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iShares Core 1-5 Year USD Bond ETF

390 hedge funds and large institutions have $4.16B invested in iShares Core 1-5 Year USD Bond ETF in 2021 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 145 increasing their positions, 111 reducing their positions, and 36 closing their positions.

Holders
390
Holders Change
+41
Holders Change %
+11.75%
% of All Funds
6.02%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.66%
New
84
Increased
145
Reduced
111
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$28.8M +$10.6M +210,022 +58%
KOC
27
Koss-Olinger Consulting
Florida
$28.5M -$317K -6,294 -1%
W
28
Wealthquest
Ohio
$28.4M +$1.73M +34,328 +6%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$27M +$787K +15,598 +3%
PP
30
Prosperity Planning
Missouri
$25.9M -$24.3M
ST
31
Smithfield Trust
Pennsylvania
$25.7M -$23.7M -470,358 -48%
DWM
32
Destination Wealth Management
California
$25.4M -$299K -5,934 -1%
GWM
33
Geneos Wealth Management
Colorado
$23.6M +$1.14M +22,672 +5%
GWM
34
GDS Wealth Management
Texas
$23.3M +$23.3M +462,482 New
SGI
35
Summit Global Investments
Utah
$22.9M -$7.05M -139,779 -24%
CMP
36
Courage Miller Partners
Virginia
$22.9M +$2.16M +42,838 +10%
Jane Street
37
Jane Street
New York
$22.5M +$18.1M +358,189 +406%
BC
38
Brio Consultants
California
$21.9M +$21.9M +434,530 New
DWA
39
Divergent Wealth Advisors
Utah
$21.7M +$855K +16,956 +4%
HCM
40
Hudson Capital Management
New Jersey
$21.1M -$393K -7,794 -2%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$20.4M +$4.64M +91,952 +29%
FG
42
Fiduciary Group
Georgia
$19.9M +$395K +7,833 +2%
IWMWV
43
Ironwood Wealth Management (West Virginia)
West Virginia
$18.8M +$103K +2,049 +0.6%
NS
44
Newman & Schimel
Illinois
$18.8M +$7.52M +149,212 +67%
MCA
45
Maryland Capital Advisors
Maryland
$17.9M +$17.9M +355,009 New
Creative Planning
46
Creative Planning
Kansas
$17.7M +$4.87M +96,496 +38%
SPIA
47
Steward Partners Investment Advisory
New York
$17.6M -$236K -4,675 -1%
PFM
48
Phillips Financial Management
Indiana
$17.5M -$5.73M -113,599 -25%
AWM
49
AE Wealth Management
Kansas
$16.7M +$754K +14,954 +5%
AF
50
Advisornet Financial
Minnesota
$16.3M +$326K +6,465 +2%