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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 %
EM
251
Excalibur Management
Massachusetts
$479K -$234K -4,836 -33%
FAIM
252
Financial Advocates Investment Management
Washington
$472K -$6.26K -129 -1%
CFMC
253
Curbstone Financial Management Corp
New Hampshire
$465K
BFA
254
Beaumont Financial Advisors
Massachusetts
$460K +$194K +3,996 +73%
TAM
255
Tocqueville Asset Management
New York
$456K
QCIG
256
Quad-Cities Investment Group
Iowa
$439K +$64.3K +1,327 +17%
WIA
257
World Investment Advisors
California
$434K -$2.67K -55 -0.6%
WFM
258
Wolff Financial Management
Michigan
$431K -$4.61K -95 -1%
GFPC
259
Global Financial Private Client
Florida
$430K -$21.7K -450 -5%
WKWM
260
Walter & Keenan Wealth Management
Indiana
$418K +$9.72K +205 +2%
CIA
261
Choate Investment Advisors
Massachusetts
$415K
EWA
262
Exencial Wealth Advisors
Oklahoma
$391K +$11.2K +231 +3%
GRP
263
Global Retirement Partners
California
$389K +$389K +8,113 New
WA
264
WBH Advisory
Maryland
$388K +$111K +2,324 +40%
ANTB
265
AMG National Trust Bank
Colorado
$382K +$48.5K +1,000 +15%
SAM
266
Summit Asset Management
Tennessee
$370K +$290 +6 +0.1%
PWS
267
Peterson Wealth Services
Utah
$365K +$82.5K +1,702 +29%
AT
268
American Trust
Kentucky
$362K +$362K +7,471 New
AAS
269
Avantax Advisory Services
Texas
$354K -$1.88K -39 -0.5%
CPIA
270
Cornell Pochily Investment Advisors
New York
$350K -$53.6K -1,105 -13%
SFG
271
Sovereign Financial Group
Connecticut
$330K -$34.8K -717 -10%
FSA
272
Fort Sheridan Advisors
Illinois
$325K
SAMC
273
Spectrum Asset Management (California)
California
$314K -$1.15M -23,800 -79%
PAS
274
Park Avenue Securities
New York
$311K -$25.9K -535 -8%
OWM
275
Orgel Wealth Management
Wisconsin
$311K