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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 %
OSAM
376
O'Shaughnessy Asset Management
Connecticut
$1.52K +$1.52K +32 New
FGAM
377
Financial Gravity Asset Management
Texas
$1.25K +$627 +13 +100%
GIA
378
GHP Investment Advisors
Colorado
$999 +$999 +21 New
SS
379
Sunbelt Securities
Texas
$951 -$20.4K -430 -96%
SWM
380
Spire Wealth Management
Virginia
$949 – – –
TVAMP
381
Tennessee Valley Asset Management Partners
Tennessee
$761 +$761 +16 New
HWM
382
HighMark Wealth Management
Minnesota
$666 – – –
MCM
383
MV Capital Management
Maryland
$619 – – –
IHWM
384
Iron Horse Wealth Management
Iowa
$232 – – –
WWM
385
Wolff Wiese Magana
California
$143 – – –
RFC
386
Regions Financial Corp
Alabama
$25 +$17 +372 +231%
SP
387
Symmetry Partners
Connecticut
– -$28.8M -621,732 Closed
BWS
388
Buck Wealth Strategies
Colorado
– -$4.49M -96,727 Closed
SPC
389
Sigma Planning Corp
Michigan
– -$4.07M -87,727 Closed
MWM
390
Meridian Wealth Management
Kentucky
– -$2.69M -58,049 Closed
CW
391
Connectus Wealth
Ohio
– -$20.2K -43,490 Closed
SFS
392
Sowell Financial Services
Arkansas
– -$1.56M -33,710 Closed
CAS
393
Coppell Advisory Solutions
Texas
– -$1.05M -22,531 Closed
Koshinski Asset Management
394
Koshinski Asset Management
Illinois
– -$733K -15,806 Closed
IC
395
IEQ Capital
California
– -$572K -12,323 Closed
CCG
396
Cypress Capital Group
Florida
– -$519K -11,195 Closed
MWM
397
Marion Wealth Management
Pennsylvania
– -$447K -9,631 Closed
KWM
398
Kingsview Wealth Management
Oregon
– -$441K -9,509 Closed
ZIMP
399
Zimmermann Investment Management & Planning
Pennsylvania
– -$399K -8,606 Closed
FSA
400
Fort Sheridan Advisors
Illinois
– -$311K -6,700 Closed
13 14 15
16
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