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iShares 1-5 Year Investment Grade Corporate Bond ETF

931 hedge funds and large institutions have $16.3B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 345 increasing their positions, 355 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
931
Holders Change
-14
Holders Change %
-1.48%
% of All Funds
12.65%
Holding in Top 10
77
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.94%
% of All Funds
1.05%
New
77
Increased
345
Reduced
355
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DLCIG
151
D.L. Carlson Investment Group
New Hampshire
$12.4M +$27.3K +522 +0.2%
PP
152
Prosperity Planning
Missouri
$12.3M +$458K +8,743 +4%
BCI
153
Brinker Capital Investments
Pennsylvania
$12.3M -$215K -4,097 -2%
OPS
154
Orion Portfolio Solutions
Nebraska
$12.3M -$215K -4,097 -2%
DCM
155
Disciplina Capital Management
Tennessee
$12.2M +$5.57M +106,285 +84%
KL
156
KWMG LLC
Kansas
$11.8M -$2.52M -48,056 -18%
BWP
157
Bernardo Wealth Planning
Pennsylvania
$11.7M +$250K +4,772 +2%
AA
158
Alesco Advisors
New York
$11.7M +$140K +2,665 +1%
AWM
159
Avior Wealth Management
Nebraska
$11.5M +$24K +459 +0.2%
LFG
160
Larson Financial Group
Missouri
$11M -$728K -13,894 -6%
CL
161
Choreo LLC
Illinois
$10.9M -$5.57M -106,410 -34%
JIR
162
James Investment Research
Ohio
$10.9M -$48.3K -922 -0.4%
PFP
163
Pinnacle Financial Partners
Tennessee
$10.8M -$79.9K -1,532 -0.7%
BWAM
164
Boyd Watterson Asset Management
Ohio
$10.8M -$15.7M -299,284 -59%
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
$10.6M -$776K -14,880 -7%
PIMG
166
Patriot Investment Management Group
Tennessee
$10.3M +$280K +5,352 +3%
PAG
167
Powers Advisory Group
Illinois
$10.3M +$186K +3,547 +2%
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$10.2M -$490K -9,462 -5%
TWC
169
TD Waterhouse Canada
Ontario, Canada
$10.2M +$1.05M +20,152 +12%
HCM
170
Hall Capital Management
Rhode Island
$10.1M -$137K -2,618 -1%
SPC
171
Sigma Planning Corp
Michigan
$10.1M +$5.3M +101,226 +110%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$10.1M -$441K -8,417 -4%
MWA
173
MFA Wealth Advisors
Pennsylvania
$9.98M -$10.1M -193,734 -50%
VIA
174
Vantagepoint Investment Advisers
District of Columbia
$9.82M +$6.85M +130,800 +231%
WA
175
Waverly Advisors
Alabama
$9.8M +$2.46K +47 +0%