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iShares Core 1-5 Year USD Bond ETF

384 hedge funds and large institutions have $2.6B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 122 increasing their positions, 172 reducing their positions, and 28 closing their positions.

Holders
384
Holders Change
Holders Change %
0%
% of All Funds
6.06%
Holding in Top 10
29
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-21.62%
% of All Funds
0.46%
New
32
Increased
122
Reduced
172
Closed
28
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Shares
Change %
MFC
76
Morris Financial Concepts
South Carolina
$6.35M +$1.37M +29,473 +28%
PFT
77
Providence First Trust
Arizona
$6.32M -$25.7K -550 -0.4%
DAS
78
Dynamic Advisor Solutions
Arizona
$6.25M +$3.84M +82,408 +160%
AWC
79
Abundance Wealth Counselors
Pennsylvania
$6.08M -$6.37M -136,642 -51%
BFA
80
Bluestem Financial Advisors
Illinois
$6.05M -$1.67M -35,729 -22%
SIAM
81
Sterling Investment Advisors (Missouri)
Missouri
$5.91M +$233K +4,996 +4%
MG
82
Mather Group
Illinois
$5.29M +$248K +5,319 +5%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$5.2M +$564K +12,084 +12%
CFS
84
Cannon Financial Strategists
Georgia
$5.12M -$6.94M -148,784 -58%
FCA
85
FinTrust Capital Advisors
South Carolina
$4.6M
VFPW
86
Vantage Financial Partners (Wisconsin)
Wisconsin
$4.34M -$45.6K -978 -1%
JFGIW
87
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.33M +$770K +16,515 +22%
PBO
88
Peoples Bank (Ohio)
Ohio
$4.25M -$39K -837 -0.9%
BTI
89
Blue Trust Inc
Georgia
$4.21M -$2.77M -58,670 -40%
AO
90
Advisor OS
Illinois
$4.12M -$3.16M -67,842 -43%
LFS
91
Lutz Financial Services
Nebraska
$4.11M -$290K -6,212 -7%
SPC
92
Sigma Planning Corp
Michigan
$4.01M -$1.36M -29,145 -25%
SS
93
Sound Stewardship
Kansas
$3.95M +$33.6K +721 +0.9%
CMBA
94
C.M. Bidwell & Associates
Hawaii
$3.93M +$29.5K +633 +0.8%
FHB
95
First Hawaiian Bank
Hawaii
$3.9M +$26.6K +570 +0.7%
TCM
96
TD Capital Management
Tennessee
$3.87M +$233K +4,989 +6%
KAS
97
Kestra Advisory Services
Texas
$3.86M +$831K +17,808 +27%
LWM
98
LJI Wealth Management
Indiana
$3.86M -$13.5K -289 -0.3%
SVWAG
99
Sound View Wealth Advisors Group
Georgia
$3.66M +$150K +3,209 +4%
AFAS
100
Acorn Financial Advisory Services
Virginia
$3.63M +$466 +10 +0%