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iShares Core 1-5 Year USD Bond ETF

358 hedge funds and large institutions have $2.51B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 120 increasing their positions, 156 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-26
Holders Change %
-6.77%
% of All Funds
5.71%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.48%
New
20
Increased
120
Reduced
156
Closed
43
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
101
LJI Wealth Management
Indiana
$3.72M -$112K -2,410 -3%
KAS
102
Kestra Advisory Services
Texas
$3.7M -$147K -3,177 -4%
SWP
103
Summit Wealth Partners
Florida
$3.6M +$308K +6,639 +9%
ST
104
Smithfield Trust
Pennsylvania
$3.56M +$8.86K +191 +0.2%
GFG
105
Goldstone Financial Group
Illinois
$3.54M +$31.5K +680 +0.9%
Goldman Sachs
106
Goldman Sachs
New York
$3.49M
AFAS
107
Acorn Financial Advisory Services
Virginia
$3.49M -$113K -2,443 -3%
PP
108
PDS Planning
Ohio
$3.42M -$38.2K -824 -1%
AF
109
Allworth Financial
California
$3.35M +$41K +885 +1%
Jane Street
110
Jane Street
New York
$3.33M -$59M -1,272,244 -95%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$3.09M -$277K -5,971 -8%
HighTower Advisors
112
HighTower Advisors
Illinois
$3.06M -$439K -9,471 -13%
WDG
113
Wealth Dimensions Group
Ohio
$2.89M -$530K -11,421 -16%
PFS
114
Prospera Financial Services
Texas
$2.86M +$195K +4,198 +7%
SAF
115
Smith Anglin Financial
Texas
$2.81M +$1.09M +23,564 +64%
JWM
116
JGP Wealth Management
Oregon
$2.75M +$142K +3,054 +5%
NFP
117
NorthLanding Financial Partners
New York
$2.74M +$51.2K +1,104 +2%
MWM
118
Meridian Wealth Management
Kentucky
$2.69M +$167K +3,596 +7%
PAG
119
Private Advisor Group
New Jersey
$2.6M -$89.7K -1,935 -3%
OIA
120
OneDigital Investment Advisors
Kansas
$2.59M +$153K +3,290 +6%
WANY
121
Wealthspire Advisors (New York)
New York
$2.58M +$35.1K +756 +1%
SIM
122
Studio Investment Management
Illinois
$2.58M +$52.5K +1,132 +2%
COCM
123
Charter Oak Capital Management
New Hampshire
$2.5M -$350K -7,540 -12%
BTI
124
Blue Trust Inc
Georgia
$2.48M -$1.68M -35,944 -40%
Natixis Advisors
125
Natixis Advisors
Massachusetts
$2.43M +$78.1K +1,683 +3%