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iShares Core 5-10 Year USD Bond ETF

49 hedge funds and large institutions have $111M invested in iShares Core 5-10 Year USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
14
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mariner
1
Mariner
Kansas
$35.2M 809,450 -201,834 -20%
FCA
2
FinTrust Capital Advisors
South Carolina
$23.5M 540,372 +13,336 +3%
DWM
3
Destination Wealth Management
California
$15.3M 352,151 -44,598 -11%
Morgan Stanley
4
Morgan Stanley
New York
$7.15M 164,382 +149,486 +1,004%
PA
5
PFG Advisors
Arizona
$6.45M 148,211 +2,722 +2%
Citadel Advisors
6
Citadel Advisors
Florida
$2.27M 52,295 +52,295 New
PFM
7
Phillips Financial Management
Indiana
$2.23M 51,216 -3,315 -6%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$2.14M 49,139 +6,080 +14%
Bank of America
9
Bank of America
North Carolina
$1.94M 44,565 -4,924 -10%
CFS
10
Cannon Financial Strategists
Georgia
$1.78M 40,876 +15,966 +64%
LPL Financial
11
LPL Financial
California
$1.71M 39,424 -3,002 -7%
Jane Street
12
Jane Street
New York
$1.68M 38,724 -200,343 -84%
OMC
13
Old Mission Capital
Illinois
$1.6M 36,855 +22,700 +160%
UBS Group
14
UBS Group
Switzerland
$1.52M 34,977 +22,254 +175%
CA
15
CGN Advisors
Kansas
$978K 22,478 -690,719 -97%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$537K 12,352 +12,352 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$529K 12,149 -2,692 -18%
Osaic Holdings
18
Osaic Holdings
Arizona
$452K 10,375 -9,299 -47%
SWC
19
Spectrum Wealth Counsel
Indiana
$441K 10,145 +10,145 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$389K 8,937 -9,255 -51%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$366K 8,412 +1,927 +30%
RSWM
22
Robertson Stephens Wealth Management
California
$364K 8,378 +8,378 New
RP
23
Rice Partnership
Hawaii
$333K 7,656 +794 +12%
JWCA
24
J.W. Cole Advisors
Florida
$285K 6,549 -652 -9%
JWM
25
JGP Wealth Management
Oregon
$250K 5,756