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iShares Core 1-5 Year USD Bond ETF

252 hedge funds and large institutions have $2.23B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 88 increasing their positions, 92 reducing their positions, and 27 closing their positions.

Holders
252
Holders Change
+8
Holders Change %
+3.28%
% of All Funds
5.57%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
39
Increased
88
Reduced
92
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TPWA
26
TRUE Private Wealth Advisors
Oregon
$13.2M +$3.04M +60,294 +30%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$12.9M -$1.61M -32,070 -11%
HCM
28
Horan Capital Management
Maryland
$12.1M +$7.28M +144,253 +152%
GSIS
29
Global Strategic Investment Solutions
Arizona
$11M +$1.54M +30,444 +16%
LPWM
30
Lake Point Wealth Management
Texas
$10.9M +$785K +15,544 +8%
AFG
31
Arkansas Financial Group
Arkansas
$10.9M -$643K -12,731 -6%
MML Investors Services
32
MML Investors Services
Massachusetts
$10.6M -$348K -6,889 -3%
SS
33
Simplicity Solutions
Minnesota
$9.82M +$5.86M +116,128 +148%
PFM
34
Phillips Financial Management
Indiana
$9.52M -$240K -4,755 -2%
WWM
35
Windsor Wealth Management
Indiana
$9.34M +$75.8K +1,501 +0.8%
AWM
36
AE Wealth Management
Kansas
$8.92M +$6.94M +137,498 +352%
SPIA
37
Steward Partners Investment Advisory
New York
$8.73M +$646K +12,791 +8%
RJT
38
Raymond James Trust
Florida
$8.52M +$769K +15,233 +10%
CAN
39
Cetera Advisor Networks
California
$8.45M +$2.31M +45,825 +38%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$8.27M -$62.1M -1,230,430 -88%
AWC
41
Abundance Wealth Counselors
Pennsylvania
$7.96M -$7.27M -143,974 -48%
CWM
42
Cahaba Wealth Management
Georgia
$7.85M +$1.47M +29,117 +23%
DWA
43
Divergent Wealth Advisors
Utah
$7.83M -$35.6M -704,687 -82%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$7.6M +$933K +18,471 +14%
UCFA
45
United Capital Financial Advisors
Texas
$7.57M -$1.3M -25,747 -15%
BC
46
Brinker Capital
Pennsylvania
$6.61M -$2.27M -44,895 -26%
HighTower Advisors
47
HighTower Advisors
Illinois
$6.09M -$1.71M -33,798 -22%
SIAM
48
Sterling Investment Advisors (Missouri)
Missouri
$6.07M -$470K -9,312 -7%
WCG
49
Weaver Consulting Group
California
$5.69M +$1.69M +33,450 +42%
BAAM
50
Baker Avenue Asset Management
California
$5.67M +$69.9K +1,384 +1%