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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
12.78%
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 %
CAG
176
Crestwood Advisors Group
Massachusetts
$10M -$284K -5,542 -3%
SIA
177
Strategic Investment Advisors
Michigan
$9.98M +$360K +7,016 +4%
RMDI
178
R.M. Davis Inc
Maine
$9.89M -$2.49M -48,584 -20%
DWS
179
Discipline Wealth Solutions
South Carolina
$9.87M -$2.98M -58,455 -23%
SRC
180
Shufro Rose & Co
New York
$9.84M -$3.72M -72,606 -27%
WA
181
Waverly Advisors
Alabama
$9.82M +$8.55M +166,687 +670%
OC
182
Oppenheimer & Co
New York
$9.76M +$412K +8,030 +4%
HVIA
183
Hudson Valley Investment Advisors
New York
$9.69M -$4.6M -89,655 -32%
HCM
184
Hall Capital Management
Rhode Island
$9.66M +$9.66M +188,426 New
PIMG
185
Patriot Investment Management Group
Tennessee
$9.61M +$217K +4,232 +2%
Susquehanna International Group
186
Susquehanna International Group
Pennsylvania
$9.39M +$7.21M +140,576 +331%
HSBC Holdings
187
HSBC Holdings
United Kingdom
$9.37M -$906K -17,658 -9%
PAG
188
Powers Advisory Group
Illinois
$9.32M +$465K +9,067 +5%
PG
189
Proffitt & Goodson
Tennessee
$8.94M -$47.5K -927 -0.5%
CICC
190
Capital Investment Counsel (Colorado)
Colorado
$8.69M +$4.58M +89,239 +111%
TWC
191
TD Waterhouse Canada
Ontario, Canada
$8.66M +$226K +4,387 +3%
CWA
192
Core Wealth Advisors
Florida
$8.63M +$261K +5,088 +3%
BCA
193
Ballentine Capital Advisors
South Carolina
$8.51M +$155K +3,047 +2%
Franklin Resources
194
Franklin Resources
California
$8.5M +$974K +19,002 +13%
DCM
195
Dimension Capital Management
Florida
$8.48M -$467K -9,114 -5%
PNAA
196
Pictet North America Advisors
Switzerland
$8.37M +$8.37M +163,140 New
Kovitz Investment Group Partners
197
Kovitz Investment Group Partners
Illinois
$8.22M +$7.59M +148,001 +1,200%
GL
198
Graypoint LLC
New York
$8.22M -$14.8K -288 -0.2%
MPW
199
MA Private Wealth
California
$8.1M +$572K +11,162 +8%
MWM
200
Meridian Wealth Management
Kentucky
$8.09M -$926K -18,062 -10%