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iShares Core 5-10 Year USD Bond ETF

41 hedge funds and large institutions have $136M invested in iShares Core 5-10 Year USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 6 closing their positions.

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
18
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mariner
1
Mariner
Kansas
$48.2M 1,131,572 +309,799 +38%
FCA
2
FinTrust Capital Advisors
South Carolina
$21.4M 502,655 -16,057 -3%
DWM
3
Destination Wealth Management
California
$17.6M 414,024 +3,667 +0.9%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.5M 339,386 +325,329 +2,314%
PA
5
PFG Advisors
Arizona
$5.78M 135,630 +4,135 +3%
TC
6
TAP Consulting
Missouri
$4.86M 114,088 +12,336 +12%
Bank of America
7
Bank of America
North Carolina
$3.65M 85,622 +10,871 +15%
Morgan Stanley
8
Morgan Stanley
New York
$3.49M 81,995 -196 -0.2%
LPL Financial
9
LPL Financial
California
$2.9M 68,175 +26,858 +65%
UBS Group
10
UBS Group
Switzerland
$2.21M 51,891 +2,180 +4%
Jane Street
11
Jane Street
New York
$2.15M 50,442 +50,442 New
PFM
12
Phillips Financial Management
Indiana
$2.07M 48,587 -4,765 -9%
CFS
13
Cannon Financial Strategists
Georgia
$1.18M 27,701 -1,523 -5%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$903K 21,196 +20,810 +5,391%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$659K 15,471 +1,080 +8%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$563K 13,213 +22 +0.2%
MML Investors Services
17
MML Investors Services
Massachusetts
$547K 12,840 +882 +7%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$510K 11,964
Osaic Holdings
19
Osaic Holdings
Arizona
$496K 11,600 +475 +4%
SWC
20
Spectrum Wealth Counsel
Indiana
$432K 10,145
RSWM
21
Robertson Stephens Wealth Management
California
$363K 8,520 +142 +2%
RP
22
Rice Partnership
Hawaii
$343K 8,048 +1 +0%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$289K 6,776 -40,454 -86%
JWM
24
JGP Wealth Management
Oregon
$245K 5,756
JWCA
25
J.W. Cole Advisors
Florida
$227K 5,322 -1,240 -19%