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iShares Core 1-5 Year USD Bond ETF

370 hedge funds and large institutions have $2.68B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 141 increasing their positions, 145 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-9
Holders Change %
-2.37%
% of All Funds
5.38%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
28
Increased
141
Reduced
145
Closed
32
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Shares
Change %
CL
226
Choreo LLC
Illinois
$503K +$170K +3,611 +51%
CPIG
227
Chicago Partners Investment Group
Illinois
$478K -$98.2K -2,051 -17%
Northern Trust
228
Northern Trust
Illinois
$477K -$42.6K -900 -8%
SC
229
Savant Capital
Illinois
$471K -$3.65K -77 -0.8%
CMS
230
Capital Market Strategies
Florida
$470K -$3.55K -75 -0.7%
GFPC
231
Global Financial Private Client
Florida
$462K
AP
232
Adero Partners
California
$459K +$459K +9,700 New
OCG
233
Opus Capital Group
Ohio
$453K +$9.99K +211 +2%
TAM
234
Tocqueville Asset Management
New York
$445K
Truist Financial
235
Truist Financial
North Carolina
$440K -$149K -3,137 -25%
PHIC
236
Pine Haven Investment Counsel
Massachusetts
$436K +$237 +5 +0.1%
LCWP
237
Legacy Capital Wealth Partners
Arkansas
$432K +$432K +9,117 New
OCM
238
Osterweis Capital Management
California
$426K -$427K
SC
239
Stephens Consulting
Michigan
$420K +$474 +10 +0.1%
RA
240
Rise Advisors
New York
$420K +$3.93K +83 +0.9%
ATPW
241
Ashton Thomas Private Wealth
Arizona
$419K -$68.4K -1,443 -14%
ACP
242
Aviance Capital Partners
Florida
$402K +$31.2K +658 +8%
TWC
243
TD Waterhouse Canada
Ontario, Canada
$400K +$68.7K +1,456 +21%
LI
244
LVZ Inc
Michigan
$399K -$43.9K -926 -10%
ACA
245
Affinity Capital Advisors
California
$397K -$129K -2,716 -24%
SFP
246
Strategic Financial Partners
Oregon
$386K -$137K -2,895 -26%
HWM
247
Hohimer Wealth Management
Washington
$359K -$107K -2,259 -23%
P
248
&Partners
Tennessee
$353K +$67K +1,415 +23%
SJGA
249
Stephen J. Garry & Associates
New York
$348K
BW
250
BIP Wealth
Georgia
$345K -$65.7K -1,386 -16%