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iShares Core 1-5 Year USD Bond ETF

379 hedge funds and large institutions have $4.05B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 140 increasing their positions, 148 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-11
Holders Change %
-2.82%
% of All Funds
6%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.71%
New
36
Increased
140
Reduced
148
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
301
Rockefeller Capital Management
New York
$231K -$939K -19,434 -80%
LPP
302
Life Planning Partners
Florida
$229K
EIA
303
Eldridge Investment Advisors
New Hampshire
$225K -$123K -2,540 -35%
BF
304
BOK Financial
Oklahoma
$219K
RP
305
Rice Partnership
Hawaii
$215K +$11.4K +236 +6%
CRWM
306
Castle Rock Wealth Management
California
$211K
CA
307
Cetera Advisors
Colorado
$207K -$67.9K -1,399 -25%
BTWM
308
Baker Tilly Wealth Management
Wisconsin
$205K +$205K +4,237 New
CPP
309
Capasso Planning Partners
South Carolina
$202K +$202K +4,163 New
BAM
310
Belpointe Asset Management
Nevada
$201K +$20.4K +420 +11%
HNB
311
Huntington National Bank
Ohio
$197K -$227K
OIA
312
Optimum Investment Advisors
Illinois
$194K -$14.6K -300 -7%
CIR
313
Clear Investment Research
Georgia
$152K +$35.5K +732 +30%
BAM
314
Baldrige Asset Management
Pennsylvania
$150K -$69.1K -1,423 -32%
APA
315
American Portfolios Advisors
New York
$148K
CAL
316
Capital Analysts LLC
Pennsylvania
$141K -$9.97K -207 -7%
HBT
317
Hills Bank & Trust
Iowa
$129K
KFO
318
Kopp Family Office
Minnesota
$108K
DI
319
Disciplined Investments
Oklahoma
$102K -$90.8K -1,883 -47%
EW
320
Element Wealth
Mississippi
$102K
CPW
321
Crestmont Private Wealth
Texas
$101K +$97 +2 +0.1%
CTC
322
Central Trust Company
Missouri
$96K
VNIM
323
Vaughan Nelson Investment Management
Texas
$96K
CP
324
Castleview Partners
Texas
$79K -$3.53M -73,495 -98%
DWP
325
Destiny Wealth Partners
Florida
$76K