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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 %
ATWA
301
Arbor Trust Wealth Advisors
Michigan
$243K
EH
302
Equitable Holdings
New York
$243K +$243K +4,821 New
LPP
303
Life Planning Partners
Florida
$238K +$238K +4,720 New
BAM
304
Baldrige Asset Management
Pennsylvania
$228K -$29K -574 -11%
BF
305
BOK Financial
Oklahoma
$228K
HNB
306
Huntington National Bank
Ohio
$227K -$11K
TCM
307
Traynor Capital Management
Pennsylvania
$224K +$16.3K +324 +8%
IA
308
IFP Advisors
Florida
$221K -$6.72K -130 -3%
CRWM
309
Castle Rock Wealth Management
California
$220K -$25K -500 -10%
9WM
310
9258 Wealth Management
Ohio
$217K -$27.7K -549 -11%
OIA
311
Optimum Investment Advisors
Illinois
$217K
RP
312
Rice Partnership
Hawaii
$212K -$9.34K -185 -4%
Wealthfront Advisers
313
Wealthfront Advisers
California
$212K +$212K +4,216 New
IWM
314
IHT Wealth Management
Illinois
$210K -$25.7K -509 -11%
RCA
315
Resonant Capital Advisors
Wisconsin
$206K +$206K +4,091 New
DI
316
Disciplined Investments
Oklahoma
$202K
SCA
317
Snowden Capital Advisors
New York
$200K -$3.08M -61,162 -94%
ACA
318
Ackerman Capital Advisors
Texas
$200K
BNP Paribas Financial Markets
319
BNP Paribas Financial Markets
France
$198K +$198K +3,921 New
BAM
320
Belpointe Asset Management
Nevada
$188K +$188K +3,726 New
Fidelity Investments
321
Fidelity Investments
Massachusetts
$186K +$58.3K +1,160 +46%
CFA
322
Carroll Financial Associates
North Carolina
$179K -$11.3M -224,986 -98%
FAG
323
Fortitude Advisory Group
Washington
$169K +$169K +3,355 New
CAL
324
Capital Analysts LLC
Pennsylvania
$158K -$174K -3,453 -52%
APA
325
American Portfolios Advisors
New York
$154K +$5.75K +114 +4%