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iShares Core 1-5 Year USD Bond ETF

387 hedge funds and large institutions have $3.94B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 136 increasing their positions, 162 reducing their positions, and 35 closing their positions.

Holders
387
Holders Change
+13
Holders Change %
+3.48%
% of All Funds
6.24%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.56%
New
53
Increased
136
Reduced
162
Closed
35
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$14K
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$12.8M 275,724 -49,028 -15%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$12.4M 267,731 +6,267 +2%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$12.3M 265,277 +72,006 +37%
HI
54
Harbour Investments
Wisconsin
$11.6M 250,078 -30,844 -11%
BWM
55
Boyd Wealth Management
California
$11.3M 243,763 +12,170 +5%
PAI
56
Pittenger & Anderson Inc
Nebraska
$11.3M 243,540 -7,490 -3%
AWC
57
Abundance Wealth Counselors
Pennsylvania
$11.2M 240,945 +234,680 +3,746%
SFP
58
Strategic Financial Partners
Oregon
$11.1M 238,205 +192,628 +423%
LWA
59
LWS Wealth Advisors
New Jersey
$10.8M 233,091 +2,436 +1%
Cerity Partners
60
Cerity Partners
New York
$10.8M 232,793 +36,983 +19%
FSWA
61
Financial Synergies Wealth Advisors
Texas
$10.6M 228,693 +2,342 +1%
EK
62
Evensky & Katz
Florida
$10.5M 225,150 +218,677 +3,378%
OFG
63
Omega Financial Group
California
$10.4M 223,691 -16,246 -7%
PAG
64
Private Advisor Group
New Jersey
$10.4M 234,014 +10,016 +4%
ICG
65
InterOcean Capital Group
Tennessee
$10M 216,166 +165,483 +327%
SPC
66
Sigma Planning Corp
Michigan
$9.96M 214,403 -19,492 -8%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$9.17M 197,549 -3,202 -2%
AFG
68
Arkansas Financial Group
Arkansas
$8.83M 190,172 -39,523 -17%
CW
69
Connectus Wealth
Ohio
$8.65M 18,629 +18,629 New
Truist Financial
70
Truist Financial
North Carolina
$8.32M 179,205 +10,552 +6%
FG
71
Fiduciary Group
Georgia
$8.28M 178,374 -76,796 -30%
CWM
72
Cranbrook Wealth Management
Michigan
$8.24M 177,485 -45,598 -20%
CAN
73
Cetera Advisor Networks
California
$7.9M 170,180 +84,880 +100%
BFA
74
Bluestem Financial Advisors
Illinois
$7.7M 165,785 +70,780 +75%
WWM
75
Windsor Wealth Management
Indiana
$7.55M 161,208 -2,443 -1%