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iShares Core 1-5 Year USD Bond ETF

374 hedge funds and large institutions have $3.06B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 136 increasing their positions, 152 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-9
Holders Change %
-2.35%
% of All Funds
6.47%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.62%
New
31
Increased
136
Reduced
152
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
301
CoreCap Advisors
Michigan
$207K -$4.19K -91 -2%
WCM
302
Whitener Capital Management
North Carolina
$205K -$75.7K -1,646 -27%
BTWM
303
Baker Tilly Wealth Management
Wisconsin
$205K
GRP
304
Global Retirement Partners
California
$202K -$171K -3,718 -46%
CRWM
305
Castle Rock Wealth Management
California
$202K
HCM
306
Hengehold Capital Management
Ohio
$200K -$28.8K -623 -13%
CAL
307
Capital Analysts LLC
Pennsylvania
$199K -$76K -1,647 -28%
MFC
308
Morris Financial Concepts
South Carolina
$194K +$186K +4,055 +2,473%
BAM
309
Belpointe Asset Management
Nevada
$192K
BCV
310
Banque Cantonale Vaudoise
Switzerland
$176K +$176K +3,826 New
BAM
311
Baldrige Asset Management
Pennsylvania
$163K +$19.4K +419 +13%
SA
312
SRH Advisors
Kansas
$143K +$143K +3,097 New
APA
313
American Portfolios Advisors
New York
$117K
HS
314
Horan Securities
United States
$115K +$71.6K +1,549 +165%
HBT
315
Hills Bank & Trust
Iowa
$113K -$9.81K -213 -8%
VNIM
316
Vaughan Nelson Investment Management
Texas
$107K +$16.1K +350 +18%
KFO
317
Kopp Family Office
Minnesota
$103K
CIR
318
Clear Investment Research
Georgia
$102K -$5.69K -123 -5%
PTC
319
Private Trust Company
Ohio
$98K
EW
320
Element Wealth
Mississippi
$97K
DI
321
Disciplined Investments
Oklahoma
$75K -$22.7K -492 -23%
SC
322
Stephens Consulting
Michigan
$75K -$122K -2,650 -62%
CP
323
Castleview Partners
Texas
$74K -$54.9K -1,195 -43%
OCM
324
Osterweis Capital Management
California
$68K -$367K
SWM
325
Spire Wealth Management
Virginia
$66K -$1.91M -41,277 -97%