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iShares Core 5-10 Year USD Bond ETF

44 hedge funds and large institutions have $141M invested in iShares Core 5-10 Year USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 1 closing their positions.

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
17
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mariner
1
Mariner
Kansas
$41.6M 1,011,284 +61,289 +6%
CA
2
CGN Advisors
Kansas
$29.4M 713,197 +5,114 +0.7%
FCA
3
FinTrust Capital Advisors
South Carolina
$21.7M 527,036 +257,162 +95%
DWM
4
Destination Wealth Management
California
$16.3M 396,749 +19,927 +5%
Jane Street
5
Jane Street
New York
$9.84M 239,067 +197,877 +480%
PA
6
PFG Advisors
Arizona
$5.99M 145,489 +145,489 New
PFM
7
Phillips Financial Management
Indiana
$2.25M 54,531 +263 +0.5%
Bank of America
8
Bank of America
North Carolina
$2.04M 49,489 -4,347 -8%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.77M 43,059 +840 +2%
LPL Financial
10
LPL Financial
California
$1.75M 42,426 +2,079 +5%
CFS
11
Cannon Financial Strategists
Georgia
$1.03M 24,910 -16,965 -41%
Osaic Holdings
12
Osaic Holdings
Arizona
$811K 19,674 -243 -1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$749K 18,192 -3,173 -15%
Morgan Stanley
14
Morgan Stanley
New York
$613K 14,896 -2,450 -14%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$611K 14,841 +4,222 +40%
OMC
16
Old Mission Capital
Illinois
$583K 14,155 +14,155 New
UBS Group
17
UBS Group
Switzerland
$524K 12,723 +5,252 +70%
MSWMA
18
Market Street Wealth Management Advisors
Indiana
$488K 11,852 -7,119 -38%
JWCA
19
J.W. Cole Advisors
Florida
$296K 7,201 -65 -0.9%
RP
20
Rice Partnership
Hawaii
$283K 6,862 -263 -4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$267K 6,485 +117 +2%
JWM
22
JGP Wealth Management
Oregon
$237K 5,756
SWP
23
Stratos Wealth Partners
Ohio
$233K 5,664 -1,035 -15%
RA
24
RFG Advisory
Alabama
$220K 5,346 +637 +14%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$220K 5,338 -488 -8%