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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 %
CA
326
CoreCap Advisors
Michigan
$149K +$149K +2,951 New
HBT
327
Hills Bank & Trust
Iowa
$134K -$151 -3 -0.1%
CIR
328
Clear Investment Research
Georgia
$121K
KFO
329
Kopp Family Office
Minnesota
$112K +$8.95K +178 +9%
EW
330
Element Wealth
Mississippi
$106K
CPW
331
Crestmont Private Wealth
Texas
$105K +$105K +2,077 New
CWS
332
Confluence Wealth Services
Pennsylvania
$102K +$102K +2,036 New
CTC
333
Central Trust Company
Missouri
$100K
VNIM
334
Vaughan Nelson Investment Management
Texas
$100K
DWP
335
Destiny Wealth Partners
Florida
$80K +$80K +1,577 New
PCG
336
Private Capital Group
Connecticut
$79K +$10K +198 +15%
CFGS
337
Concourse Financial Group Securities
Alabama
$73K +$802 +16 +1%
US Bancorp
338
US Bancorp
Minnesota
$71K
TCM
339
Tradewinds Capital Management
Washington
$65K
TFGT
340
TS Financial Group (TSFG)
Illinois
$61K
HS
341
Horan Securities
United States
$57K +$57K +1,128 New
BWL
342
Bogart Wealth LLC
Virginia
$54K
ADL
343
Asset Dedication LLC
California
$54K +$2.88K +58 +6%
SFPG
344
Stonebridge Financial Planning Group
Florida
$50K
EIP
345
Ellis Investment Partners
Pennsylvania
$50K +$248 +5 +0.5%
PB
346
Pinnacle Bancorp
Nebraska
$50K +$27.5K +550 +122%
EVM
347
Eaton Vance Management
Massachusetts
$50K +$50K +1,000 New
CNBTD
348
Citizens National Bank Trust Department
Mississippi
$50K +$50K +1,000 New
EK
349
Evensky & Katz
Florida
$46K
PA
350
Parallel Advisors
California
$43K +$38.4K +767 +843%