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iShares Core 1-5 Year USD Bond ETF

358 hedge funds and large institutions have $2.74B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 154 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-12
Holders Change %
-3.24%
% of All Funds
5.18%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.46%
New
22
Increased
154
Reduced
127
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HNWAG
376
High Net Worth Advisory Group
Florida
-$293K -6,193 Closed
FSWA
377
Financial Synergies Wealth Advisors
Texas
-$288K -6,081 Closed
TCM
378
Traynor Capital Management
Pennsylvania
-$275K -5,801 Closed
MWM
379
Maltin Wealth Management
New Jersey
-$252K -5,310 Closed
ACA
380
Ackerman Capital Advisors
Texas
-$233K -4,912 Closed
EWA
381
EP Wealth Advisors
California
-$227K -4,787 Closed
SSB
382
Sandy Spring Bank
Maryland
-$130K -2,754 Closed
CAS
383
Coppell Advisory Solutions
Texas
-$87.7K -1,851 Closed
TFF
384
The Family Firm
Maryland
-$67.8K -1,431 Closed
RIA
385
Realta Investment Advisors
Delaware
-$20.9K -441 Closed
FLPIM
386
F.L. Putnam Investment Management
Massachusetts
-$14.7K -310 Closed
SFSG
387
Sound Financial Strategies Group
Mississippi
-$4.78K -101 Closed
SIS
388
Sound Income Strategies
Florida
-$3.41K -72 Closed
TSWM
389
Tyler-Stone Wealth Management
Ohio
-$1.99K -42 Closed
WIA
390
Wetzel Investment Advisors
Indiana
-$1.95K -41 Closed
DJSG
391
D.J. St. Germain
Massachusetts
-$1.23K -26 Closed
EWA
392
EverSource Wealth Advisors
Alabama
-$1.01K -21 Closed
GIA
393
GHP Investment Advisors
Colorado
-$995 -21 Closed