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iShares Core 5-10 Year USD Bond ETF

40 hedge funds and large institutions have $117M invested in iShares Core 5-10 Year USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
2
Increased
13
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mariner
1
Mariner
Kansas
$38.9M 887,510 +50,141 +6%
CA
2
CGN Advisors
Kansas
$27.8M 635,555 +371,592 +141%
DWM
3
Destination Wealth Management
California
$16M 364,993 +31,968 +10%
FCA
4
FinTrust Capital Advisors
South Carolina
$11.5M 269,874
Morgan Stanley
5
Morgan Stanley
New York
$3.29M 75,132 +54,504 +264%
Bank of America
6
Bank of America
North Carolina
$2.5M 57,158 +11,839 +26%
PFM
7
Phillips Financial Management
Indiana
$2.46M 56,140 -576 -1%
CFS
8
Cannon Financial Strategists
Georgia
$2.01M 45,870 -3,635 -7%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.84M 41,950 +488 +1%
Jane Street
10
Jane Street
New York
$1.72M 39,320 -115,359 -75%
LPL Financial
11
LPL Financial
California
$1.7M 38,851 -1,534 -4%
LFGH
12
Lee Financial Group Hawaii
Hawaii
$1.27M 28,944 -1,162 -4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$879K 20,067 -7,086 -26%
Osaic Holdings
14
Osaic Holdings
Arizona
$860K 19,609 +12,071 +160%
MSWMA
15
Market Street Wealth Management Advisors
Indiana
$831K 18,971
OMC
16
Old Mission Capital
Illinois
$537K 12,254 -15,483 -56%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$501K 11,428 -502 -4%
CWP
18
Cyndeo Wealth Partners
Florida
$435K 9,935 +9,935 New
Citadel Advisors
19
Citadel Advisors
Florida
$350K 7,997 -41,707 -84%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$336K 7,675 +1,534 +25%
JWCA
21
J.W. Cole Advisors
Florida
$332K 7,582 -727 -9%
RP
22
Rice Partnership
Hawaii
$268K 6,120 +347 +6%
JWM
23
JGP Wealth Management
Oregon
$252K 5,756
RA
24
RFG Advisory
Alabama
$207K 4,732 +74 +2%
WP
25
WealthShield Partners
North Carolina
$202K 4,621 -1,109 -19%