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iShares Core 1-5 Year USD Bond ETF

380 hedge funds and large institutions have $2.79B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+22
Holders Change %
+6.15%
% of All Funds
5.57%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.41%
New
62
Increased
117
Reduced
161
Closed
38
Calls
$24K
Puts
$152K
Net Calls
-$128K
Net Calls Change
-$142K
Name Holding Trade Value Shares
Change
Shares
Change %
SFP
226
Strategic Financial Partners
Oregon
$545K -$164K -3,438 -23%
PI
227
PFG Investments
New York
$524K -$229K -4,806 -30%
Northern Trust
228
Northern Trust
Illinois
$522K
AT
229
Arlington Trust
Alabama
$518K +$518K +10,900 New
SC
230
Savant Capital
Illinois
$510K -$30.6K -644 -6%
OCG
231
Opus Capital Group
Ohio
$509K -$33.8K -711 -6%
CMS
232
Capital Market Strategies
Florida
$507K -$97.6K -2,051 -16%
ATPW
233
Ashton Thomas Private Wealth
Arizona
$491K -$64.3K -1,353 -12%
RW
234
Rede Wealth
Virginia
$480K -$468K -9,834 -49%
Squarepoint
235
Squarepoint
New York
$476K -$3.95K -83 -0.8%
LIM
236
Leavell Investment Management
Alabama
$466K +$41.7K +876 +10%
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$452K -$53.6K -1,131 -11%
LI
238
LVZ Inc
Michigan
$451K -$32K -673 -7%
TAM
239
Tocqueville Asset Management
New York
$447K
BRWA
240
B. Riley Wealth Advisors
Florida
$443K -$307K -6,456 -41%
LCWP
241
Legacy Capital Wealth Partners
Arkansas
$434K
GFPC
242
Global Financial Private Client
Florida
$432K +$423K +8,887 +4,444%
OCM
243
Osterweis Capital Management
California
$428K -$486K
SIC
244
Salem Investment Counselors
North Carolina
$428K -$16.5K -347 -4%
SGCA
245
Steel Grove Capital Advisors
Tennessee
$425K -$786K -16,530 -65%
HNWAG
246
High Net Worth Advisory Group
Florida
$419K -$184K -3,875 -31%
RA
247
Rise Advisors
New York
$418K +$4.61K +97 +1%
NCM
248
Northwest Capital Management
Oregon
$416K +$42.4K +891 +11%
FFP
249
FourThought Financial Partners
Florida
$398K -$352K -7,396 -47%
SDWMA
250
Schneider Downs Wealth Management Advisors
Pennsylvania
$395K +$395K +8,303 New