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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BWM
101
BCGM Wealth Management
Indiana
$3.58M -$626K -13,158 -15%
SS
102
Sound Stewardship
Kansas
$3.55M -$519K -10,915 -13%
Goldman Sachs
103
Goldman Sachs
New York
$3.53M -$53.5K -1,124 -1%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$3.44M +$273K +5,750 +9%
CAN
105
Cetera Advisor Networks
California
$3.4M -$1.39M -29,246 -29%
ST
106
Smithfield Trust
Pennsylvania
$3.32M -$328K -6,895 -9%
Envestnet Portfolio Solutions
107
Envestnet Portfolio Solutions
Illinois
$3.15M +$1.27M +26,713 +68%
AWM
108
AE Wealth Management
Kansas
$3.1M -$10.7M -224,666 -77%
GFG
109
Goldstone Financial Group
Illinois
$3.06M -$567K -11,930 -16%
OIA
110
OneDigital Investment Advisors
Kansas
$2.95M +$291K +6,111 +11%
CPSC
111
Carl P. Sherr & Co
Massachusetts
$2.91M -$2.95M -61,968 -50%
PFS
112
Prospera Financial Services
Texas
$2.9M -$36.4K -766 -1%
AF
113
Allworth Financial
California
$2.79M -$651K -13,681 -19%
PAG
114
Private Advisor Group
New Jersey
$2.76M +$102K +2,137 +4%
LPT
115
Legacy Private Trust
Wisconsin
$2.75M +$2.75M +57,893 New
AFAS
116
Acorn Financial Advisory Services
Virginia
$2.73M -$845K -17,816 -24%
EIA
117
Eldridge Investment Advisors
New Hampshire
$2.71M +$2.31M +48,597 +573%
SIM
118
Studio Investment Management
Illinois
$2.53M -$112K -2,351 -4%
WANY
119
Wealthspire Advisors (New York)
New York
$2.52M -$129K -2,704 -5%
LWM
120
Lakeridge Wealth Management
Ohio
$2.51M +$2.51M +52,880 New
EH
121
Equitable Holdings
New York
$2.49M -$3.79M -79,652 -60%
WDG
122
Wealth Dimensions Group
Ohio
$2.41M -$554K -11,646 -19%
PP
123
PDS Planning
Ohio
$2.35M -$1.16M -24,486 -33%
RIM
124
Rockbridge Investment Management
New York
$2.33M -$60.1K -1,264 -3%
VA
125
Valmark Advisers
Ohio
$2.31M -$36.7K -771 -2%
3 4
5
6 7