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iShares Core 1-5 Year USD Bond ETF

383 hedge funds and large institutions have $3.73B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 167 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+4
Holders Change %
+1.06%
% of All Funds
6.48%
Holding in Top 10
37
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.78%
% of All Funds
0.63%
New
57
Increased
108
Reduced
167
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HI
51
Harbour Investments
Wisconsin
$13.3M +$13.3M +280,922 New
PAI
52
Pittenger & Anderson Inc
Nebraska
$12.7M -$821K -17,310 -6%
BFA
53
Buttonwood Financial Advisors
Maryland
$12.6M +$339K +7,142 +3%
FG
54
Fiduciary Group
Georgia
$12.5M -$4.86M -102,325 -28%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$12.4M -$14.1M -298,000 -53%
CFS
56
Cannon Financial Strategists
Georgia
$11.9M +$869K +18,332 +8%
MMA
57
Miracle Mile Advisors
California
$11.8M +$347K +7,318 +3%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$11.6M +$3.22M +68,037 +38%
SPC
59
Sigma Planning Corp
Michigan
$11.5M -$639K -13,478 -5%
OFG
60
Omega Financial Group
California
$11.3M -$1.83M -38,539 -14%
CWM
61
Cranbrook Wealth Management
Michigan
$10.9M -$650K -13,720 -6%
AFG
62
Arkansas Financial Group
Arkansas
$10.9M +$282K +5,944 +3%
WDG
63
Wealth Dimensions Group
Ohio
$10.7M -$578K -12,199 -5%
CWM
64
Cahaba Wealth Management
Georgia
$10.5M +$1.1M +23,173 +12%
Creative Planning
65
Creative Planning
Kansas
$10.5M -$11.1M -233,181 -51%
FSWA
66
Financial Synergies Wealth Advisors
Texas
$10.4M +$1.75M +36,826 +20%
LWA
67
LWS Wealth Advisors
New Jersey
$10.1M -$942K -19,863 -9%
DI
68
DAGCO Inc
Ohio
$9.58M -$253K -5,338 -3%
BWM
69
Boyd Wealth Management
California
$9.35M +$831K +17,540 +10%
BWM
70
BerganKDV Wealth Management
Minnesota
$9.07M -$390K -8,218 -4%
SGI
71
Summit Global Investments
Utah
$8.98M -$9.64M -203,425 -52%
Cerity Partners
72
Cerity Partners
New York
$8.97M +$8.97M +189,329 New
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$8.87M +$483K +10,195 +6%
WWM
74
Windsor Wealth Management
Indiana
$8.82M -$391K -8,247 -4%
CPSC
75
Carl P. Sherr & Co
Massachusetts
$8.62M +$439K +9,261 +5%