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iShares 1-5 Year Investment Grade Corporate Bond ETF

870 hedge funds and large institutions have $15.2B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 304 increasing their positions, 354 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
-12
Holders Change %
-1.36%
% of All Funds
12.65%
Holding in Top 10
73
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.95%
% of All Funds
1.06%
New
61
Increased
304
Reduced
354
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CICC
201
Capital Investment Counsel (Colorado)
Colorado
$8.21M -$473K -9,227 -5%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$8.18M +$1.88M +36,667 +30%
Susquehanna International Group
203
Susquehanna International Group
Pennsylvania
$8.12M -$1.26M -24,579 -13%
TWC
204
TD Waterhouse Canada
Ontario, Canada
$8.06M -$513K -10,046 -6%
MWA
205
Monograph Wealth Advisors
California
$8M +$2.18M +42,556 +37%
TLP
206
Trinity Legacy Partners
Texas
$7.91M +$158K +3,092 +2%
DAM
207
Delta Asset Management
Tennessee
$7.81M -$158K -3,086 -2%
Corient Private Wealth
208
Corient Private Wealth
Florida
$7.8M -$83.5K -1,629 -1%
PNAA
209
Pictet North America Advisors
Switzerland
$7.79M -$574K -11,199 -7%
PA
210
PFG Advisors
Arizona
$7.77M +$411K +8,017 +6%
SF
211
Summit Financial
New Jersey
$7.66M +$6.74M +131,614 +733%
RA
212
Riversedge Advisors
Delaware
$7.65M +$3.46M +67,537 +83%
CCA
213
Catalyst Capital Advisors
New York
$7.62M
GL
214
Graypoint LLC
New York
$7.54M -$672K -13,110 -8%
SFG
215
SevenBridge Financial Group
Pennsylvania
$7.49M +$1.07M +20,622 +17%
B
216
Bailard
California
$7.49M +$446K +8,707 +6%
FCIM
217
Fairview Capital Investment Management
California
$7.47M -$170K -3,312 -2%
EBSAM
218
Eubel Brady & Suttman Asset Management
Ohio
$7.38M -$560K -10,923 -7%
MPW
219
MA Private Wealth
California
$7.35M -$745K -14,547 -9%
DAS
220
Dynamic Advisor Solutions
Arizona
$7.33M -$139K -2,712 -2%
SC
221
Scotia Capital
Ontario, Canada
$7.15M -$35.3K -688 -0.5%
SA
222
Sanctuary Advisors
Indiana
$7.1M +$7.1M +139,740 New
VIA
223
Vantagepoint Investment Advisers
District of Columbia
$7M +$7M +136,700 New
SF
224
SWP Financial
California
$6.97M +$1.19M +23,235 +21%
SAS
225
Sage Advisory Services
Texas
$6.96M -$858K -16,750 -11%