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iShares 1-5 Year Investment Grade Corporate Bond ETF

901 hedge funds and large institutions have $19.7B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 431 increasing their positions, 264 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
+9
Holders Change %
+1.01%
% of All Funds
15.73%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.97%
New
65
Increased
431
Reduced
264
Closed
45
Calls
$603K
Puts
Net Calls
+$603K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Shares
Change %
UB
126
UMB Bank
Missouri
$17.4M +$505K +9,206 +3%
ZIG
127
Zurich Insurance Group
Switzerland
$17.3M +$17.3M +315,118 New
COCM
128
Charter Oak Capital Management
New Hampshire
$17.1M +$5.37M +97,932 +46%
PCIA
129
Prime Capital Investment Advisors
Kansas
$17.1M +$530K +9,673 +3%
RWM
130
Ritholtz Wealth Management
New York
$17M +$4.64M +84,695 +38%
NAG
131
Northstar Advisory Group
New Jersey
$16.9M +$3.32M +60,596 +25%
KFS
132
Kelly Financial Services
Massachusetts
$16.7M +$16.4M +897,220 +5,329%
RJT
133
Raymond James Trust
Florida
$16.5M +$1.91M +34,933 +13%
AC
134
Alley Company
Illinois
$16.4M +$1.03M +18,831 +7%
DIP
135
DT Investment Partners
Pennsylvania
$16.3M +$178K +3,246 +1%
SHJ
136
Sharkey, Howes & Javer
Colorado
$16M +$2.47M +45,077 +18%
BC
137
Bartlett & Co
Ohio
$15.8M +$2.06M +37,552 +15%
BCWM
138
Bartlett & Co Wealth Management
Ohio
$15.8M +$2.06M +37,552 +15%
WF
139
Welch & Forbes
Massachusetts
$15.6M +$109K +1,996 +0.7%
GGS
140
Galvin Gaustad & Stein
Arizona
$15.5M +$34K +621 +0.2%
BCM
141
Brookstone Capital Management
Illinois
$15.3M +$224K +4,101 +1%
Mitsubishi UFJ Trust & Banking
142
Mitsubishi UFJ Trust & Banking
Japan
$15.3M +$5M +91,250 +49%
CCG
143
Cypress Capital Group
Florida
$15.2M -$2.43M -44,319 -14%
CI
144
Conning Inc
Connecticut
$15M +$15M +273,800 New
SAM
145
SP Asset Management
California
$15M +$3.48M +63,453 +30%
MWM
146
Mascoma Wealth Management
New Hampshire
$14.9M +$1.63M +29,765 +12%
TC
147
Telemus Capital
Michigan
$14.9M +$449K +8,195 +3%
WPC
148
White Pine Capital
Minnesota
$14.7M +$82.3K +1,498 +0.6%
Nomura Asset Management
149
Nomura Asset Management
Japan
$14.7M
Citigroup
150
Citigroup
New York
$14.6M -$5.24M -95,688 -26%