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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 %
DAM
201
Delta Asset Management
Tennessee
$7.97M -$216K -4,206 -3%
EBSAM
202
Eubel Brady & Suttman Asset Management
Ohio
$7.94M -$2.87K -56 -0%
Corient Private Wealth
203
Corient Private Wealth
Florida
$7.89M -$235K -4,579 -3%
SAS
204
Sage Advisory Services
Texas
$7.83M -$1.49M -29,143 -16%
FLA
205
Financial Life Advisors
Texas
$7.8M -$446K -8,691 -5%
HCM
206
Hilton Capital Management
New York
$7.78M +$7.78M +151,624 New
TLP
207
Trinity Legacy Partners
Texas
$7.75M +$2M +39,049 +35%
TD Asset Management
208
TD Asset Management
Ontario, Canada
$7.68M +$4.54M +88,491 +145%
FCIM
209
Fairview Capital Investment Management
California
$7.65M +$60.3K +1,175 +0.8%
CCA
210
Catalyst Capital Advisors
New York
$7.63M -$2.15M -42,000 -22%
MFG
211
Mendota Financial Group
Wisconsin
$7.55M +$4.57M +89,077 +153%
DAS
212
Dynamic Advisor Solutions
Arizona
$7.47M +$531K +10,349 +8%
AWS
213
Atria Wealth Solutions
New York
$7.39M +$160K +3,118 +2%
PA
214
PFG Advisors
Arizona
$7.37M -$872K -17,005 -11%
SC
215
Scotia Capital
Ontario, Canada
$7.19M +$158K +3,088 +2%
Marshall Wace
216
Marshall Wace
United Kingdom
$7.18M
DCM
217
Disciplina Capital Management
Tennessee
$7.14M -$1.24M -24,136 -15%
B
218
Bailard
California
$7.05M +$351K +6,837 +5%
RF
219
RHS Financial
California
$6.88M -$424K -8,262 -6%
BWP
220
Bernardo Wealth Planning
Pennsylvania
$6.87M +$760K +14,813 +12%
CISOA
221
Capital Investment Services of America
Wisconsin
$6.83M
CFGS
222
Concourse Financial Group Securities
Alabama
$6.72M +$49.9K +974 +0.7%
HCP
223
Holt Capital Partners
Texas
$6.65M
ET
224
Equitable Trust
Tennessee
$6.64M -$1.96M -38,131 -23%
TNBTD
225
Trustmark National Bank Trust Department
Mississippi
$6.64M -$179K -3,495 -3%