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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.

Holders
910
Holders Change
+41
Holders Change %
+4.72%
% of All Funds
13.35%
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 Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$1.25B 24,323,092 -503,423 -2%
Morgan Stanley
2
Morgan Stanley
New York
$977M 19,045,860 +8,091,148 +74%
Northern Trust
3
Northern Trust
Illinois
$960M 18,721,646 +675,821 +4%
JSTA
4
Japan Science & Technology Agency
Japan
$790M 15,409,088 -5,920,873 -28%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$675M 13,167,043 -1,721,307 -12%
MMI
6
Matson Money Inc
Ohio
$669M 13,041,274 -403,186 -3%
NI
7
NYL Investors
New York
$557M 10,867,301 -2,183,684 -17%
JHU
8
Johns Hopkins University
Maryland
$504M 9,822,884 -8,752,640 -47%
Ameriprise
9
Ameriprise
Minnesota
$502M 9,896,351 -621,446 -6%
Goldman Sachs
10
Goldman Sachs
New York
$444M 8,652,995 -341,241 -4%
Bank of America
11
Bank of America
North Carolina
$425M 8,288,262 -264,315 -3%
DILIC
12
Dai-ichi Life Insurance Company
Japan
$419M 8,165,000
BlackRock
13
BlackRock
New York
$337M 6,579,304 +865,054 +15%
AC
14
Allstate Corporation
Illinois
$284M 5,530,549 -2,260,615 -29%
ACG
15
Arch Capital Group
Bermuda
$278M 5,422,939
SGDR
16
SPX Gestao de Recursos
Brazil
$254M 4,950,070 -519,118 -9%
UBS Group
17
UBS Group
Switzerland
$228M 4,453,830 -15,090 -0.3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$223M 4,356,796 -354,465 -8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$218M 4,249,331 +577,341 +16%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$187M 3,643,099 -167,379 -4%
Wells Fargo
21
Wells Fargo
California
$176M 3,431,733 +134,480 +4%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$173M 3,370,008 +2,582,748 +328%
EWA
23
EP Wealth Advisors
California
$144M 2,807,661 +166,130 +6%
Truist Financial
24
Truist Financial
North Carolina
$126M 2,466,878 -106,147 -4%
PFA
25
Pure Financial Advisors
California
$124M 2,411,136 +220,203 +10%