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iShares Core 1-5 Year USD Bond ETF

358 hedge funds and large institutions have $2.51B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 120 increasing their positions, 156 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-26
Holders Change %
-6.77%
% of All Funds
5.71%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.48%
New
20
Increased
120
Reduced
156
Closed
43
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWE
251
Avidian Wealth Enterprises
Texas
$340K +$1.02K +22 +0.3%
CL
252
Choreo LLC
Illinois
$336K -$27.8K -600 -8%
HCM
253
Hudson Capital Management
New Jersey
$330K -$7.89K -170 -2%
AWS
254
Atria Wealth Solutions
New York
$320K -$16.8K -362 -5%
TWC
255
TD Waterhouse Canada
Ontario, Canada
$317K
NIC
256
Northwest Investment Counselors
Oregon
$316K +$93 +2 +0%
KLI
257
Kelman-Lazarov Inc
Tennessee
$312K -$149K -3,204 -32%
PHIC
258
Pine Haven Investment Counsel
Massachusetts
$311K -$3.71K -80 -1%
FSA
259
Fort Sheridan Advisors
Illinois
$311K
ISL
260
Ingalls & Snyder LLC
New York
$310K -$232K -5,000 -43%
MA
261
MKT Advisors
California
$308K +$308K +6,680 New
RCAG
262
Rehmann Capital Advisory Group
Michigan
$305K -$3.15K -68 -1%
WIA
263
World Investment Advisors
California
$304K -$499K -10,751 -62%
PIM
264
Provident Investment Management
Michigan
$297K
WP
265
WealthSource Partners
California
$289K +$1.62K +35 +0.6%
OBWG
266
Onyx Bridge Wealth Group
New York
$282K -$829K -17,871 -75%
SBIA
267
Sheaff Brock Investment Advisors
Indiana
$278K
SFS
268
Security Financial Services
Indiana
$277K
SFG
269
Sovereign Financial Group
Connecticut
$270K -$3.62K -78 -1%
CA
270
Cetera Advisors
Colorado
$261K +$1.62K +35 +0.6%
WKWM
271
Walter & Keenan Wealth Management
Indiana
$257K
Renaissance Technologies
272
Renaissance Technologies
New York
$256K +$256K +5,523 New
EK
273
Evensky & Katz
Florida
$253K -$143K -3,091 -36%
PP
274
PFS Partners
New Jersey
$252K
BTWM
275
Baker Tilly Wealth Management
Wisconsin
$251K