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iShares 1-5 Year Investment Grade Corporate Bond ETF

910 hedge funds and large institutions have $16.8B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 266 increasing their positions, 381 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+41
Holders Change %
+4.72%
% of All Funds
13.34%
Holding in Top 10
83
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.75%
% of All Funds
1.22%
New
132
Increased
266
Reduced
381
Closed
74
Calls
$215K
Puts
Net Calls
+$215K
Net Calls Change
+$249K
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
126
Canal Capital Management
Virginia
$16.1M -$198K -3,862 -1%
PPW
127
Presilium Private Wealth
Pennsylvania
$15.9M -$11.3M -220,412 -42%
TH
128
TCTC Holdings
Texas
$15.6M -$1.78M -34,632 -10%
AI
129
Atria Investments
North Carolina
$15.3M +$8.31M +162,085 +120%
State Farm Mutual Automobile Insurance
130
State Farm Mutual Automobile Insurance
Illinois
$15.2M
CC
131
Courier Capital
New York
$15.1M -$1.47M -28,697 -9%
SF
132
Schaeffer Financial
Maryland
$14.8M +$14.8M +288,581 New
SPIA
133
Steward Partners Investment Advisory
New York
$14.7M -$5.11M -99,728 -26%
ST
134
Smithfield Trust
Pennsylvania
$14.4M -$1.56M -30,409 -10%
NB
135
NBT Bank
New York
$14.4M +$305K +5,942 +2%
Mitsubishi UFJ Trust & Banking
136
Mitsubishi UFJ Trust & Banking
Japan
$14.3M
HVIA
137
Hudson Valley Investment Advisors
New York
$14.2M -$2.87M -56,154 -17%
GC
138
Guggenheim Capital
Illinois
$14.1M -$333K -6,495 -2%
MML Investors Services
139
MML Investors Services
Massachusetts
$14.1M +$2.2M +42,904 +19%
Baird Financial Group
140
Baird Financial Group
Wisconsin
$14M -$237K -4,624 -2%
COCM
141
Charter Oak Capital Management
New Hampshire
$13.6M -$1.34M -26,039 -9%
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$13.6M -$3.07M -59,817 -18%
LFG
143
Larson Financial Group
Missouri
$13.3M -$182K -3,550 -1%
SRC
144
Shufro Rose & Co
New York
$13.2M -$161K -3,225 -1%
PR
145
Payden & Rygel
California
$13.2M +$13.1M +255,000 +14,596%
AA
146
Argent Advisors
Louisiana
$13.1M -$706K -13,770 -5%
DWS
147
Discipline Wealth Solutions
South Carolina
$12.9M +$12.9M +251,989 New
VRM
148
Vectors Research Management
New York
$12.8M -$621K -13,068 -5%
BMD
149
Better Money Decisions
New Mexico
$12.7M -$1.29M -25,085 -9%
JSA
150
Jacobson & Schmitt Advisors
Wisconsin
$12.5M +$566K +11,047 +5%