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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 %
EBSAM
201
Eubel Brady & Suttman Asset Management
Ohio
$7.95M -$29.1K -568 -0.4%
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$7.89M +$495K +9,657 +7%
MCA
203
Maryland Capital Advisors
Maryland
$7.82M +$7.78M +151,725 +18,127%
FCIM
204
Fairview Capital Investment Management
California
$7.58M +$79.5K +1,550 +1%
EL
205
EWA LLC
Pennsylvania
$7.56M +$1.93M +37,607 +34%
MPW
206
MA Private Wealth
California
$7.53M -$1.46M -28,485 -16%
Franklin Resources
207
Franklin Resources
California
$7.53M +$1.66M +32,327 +28%
RC
208
Roundview Capital
New Jersey
$7.5M -$1.03M -20,029 -12%
RF
209
RHS Financial
California
$7.3M +$455K +8,880 +7%
NAG
210
Northstar Advisory Group
New Jersey
$7.28M -$7.87M -153,580 -52%
AWS
211
Atria Wealth Solutions
New York
$7.23M +$241K +4,704 +3%
SCM
212
Steele Capital Management
Iowa
$7.19M +$7.19M +140,263 New
Marshall Wace
213
Marshall Wace
United Kingdom
$7.18M +$7.18M +140,000 New
TC
214
Telemus Capital
Michigan
$7.06M -$783K -15,277 -10%
SC
215
Scotia Capital
Ontario, Canada
$7.03M -$48.6K -948 -0.7%
IDBONY
216
Israel Discount Bank of New York
New York
$6.99M -$15.7K -306 -0.2%
DAS
217
Dynamic Advisor Solutions
Arizona
$6.91M +$6.19M +121,338 +865%
UB
218
UMB Bank
Missouri
$6.89M -$816K -15,916 -11%
NWA
219
New World Advisors
Massachusetts
$6.86M +$273K +5,332 +4%
CISOA
220
Capital Investment Services of America
Wisconsin
$6.83M
TNBTD
221
Trustmark National Bank Trust Department
Mississippi
$6.82M -$57.2K -1,116 -0.8%
CA
222
Cetera Advisors
Colorado
$6.8M -$5.49M -107,069 -45%
B
223
Bailard
California
$6.69M +$86.7K +1,691 +1%
CFGS
224
Concourse Financial Group Securities
Alabama
$6.67M -$761K -14,848 -10%
RA
225
Riversedge Advisors
Delaware
$6.65M -$9.07M -176,908 -58%