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iShares Core 1-5 Year USD Bond ETF

390 hedge funds and large institutions have $4.16B invested in iShares Core 1-5 Year USD Bond ETF in 2021 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 145 increasing their positions, 111 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+41
Holders Change %
+11.75%
% of All Funds
6.02%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.66%
New
84
Increased
145
Reduced
111
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
226
Simplicity Solutions
Minnesota
$733K -$16.8K -334 -2%
CB
227
Commerce Bank
Missouri
$729K
RA
228
Rise Advisors
New York
$695K +$695K +13,782 New
MWM
229
Marion Wealth Management
Pennsylvania
$691K +$691K +13,702 New
COF
230
Capital One Financial
Virginia
$680K +$368K +7,293 +118%
NCM
231
Northwest Capital Management
Oregon
$670K +$17.7K +356 +3%
OHWP
232
Oak Harbor Wealth Partners
North Carolina
$640K +$640K +12,684 New
VFIC
233
Valley Forge Investment Consultants
Pennsylvania
$638K -$342K -6,775 -35%
CPSAC
234
Chas P. Smith & Associates (CPS)
Florida
$630K -$2.98K -59 -0.5%
WP
235
WealthPLAN Partners
Nebraska
$601K -$38.7K -776 -6%
APSP
236
Asset Planning Services (Pennsylvania)
Pennsylvania
$595K
CAPTRUST Financial Advisors
237
CAPTRUST Financial Advisors
North Carolina
$590K -$351K -6,962 -37%
PAG
238
Private Advisor Group
New Jersey
$585K -$857 -17 -0.1%
HWM
239
HB Wealth Management
Georgia
$582K +$582K +11,542 New
AFP
240
Ausdal Financial Partners
Iowa
$579K -$72.1K -1,429 -11%
TWC
241
TD Waterhouse Canada
Ontario, Canada
$578K +$578K +11,446 New
PPW
242
Pinnacle Private Wealth
Massachusetts
$562K +$562K +11,140 New
CHP
243
Cable Hill Partners
Oregon
$559K +$11.3K +224 +2%
FIM
244
Freedom Investment Management
Connecticut
$557K -$5.4K -107 -1%
SI
245
Saxon Interests
Texas
$549K +$549K +10,945 New
PSF
246
Pacific Sun Financial
California
$529K +$32.3K +640 +7%
MWM
247
Modera Wealth Management
New Jersey
$524K +$524K +10,397 New
LIM
248
Leavell Investment Management
Alabama
$505K +$207K +4,100 +69%
FAIM
249
Financial Advocates Investment Management
Washington
$498K +$3.64K +72 +0.7%
CFMC
250
Curbstone Financial Management Corp
New Hampshire
$484K