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iShares Core 1-5 Year USD Bond ETF

358 hedge funds and large institutions have $2.74B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 154 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-12
Holders Change %
-3.24%
% of All Funds
5.18%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.46%
New
22
Increased
154
Reduced
127
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LCWP
226
Legacy Capital Wealth Partners
Arkansas
$444K
Kovitz Investment Group Partners
227
Kovitz Investment Group Partners
Illinois
$442K -$756K -15,523 -63%
OCM
228
Osterweis Capital Management
California
$438K -$426K
WWS
229
Wellington Wealth Strategies
Indiana
$423K +$423K +8,803 New
SC
230
Stephens Consulting
Michigan
$415K -$16.2K -333 -4%
ACP
231
Aviance Capital Partners
Florida
$414K +$1.56K +32 +0.4%
TWC
232
TD Waterhouse Canada
Ontario, Canada
$412K
LFAS
233
Level Four Advisory Services
Texas
$397K -$156K -3,257 -28%
SFP
234
Strategic Financial Partners
Oregon
$384K -$13.1K -270 -3%
LI
235
LVZ Inc
Michigan
$375K -$34.9K -717 -9%
WN
236
Williams & Novak
California
$360K -$634K -13,020 -64%
SC
237
Savant Capital
Illinois
$352K -$132K -2,719 -27%
SOAMC
238
Spirit of America Management Corp
New York
$341K -$4.09K -84 -1%
SHFA
239
SC&H Financial Advisors
Maryland
$340K -$2.14K -44 -0.6%
KLI
240
Kelman-Lazarov Inc
Tennessee
$328K
CCM
241
Coldstream Capital Management
Washington
$327K +$116K +2,381 +55%
HWM
242
Hohimer Wealth Management
Washington
$327K -$42.2K -866 -11%
CAM
243
Cidel Asset Management
Ontario, Canada
$323K -$333K
SJGA
244
Stephen J. Garry & Associates
New York
$321K -$36.5K -750 -10%
CKAIS
245
Christensen King & Associates Investment Services
Washington
$320K +$2.19K +45 +0.7%
SGCA
246
Steel Grove Capital Advisors
Tennessee
$317K -$35.6K -730 -10%
PWH
247
Priebe Wealth Holdings
Minnesota
$298K
WP
248
WealthShield Partners
North Carolina
$297K -$6.38K -131 -2%
RCAG
249
Rehmann Capital Advisory Group
Michigan
$297K +$1.85K +38 +0.6%
RIA
250
Regal Investment Advisors
Michigan
$294K +$20.4K +419 +7%