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iShares Core 1-5 Year USD Bond ETF

390 hedge funds and large institutions have $4.16B invested in iShares Core 1-5 Year USD Bond ETF in 2021 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 145 increasing their positions, 111 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+41
Holders Change %
+11.75%
% of All Funds
6.02%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.66%
New
84
Increased
145
Reduced
111
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWM
276
Orgel Wealth Management
Wisconsin
$324K
MCA
277
Magnolia Capital Advisors
Mississippi
$321K -$15.7K -312 -5%
OCM
278
Osterweis Capital Management
California
$316K -$395K
National Bank of Canada
279
National Bank of Canada
Quebec, Canada
$314K +$314K +6,236 New
SBIA
280
Sheaff Brock Investment Advisors
Indiana
$303K
MI
281
Moneywise Inc
Virginia
$302K -$18.3K -364 -6%
SFS
282
Security Financial Services
Indiana
$301K +$301K +5,967 New
FHA
283
Flagship Harbor Advisors
Massachusetts
$299K +$34.9K +690 +13%
PWS
284
Peterson Wealth Services
Utah
$294K +$294K +5,829 New
BWA
285
BDO Wealth Advisors
Florida
$292K -$1.06K -21 -0.4%
LNC
286
Lincoln National Corp
Pennsylvania
$292K +$202 +4 +0.1%
WC
287
Whitney & Co
New York
$291K
WA
288
WBH Advisory
Maryland
$291K +$291K +5,772 New
FA
289
Faithward Advisors
Pennsylvania
$288K +$7.17K +142 +3%
CA
290
Cetera Advisors
Colorado
$286K +$9.49K +188 +3%
SNB
291
Security National Bank
Nebraska
$279K +$279K +5,536 New
BFA
292
Beaumont Financial Advisors
Massachusetts
$278K
BFM
293
Broadview Financial Management
Wisconsin
$277K -$958 -19 -0.3%
BCA
294
Bay Colony Advisors
Massachusetts
$275K -$13.7K -272 -5%
PP
295
PFS Partners
New Jersey
$274K +$274K +5,432 New
PFS
296
Prospera Financial Services
Texas
$272K +$22.7K +451 +9%
VF
297
Vista Finance
Missouri
$272K +$272K +5,394 New
CAC
298
Certified Advisory Corp
Florida
$262K +$262K +5,195 New
MCM
299
Mattern Capital Management
Colorado
$256K
JCIA
300
Jackson Creek Investment Advisors
Colorado
$251K +$251K +4,983 New