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iShares Core 1-5 Year USD Bond ETF

383 hedge funds and large institutions have $3.73B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 167 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+4
Holders Change %
+1.06%
% of All Funds
6.48%
Holding in Top 10
37
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.78%
% of All Funds
0.63%
New
57
Increased
108
Reduced
167
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
301
Summit Financial Strategies
Ohio
$235K +$235K +4,948 New
WCG
302
Weaver Consulting Group
California
$232K +$232K +4,884 New
MWM
303
Meridian Wealth Management
Kentucky
$230K +$230K +4,850 New
WC
304
Whitney & Co
New York
$229K -$30.8K -650 -12%
ATWA
305
Arbor Trust Wealth Advisors
Michigan
$228K
EWA
306
Encompass Wealth Advisors
Oregon
$223K +$223K +4,715 New
CA
307
CoreCap Advisors
Michigan
$217K -$18.4K -388 -8%
BF
308
BOK Financial
Oklahoma
$214K
LPP
309
Life Planning Partners
Florida
$213K -$9.92K -210 -4%
BTWM
310
Baker Tilly Wealth Management
Wisconsin
$211K +$10.4K +220 +5%
PJSIMP
311
P.J. Schmidt Investment Management (PJS)
Wisconsin
$210K -$1.19M -25,073 -85%
EIA
312
Eldridge Investment Advisors
New Hampshire
$210K -$10.2K -215 -5%
CRWM
313
Castle Rock Wealth Management
California
$208K
SC
314
Stephens Consulting
Michigan
$203K +$185K +3,900 +1,034%
RF
315
Resolute Financial
Massachusetts
$201K -$596K -12,581 -75%
BAM
316
Belpointe Asset Management
Nevada
$196K
BAM
317
Baldrige Asset Management
Pennsylvania
$147K +$945 +20 +0.6%
CP
318
Castleview Partners
Texas
$138K +$57K +1,161 +71%
HBT
319
Hills Bank & Trust
Iowa
$126K
APA
320
American Portfolios Advisors
New York
$120K -$24.6K -518 -17%
CIR
321
Clear Investment Research
Georgia
$110K -$38.1K -806 -26%
KFO
322
Kopp Family Office
Minnesota
$106K
PTC
323
Private Trust Company
Ohio
$101K +$101K +2,135 New
EW
324
Element Wealth
Mississippi
$100K
DI
325
Disciplined Investments
Oklahoma
$100K