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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 %
AIMU
176
Allianz Investment Management US
Minnesota
$9.91M +$4.95M +96,644 +100%
CCA
177
Catalyst Capital Advisors
New York
$9.78M -$3.3M -64,380 -25%
SIA
178
Strategic Investment Advisors
Michigan
$9.62M +$9.62M +187,671 New
PIMG
179
Patriot Investment Management Group
Tennessee
$9.39M -$247K -4,819 -3%
IA
180
IFP Advisors
Florida
$9.37M +$891K +17,371 +11%
OC
181
Oppenheimer & Co
New York
$9.35M -$660K -12,865 -7%
SAS
182
Sage Advisory Services
Texas
$9.32M -$1.77M -34,481 -16%
PP
183
Prosperity Planning
Missouri
$9.05M +$592K +11,538 +7%
MWM
184
Meridian Wealth Management
Kentucky
$9.02M +$9.02M +175,842 New
DWM
185
Dakota Wealth Management
Florida
$9M +$1M +19,587 +13%
PG
186
Proffitt & Goodson
Tennessee
$8.98M +$127K +2,483 +1%
DCM
187
Dimension Capital Management
Florida
$8.94M -$3.82M -74,453 -30%
PAG
188
Powers Advisory Group
Illinois
$8.85M +$92.2K +1,798 +1%
CAN
189
Cetera Advisor Networks
California
$8.76M -$3.38M -65,838 -28%
ET
190
Equitable Trust
Tennessee
$8.6M -$882K -17,206 -9%
AWM
191
Aprio Wealth Management
Georgia
$8.41M +$176K +3,433 +2%
TWC
192
TD Waterhouse Canada
Ontario, Canada
$8.4M +$1.18K +23 +0%
BCA
193
Ballentine Capital Advisors
South Carolina
$8.39M +$8.39M +163,774 New
DCM
194
Disciplina Capital Management
Tennessee
$8.38M +$733K +14,300 +10%
CWA
195
Core Wealth Advisors
Florida
$8.37M -$280K -5,461 -3%
FLA
196
Financial Life Advisors
Texas
$8.24M -$5.13M -100,056 -38%
PA
197
PFG Advisors
Arizona
$8.24M +$102K +1,997 +1%
GL
198
Graypoint LLC
New York
$8.23M +$1.22M +23,795 +17%
DAM
199
Delta Asset Management
Tennessee
$8.19M -$624K -12,175 -7%
Corient Private Wealth
200
Corient Private Wealth
Florida
$8.13M +$431K +8,399 +6%