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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 %
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$10.1M +$43.6K +864 +0.4%
WWM
77
Windsor Wealth Management
Indiana
$10M -$55.1K -1,094 -0.5%
MWC
78
MBM Wealth Consultants
Missouri
$9.9M +$677K +13,418 +7%
DI
79
DAGCO Inc
Ohio
$9.69M +$2.68M +53,149 +38%
BAAM
80
Baker Avenue Asset Management
California
$9.66M -$607K -12,045 -6%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$9.28M -$939K -18,623 -9%
PP
82
Palladium Partners
Virginia
$9.08M +$544K +10,787 +6%
CPSC
83
Carl P. Sherr & Co
Massachusetts
$9M +$329K +6,518 +4%
MFA
84
McClarren Financial Advisors
Pennsylvania
$8.96M -$20M -397,557 -69%
BWM
85
BerganKDV Wealth Management
Minnesota
$8.95M +$1.21M +23,923 +16%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$8.89M -$3.89M -76,956 -30%
CWM
87
Cahaba Wealth Management
Georgia
$8.77M +$1.69M +33,536 +24%
SIAM
88
Sterling Investment Advisors (Missouri)
Missouri
$8.57M -$285K -5,645 -3%
Truist Financial
89
Truist Financial
North Carolina
$8.31M +$27.1K +537 +0.3%
NA
90
NewEdge Advisors
Louisiana
$8.15M +$8.15M +161,540 New
QCG
91
Quadrant Capital Group
Ohio
$8.05M +$8.05M +159,536 New
WA
92
Wealthstar Advisors
Texas
$7.79M -$19K -376 -0.2%
RJT
93
Raymond James Trust
Florida
$7.67M +$1.29M +25,605 +20%
PFT
94
Providence First Trust
Arizona
$7.46M +$202K +4,000 +3%
RWP
95
Ridgecrest Wealth Partners
California
$6.55M +$760K +15,065 +13%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$6.53M +$1.51M +30,036 +30%
SWM
97
Scissortail Wealth Management
Oklahoma
$6.23M +$6.23M +123,581 New
MA
98
Mutual Advisors
Nebraska
$5.89M -$2.66M -52,815 -31%
CI
99
Conning Inc
Connecticut
$5.88M
BCI
100
Brinker Capital Investments
Pennsylvania
$5.73M -$235K -4,659 -4%