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iShares Core 1-5 Year USD Bond ETF

387 hedge funds and large institutions have $3.94B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 136 increasing their positions, 162 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+13
Holders Change %
+3.48%
% of All Funds
6.24%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.56%
New
53
Increased
136
Reduced
162
Closed
35
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Shares
Change %
VNIM
326
Vaughan Nelson Investment Management
Texas
$108K
CIR
327
Clear Investment Research
Georgia
$103K +$834 +18 +0.8%
PTC
328
Private Trust Company
Ohio
$99K
EW
329
Element Wealth
Mississippi
$98K
KFO
330
Kopp Family Office
Minnesota
$96K -$7.33K -158 -7%
GRP
331
Global Retirement Partners
California
$85K -$119K -2,569 -58%
RFA
332
Resurgent Financial Advisors
Georgia
$78.1K +$78.1K +1,681 New
AWM
333
Accurate Wealth Management
Florida
$75.2K +$75.2K +1,605 New
NECFA
334
New England Capital Financial Advisors
Connecticut
$74.7K +$74.7K +1,585 New
CP
335
Castleview Partners
Texas
$74.1K -$743 -16 -1%
DI
336
Disciplined Investments
Oklahoma
$73.6K -$1.81K -39 -2%
BAAM
337
Baker Avenue Asset Management
California
$72K +$72K +1,550 New
S
338
SignatureFD
Georgia
$58.6K +$58.6K +1,261 New
Citigroup
339
Citigroup
New York
$57.1K +$6.55K +141 +13%
GJIA
340
Glass Jacobson Investment Advisors
Maryland
$55K +$55K +1,185 New
CFGS
341
Concourse Financial Group Securities
Alabama
$54.8K +$48.4K +1,042 +755%
Carson Wealth (CWM LLC)
342
Carson Wealth (CWM LLC)
Nebraska
$50K -$10.2K -221 -17%
TFA
343
Transamerica Financial Advisors
Florida
$42K -$3K -64 -7%
RIA
344
Realta Investment Advisors
Delaware
$40.9K +$139 +3 +0.3%
CT
345
Cambridge Trust
Massachusetts
$38K
BWA
346
BDO Wealth Advisors
Florida
$37K +$232 +5 +0.6%
AIC
347
Archer Investment Corporation
Indiana
$32.5K +$279 +6 +0.9%
BONH
348
Bank of New Hampshire
New Hampshire
$31K +$27.7K +600 +833%
MPCG
349
Matrix Private Capital Group
New York
$30K
PP
350
Pacifica Partners
Canada
$29.4K -$1.3K -28 -4%