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iShares Core 1-5 Year USD Bond ETF

379 hedge funds and large institutions have $4.05B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 140 increasing their positions, 148 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-11
Holders Change %
-2.82%
% of All Funds
6%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.71%
New
36
Increased
140
Reduced
148
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWP
226
Ridgecrest Wealth Partners
California
$611K -$5.69M -117,315 -90%
WP
227
WealthPLAN Partners
Nebraska
$599K +$21.2K +442 +4%
WIM
228
WealthPlan Investment Management
Nebraska
$599K +$599K +12,489 New
MG
229
Mather Group
Illinois
$566K +$566K +11,677 New
HWM
230
HB Wealth Management
Georgia
$559K
LPT
231
Legacy Private Trust
Wisconsin
$557K +$557K +11,488 New
FIM
232
Freedom Investment Management
Connecticut
$551K +$15.7K +324 +3%
TWC
233
TD Waterhouse Canada
Ontario, Canada
$548K -$3.86K -80 -0.7%
VFIC
234
Valley Forge Investment Consultants
Pennsylvania
$548K -$65.2K -1,345 -11%
PIM
235
Provident Investment Management
Michigan
$538K -$1.07M -22,000 -66%
PPW
236
Pinnacle Private Wealth
Massachusetts
$530K -$9.69K -200 -2%
WCP
237
Wick Capital Partners
Pennsylvania
$525K -$546K -11,262 -51%
AFP
238
Ausdal Financial Partners
Iowa
$525K -$31.2K -643 -6%
NS
239
Newman & Schimel
Illinois
$522K +$514K +24,940,583 +6,695%
NCM
240
Northwest Capital Management
Oregon
$517K -$137K -2,830 -21%
SI
241
Saxon Interests
Texas
$517K -$13.2K -272 -2%
SHFA
242
SC&H Financial Advisors
Maryland
$517K +$123K +2,532 +31%
RJTCONH
243
Raymond James Trust Company of New Hampshire
New Hampshire
$516K +$516K +10,648 New
VA
244
Valmark Advisers
Ohio
$511K +$511K +10,541 New
PSF
245
Pacific Sun Financial
California
$510K +$1.94K +40 +0.4%
WCM
246
Whitener Capital Management
North Carolina
$508K -$237K -4,900 -32%
LIM
247
Leavell Investment Management
Alabama
$505K +$19.4K +400 +4%
MWM
248
Modera Wealth Management
New Jersey
$504K
Janney Montgomery Scott
249
Janney Montgomery Scott
Pennsylvania
$483K -$672K -13,885 -58%
FPCM
250
Financial Partners Capital Management
New York
$481K +$77.5K +1,600 +19%