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iShares 1-5 Year Investment Grade Corporate Bond ETF

877 hedge funds and large institutions have $17.4B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 296 increasing their positions, 378 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-20
Holders Change %
-2.23%
% of All Funds
13.83%
Holding in Top 10
95
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.06%
% of All Funds
1.5%
New
65
Increased
296
Reduced
378
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IDBONY
201
Israel Discount Bank of New York
New York
$7.3M -$895K -17,845 -11%
CFGS
202
Concourse Financial Group Securities
Alabama
$7.09M -$1.38M -27,460 -16%
FPGK
203
Financial Partners Group (Kansas)
Kansas
$7.06M +$1.08M +21,523 +18%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$7.03M -$448K -8,927 -6%
GL
205
Graypoint LLC
New York
$7.03M +$676K +13,468 +11%
CISOA
206
Capital Investment Services of America
Wisconsin
$6.97M -$30.1K -600 -0.4%
NAG
207
Northstar Advisory Group
New Jersey
$6.87M +$655K +13,057 +11%
MAG
208
MRA Advisory Group
New Jersey
$6.84M +$2.26M +45,057 +49%
TNBTD
209
Trustmark National Bank Trust Department
Mississippi
$6.78M +$128K +2,551 +2%
PA
210
PFG Advisors
Arizona
$6.77M +$850K +16,938 +14%
DWM
211
Dakota Wealth Management
Florida
$6.76M +$241K +4,809 +4%
AWS
212
Atria Wealth Solutions
New York
$6.72M +$402K +8,009 +6%
CA
213
CGN Advisors
Kansas
$6.67M +$441K +8,791 +7%
CWM
214
Concentric Wealth Management
California
$6.47M +$659K +13,128 +11%
Creative Planning
215
Creative Planning
Kansas
$6.47M +$445K +8,875 +7%
AI
216
Atria Investments
North Carolina
$6.39M -$514K -10,246 -7%
NSG
217
Nalls Sherbakoff Group
Tennessee
$6.37M +$155K +3,072 +2%
HCP
218
Holt Capital Partners
Texas
$6.35M +$72.7K +1,450 +1%
CFMC
219
Curbstone Financial Management Corp
New Hampshire
$6.3M -$446K -8,880 -7%
NA
220
NewEdge Advisors
Louisiana
$6.13M -$249K -4,962 -4%
EDRIA
221
Edmonds Duncan Registered Investment Advisors
Kansas
$6.11M -$12.4K -247 -0.2%
Mirae Asset Global Investments
222
Mirae Asset Global Investments
South Korea
$6.07M -$1.86M -37,000 -23%
SC
223
SouthState Corp
Florida
$6.07M -$242K -4,826 -4%
SC
224
Scotia Capital
Ontario, Canada
$6.05M -$131K -2,614 -2%
IWC
225
Integrated Wealth Concepts
Massachusetts
$6.05M +$290K +5,785 +5%