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iShares Core 1-5 Year USD Bond ETF
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Overview Fund Activity

380 hedge funds and large institutions have $2.79B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 161 reducing their positions, and 38 closing their positions.

Holders
380
Holders Change
+22
Holders Change %
+6.15%
% of All Funds
5.57%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.41%
New
62
Increased
117
Reduced
161
Closed
38
Calls
$24K
Puts
$152K
Net Calls
-$128K
Net Calls Change
-$142K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$138M
2
ST
2
Spinnaker Trust
Maine
$57.6M
3
TA
3
Townsend & Associates
Colorado
$43.9M
4
AA
4
Acorns Advisers
California
$408M
5
Jane Street
5
Jane Street
New York
$19.3M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$51.7M
2
PP
2
Prosperity Planning
Missouri
$30.9M
3
SP
3
Symmetry Partners
Connecticut
$0
4
NA
4
NewEdge Advisors
Louisiana
$1.59M
5
Ameriprise
5
Ameriprise
Minnesota
$19.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$8.74M 183,708 +40,185 +28%
MCWS
52
McKinley Carter Wealth Services
West Virginia
$8.45M 177,593 +5,633 +3%
AFG
53
Arkansas Financial Group
Arkansas
$8.43M 177,184 +1,052 +0.6%
CWM
54
Cranbrook Wealth Management
Michigan
$8.13M 170,944 -11,704 -6%
WMR
55
Wealth Management Resources
Rhode Island
$8M 168,224 +168,224 New
MCA
56
Maryland Capital Advisors
Maryland
$7.87M 165,447 -119,252 -42%
IF
57
IRON Financial
Illinois
$7.86M 165,268 -4,334 -3%
OMC
58
Old Mission Capital
Illinois
$7.83M 164,614 +76,967 +88%
MMA
59
Miracle Mile Advisors
California
$7.82M 164,319 -102,289 -38%
BFA
60
Bluestem Financial Advisors
Illinois
$7.8M 164,088 -3,651 -2%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$7.77M 163,319 -16,052 -9%
PWP
62
PrairieView Wealth Partners
Illinois
$7.73M 162,511 +162,511 New
FG
63
Fiduciary Group
Georgia
$7.72M 162,337 -16,225 -9%
LWA
64
LWS Wealth Advisors
New Jersey
$7.65M 160,748 +10,315 +7%
AWC
65
Abundance Wealth Counselors
Pennsylvania
$7.39M 155,460 +3,872 +3%
CWP
66
Corepath Wealth Partners
Arizona
$7.26M 153,138 -900 -0.6%
BC
67
Brio Consultants
California
$7.26M 152,547 -91,124 -37%
SPIA
68
Steward Partners Investment Advisory
New York
$7.15M 150,273 -74,308 -33%
Corient Private Wealth
69
Corient Private Wealth
Florida
$6.97M 146,597 +146,597 New
MFC
70
Morris Financial Concepts
South Carolina
$6.96M 146,294 +16,374 +13%
DAS
71
Dynamic Advisor Solutions
Arizona
$6.42M 135,375 +1,093 +0.8%
PFT
72
Providence First Trust
Arizona
$6.3M 132,365 -3,142 -2%
BFA
73
Buttonwood Financial Advisors
Maryland
$6.24M 131,264 +24,307 +23%
MML Investors Services
74
MML Investors Services
Massachusetts
$6.19M 130,223 -1,338 -1%
HPM
75
Hoxton Planning & Management
West Virginia
$5.54M 116,454 +6,222 +6%
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