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iShares 1-5 Year Investment Grade Corporate Bond ETF

882 hedge funds and large institutions have $16B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 348 increasing their positions, 325 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
882
Holders Change
-28
Holders Change %
-3.08%
% of All Funds
12.79%
Holding in Top 10
76
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.43%
% of All Funds
1.1%
New
65
Increased
348
Reduced
325
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BMD
151
Better Money Decisions
New Mexico
$12.3M -$379K -7,389 -3%
FCM
152
Fortis Capital Management
Washington
$12.1M -$203K -3,949 -2%
CA
153
Cetera Advisors
Colorado
$12.1M +$5.27M +102,707 +77%
BFEC
154
Benjamin F. Edwards & Company
Missouri
$12M +$11.3M +220,786 +1,612%
Cambridge Investment Research Advisors
155
Cambridge Investment Research Advisors
Iowa
$12M +$869K +16,941 +8%
BWA
156
BlueSky Wealth Advisors
North Carolina
$11.8M -$81.5K -1,590 -0.7%
RJT
157
Raymond James Trust
Florida
$11.8M -$440K -8,580 -4%
BFC
158
Blue Fin Capital
Rhode Island
$11.7M +$1.65M +32,145 +16%
Envestnet Portfolio Solutions
159
Envestnet Portfolio Solutions
Illinois
$11.7M +$577K +11,253 +5%
VRM
160
Vectors Research Management
New York
$11.5M -$2.28M -44,385 -16%
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
$11.5M +$3.59M +70,044 +46%
PFP
162
Pinnacle Financial Partners
Tennessee
$11.4M -$275K -5,367 -2%
JIR
163
James Investment Research
Ohio
$11.3M -$797K -15,535 -7%
WIC
164
Woodmont Investment Counsel
Tennessee
$11.2M -$855K -16,666 -7%
Citigroup
165
Citigroup
New York
$10.9M -$980K -19,104 -8%
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$10.8M +$10.5M +205,093 +2,998%
MPM
167
Meritage Portfolio Management
Kansas
$10.5M -$587K -11,456 -5%
TWP
168
Total Wealth Planning
Ohio
$10.5M -$539K -10,519 -5%
CAN
169
Cetera Advisor Networks
California
$10.4M +$1.67M +32,548 +19%
IA
170
IFP Advisors
Florida
$10.4M +$1.01M +19,771 +11%
Principal Financial Group
171
Principal Financial Group
Iowa
$10.3M +$10.3M +200,000 New
GGS
172
Galvin Gaustad & Stein
Arizona
$10.2M -$1.11M -21,599 -10%
Cerity Partners
173
Cerity Partners
New York
$10.2M +$160K +3,127 +2%
GC
174
Gilbert & Cook
Iowa
$10.1M -$12.4M -241,489 -55%
PP
175
Prosperity Planning
Missouri
$10M +$985K +19,208 +11%