Kingdom
$16.7M 330,199 +330,199 New
AIM
114
Acropolis Investment Management
Missouri
$16.5M 325,615 -149,194 -31%
AIMC
115
Alley Investment Management Company
Illinois
$16.3M 322,979 +17,692 +6%
SWP
116
Summit Wealth Partners
Florida
$16.1M 318,553 +1,411 +0.4%
MSWM
117
McGlone Suttner Wealth Management
Wisconsin
$15.9M 313,795 +88,388 +39%
MWA
118
MFA Wealth Advisors
Pennsylvania
$15.8M 313,528 +5,536 +2%
DIP
119
DT Investment Partners
Pennsylvania
$15.8M 314,411 +2,393 +0.8%
AAMC
120
Asset Allocation & Management Company
Illinois
$15.7M 310,000
SAS
121
Sage Advisory Services
Texas
$15.6M 308,861 -88,914 -22%
CCM
122
Canal Capital Management
Virginia
$15.3M 303,516 +136,771 +82%
Toronto Dominion Bank
123
Toronto Dominion Bank
Ontario, Canada
$15.2M 300,000 +298,271 +17,251%
PI
124
Parkside Investments
Illinois
$15.1M 299,350 -84,655 -22%
PCIA
125
Prime Capital Investment Advisors
Kansas
$15M 296,793 -38,426 -11%