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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 %
BBWP
276
Beacon Bridge Wealth Partners
Pennsylvania
$249K -$39.8K -859 -14%
CAM
277
Cidel Asset Management
Ontario, Canada
$249K -$552K -11,828 Closed
APP
278
Avantax Planning Partners
Iowa
$247K -$25.9K -558 -9%
PAMG
279
Patton Albertson Miller Group
Tennessee
$244K +$244K +5,258 New
BFA
280
Beaumont Financial Advisors
Massachusetts
$237K +$1.39K +30 +0.6%
PJSIMP
281
P.J. Schmidt Investment Management (PJS)
Wisconsin
$230K
KOC
282
Koss-Olinger Consulting
Florida
$229K -$3.9K -84 -2%
SWP
283
Stratos Wealth Partners
Ohio
$229K +$5.52K +119 +2%
PMG
284
ProVise Management Group
Florida
$227K -$33.1K -714 -13%
FIM
285
Freedom Investment Management
Connecticut
$226K -$75.9K -1,637 -25%
ATWA
286
Arbor Trust Wealth Advisors
Michigan
$223K
CWM
287
Campbell Wealth Management
Virginia
$222K
CAC
288
Certified Advisory Corp
Florida
$214K +$214K +4,615 New
GPA
289
Guidance Point Advisors
Massachusetts
$213K -$1.14M -24,527 -84%
FNWM
290
Financial Network Wealth Management
Utah
$212K -$4.11K -89 -2%
GFA
291
Gallagher Fiduciary Advisors
Illinois
$206K +$46 +1 +0%
FBT
292
First Bankers Trust
Kentucky
$205K
PCIA
293
Prime Capital Investment Advisors
Kansas
$204K
KFI
294
Key Financial Inc
Pennsylvania
$151K
BCV
295
Banque Cantonale Vaudoise
Switzerland
$140K
OIA
296
Optimum Investment Advisors
Illinois
$139K
CIR
297
Clear Investment Research
Georgia
$103K +$29K +626 +39%
EW
298
Element Wealth
Mississippi
$97.9K
KFO
299
Kopp Family Office
Minnesota
$96K
CAL
300
Capital Analysts LLC
Pennsylvania
$88K +$10.7K +230 +14%