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iShares Core 1-5 Year USD Bond ETF
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Overview Fund Activity

380 hedge funds and large institutions have $2.79B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+22
Holders Change %
+6.15%
% of All Funds
5.57%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.41%
New
62
Increased
117
Reduced
161
Closed
38
Calls
$24K
Puts
$152K
Net Calls
-$128K
Net Calls Change
-$142K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$138M
2
ST
Spinnaker Trust
Maine
$57.6M
3
TA
Townsend & Associates
Colorado
$43.9M
4
AA
Acorns Advisers
California
$408M
5
Jane Street
Jane Street
New York
$19.3M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$51.7M
2
PP
Prosperity Planning
Missouri
$30.9M
3
SP
Symmetry Partners
Connecticut
$0
4
NA
NewEdge Advisors
Louisiana
$1.59M
5
Ameriprise
Ameriprise
Minnesota
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
326
NBC Securities
Alabama
$65K – – –
BC
327
Bartlett & Co
Ohio
$65K +$478 +10 +0.7%
BCWM
328
Bartlett & Co Wealth Management
Ohio
$64.7K +$475 +10 +0.7%
S
329
SignatureFD
Georgia
$62.6K +$62.6K +1,317 New
EWA
330
Elevate Wealth Advisory
Georgia
$59.7K +$59.7K +1,256 New
FCA
331
FinTrust Capital Advisors
South Carolina
$54.7K – – –
Citigroup
332
Citigroup
New York
$52.2K +$7.9K +166 +18%
JWA
333
JFS Wealth Advisors
Pennsylvania
$52K +$571 +12 +1%
RFA
334
Resurgent Financial Advisors
Georgia
$50.8K -$1.81K -38 -3%
SAM
335
Smartleaf Asset Management
Massachusetts
$50.3K +$50.3K +1,057 New
FDCDDQ
336
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.4K -$11.9K -251 -20%
IA
337
IFP Advisors
Florida
$44.2K -$6.18K -130 -12%
AIC
338
Archer Investment Corporation
Indiana
$40.8K +$2.33K +49 +6%
OP
339
ORG Partners
Indiana
$37.2K +$15K +314 +68%
MFA
340
McClarren Financial Advisors
Pennsylvania
$35K +$470 +10 +1%
BONH
341
Bank of New Hampshire
New Hampshire
$30.2K – – –
WIA
342
Wetzel Investment Advisors
Indiana
$30K +$30K +627 New
GTAM
343
Global Trust Asset Management
Florida
$28.5K – – –
BWL
344
Bogart Wealth LLC
Virginia
$27.9K – – –
HNB
345
Huntington National Bank
Ohio
$27.8K -$9.88K – –
Franklin Resources
346
Franklin Resources
California
$27.3K – – –
CFD
347
Creative Financial Designs
Indiana
$25.8K – – –
CIA
348
Cape Investment Advisory
Georgia
$25.3K +$25.3K +532 New
HGERS
349
Householder Group Estate & Retirement Specialist
Arizona
$25K -$5.55K -118 -18%
AWM
350
Avior Wealth Management
Nebraska
$24.8K +$286 +6 +1%
12 13
14
15 16