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iShares Core 5-10 Year USD Bond ETF

40 hedge funds and large institutions have $118M invested in iShares Core 5-10 Year USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
4
Increased
13
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mariner
1
Mariner
Kansas
$40.9M 949,995 +62,485 +7%
CA
2
CGN Advisors
Kansas
$30.5M 708,083 +72,528 +11%
DWM
3
Destination Wealth Management
California
$16.2M 376,822 +11,829 +3%
FCA
4
FinTrust Capital Advisors
South Carolina
$11.5M 269,874
PFM
5
Phillips Financial Management
Indiana
$2.34M 54,268 -1,872 -3%
Bank of America
6
Bank of America
North Carolina
$2.32M 53,836 -3,322 -6%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$1.82M 42,219 +269 +0.6%
CFS
8
Cannon Financial Strategists
Georgia
$1.8M 41,875 -3,995 -9%
Jane Street
9
Jane Street
New York
$1.77M 41,190 +1,870 +5%
LPL Financial
10
LPL Financial
California
$1.74M 40,347 +1,496 +4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$920K 21,365 -5,057 -19%
Osaic Holdings
12
Osaic Holdings
Arizona
$858K 19,917 +308 +2%
MSWMA
13
Market Street Wealth Management Advisors
Indiana
$817K 18,971
Morgan Stanley
14
Morgan Stanley
New York
$747K 17,346 -57,786 -77%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$458K 10,619 -809 -7%
CWP
16
Cyndeo Wealth Partners
Florida
$428K 9,935
UBS Group
17
UBS Group
Switzerland
$322K 7,471 +6,022 +416%
JWCA
18
J.W. Cole Advisors
Florida
$313K 7,266 -316 -4%
RP
19
Rice Partnership
Hawaii
$307K 7,125 +1,005 +16%
SWP
20
Stratos Wealth Partners
Ohio
$289K 6,699 +6,699 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$274K 6,368 -1,307 -17%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$251K 5,826 -14,241 -71%
JWM
23
JGP Wealth Management
Oregon
$248K 5,756
MML Investors Services
24
MML Investors Services
Massachusetts
$211K 4,900 +4,900 New
RA
25
RFG Advisory
Alabama
$203K 4,709 -23 -0.5%