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iShares Core 1-5 Year USD Bond ETF

383 hedge funds and large institutions have $3.73B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 167 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+4
Holders Change %
+1.06%
% of All Funds
6.48%
Holding in Top 10
37
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.78%
% of All Funds
0.63%
New
57
Increased
108
Reduced
167
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
251
Tocqueville Asset Management
New York
$446K
OHWP
252
Oak Harbor Wealth Partners
North Carolina
$444K -$171K -3,600 -28%
MWM
253
Modera Wealth Management
New Jersey
$440K -$52.9K -1,116 -11%
GFPC
254
Global Financial Private Client
Florida
$424K
WFM
255
Wolff Financial Management
Michigan
$422K +$474 +10 +0.1%
SWA
256
Strategies Wealth Advisors
Michigan
$417K +$417K +8,808 New
FIM
257
Freedom Investment Management
Connecticut
$410K -$129K -2,712 -24%
WKWM
258
Walter & Keenan Wealth Management
Indiana
$409K -$9.44K -199 -2%
ANTB
259
AMG National Trust Bank
Colorado
$397K +$19.4K +404 +5%
AT
260
American Trust
Kentucky
$393K +$38.7K +815 +11%
AA
261
Advisory Alpha
Michigan
$390K -$507K -10,696 -57%
EWA
262
Exencial Wealth Advisors
Oklahoma
$388K +$5.83K +123 +2%
GRP
263
Global Retirement Partners
California
$385K +$190 +4 +0%
FAIM
264
Financial Advocates Investment Management
Washington
$373K -$88.3K -1,862 -19%
SNB
265
Security National Bank
Nebraska
$370K +$93.6K +1,975 +34%
OCM
266
Osterweis Capital Management
California
$367K -$303K
MCM
267
Mattern Capital Management
Colorado
$365K +$79.6K +1,678 +28%
SAM
268
Summit Asset Management
Tennessee
$362K
CA
269
CGN Advisors
Kansas
$359K -$3.37M -71,271 -90%
KOC
270
Koss-Olinger Consulting
Florida
$353K -$27.1M -571,259 -99%
RWP
271
Ridgecrest Wealth Partners
California
$351K -$247K -5,200 -41%
CBFP
272
Cedar Brook Financial Partners
Ohio
$350K +$350K +7,389 New
PIM
273
Provident Investment Management
Michigan
$337K -$190K -4,000 -36%
AAS
274
Avantax Advisory Services
Texas
$334K -$13.8K -291 -4%
CAM
275
Cidel Asset Management
Ontario, Canada
$332K