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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 %
CTWM
301
Cherry Tree Wealth Management
Minnesota
$86.7K
NS
302
NBC Securities
Alabama
$64K +$64K +1,385 New
BC
303
Bartlett & Co
Ohio
$63K -$6.07K -130 -9%
BCWM
304
Bartlett & Co Wealth Management
Ohio
$62.6K -$6.03K -130 -9%
GJIA
305
Glass Jacobson Investment Advisors
Maryland
$59.6K +$278 +6 +0.5%
FDCDDQ
306
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.9K -$20.6K -445 -27%
FCA
307
FinTrust Capital Advisors
South Carolina
$53.3K -$4.54M -97,877 -99%
RFA
308
Resurgent Financial Advisors
Georgia
$51.3K -$19.5K -421 -28%
CFGS
309
Concourse Financial Group Securities
Alabama
$51.1K +$8.53K +184 +20%
JWA
310
JFS Wealth Advisors
Pennsylvania
$50.1K +$50.1K +1,081 New
IA
311
IFP Advisors
Florida
$49.2K -$13.4K -288 -21%
Citigroup
312
Citigroup
New York
$43.2K
HPC
313
HM Payson & Co
Maine
$39.1K
CT
314
Cambridge Trust
Massachusetts
$38.1K
AIC
315
Archer Investment Corporation
Indiana
$37.5K
Fidelity Investments
316
Fidelity Investments
Massachusetts
$34.7K +$3.57K +77 +11%
MFA
317
McClarren Financial Advisors
Pennsylvania
$32K -$29K -666 -48%
HGERS
318
Householder Group Estate & Retirement Specialist
Arizona
$30.1K +$30.1K +650 New
MPCG
319
Matrix Private Capital Group
New York
$29.9K
BONH
320
Bank of New Hampshire
New Hampshire
$29.5K
GTAM
321
Global Trust Asset Management
Florida
$27.8K
BWL
322
Bogart Wealth LLC
Virginia
$27.2K
Franklin Resources
323
Franklin Resources
California
$26.7K
CFD
324
Creative Financial Designs
Indiana
$25.1K +$6.59K +142 +36%
AWM
325
Avior Wealth Management
Nebraska
$24K +$186 +4 +0.8%