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iShares Core 1-5 Year USD Bond ETF

252 hedge funds and large institutions have $2.23B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 88 increasing their positions, 92 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+8
Holders Change %
+3.28%
% of All Funds
5.57%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
39
Increased
88
Reduced
92
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HB
126
Homrich & Berg
Georgia
$634K -$28.1K -557 -4%
WP
127
WealthSource Partners
California
$632K -$1.32M -26,198 -68%
SIC
128
Samalin Investment Counsel
New York
$629K +$173K +3,430 +38%
DP
129
Denver PWM
Colorado
$627K +$237K +4,727 +61%
FHC
130
First Heartland Consultants
Missouri
$605K +$455 +9 +0.1%
MI
131
Moneywise Inc
Virginia
$588K -$21.7K -429 -4%
Deutsche Bank
132
Deutsche Bank
Germany
$584K +$452K +8,950 +341%
ACP
133
Aveo Capital Partners
Colorado
$551K +$118K +2,332 +27%
SAG
134
Spotlight Asset Group
Illinois
$550K -$197K -3,903 -26%
SFS
135
Sowell Financial Services
Arkansas
$539K -$145K -2,866 -21%
OIA
136
Optimum Investment Advisors
Illinois
$538K
BOPW
137
Brandywine Oak Private Wealth
Pennsylvania
$482K +$482K +9,707 New
TAM
138
Tocqueville Asset Management
New York
$475K +$475K +9,400 New
WC
139
Whitney & Co
New York
$466K -$203K -4,027 -30%
QCIG
140
Quad-Cities Investment Group
Iowa
$450K +$70.3K +1,393 +19%
CIA
141
Choate Investment Advisors
Massachusetts
$433K +$433K +8,569 New
SFSG
142
Sound Financial Strategies Group
Mississippi
$415K +$12.8K +254 +3%
SWP
143
Stratos Wealth Partners
Ohio
$407K -$7.82K -155 -2%
APSP
144
Asset Planning Services (Pennsylvania)
Pennsylvania
$404K
SC
145
Scotia Capital
Ontario, Canada
$398K -$61.6K -1,221 -13%
WFM
146
Wolff Financial Management
Michigan
$393K -$11.3K -224 -3%
EWA
147
EP Wealth Advisors
California
$375K
SCA
148
Snowden Capital Advisors
New York
$364K
PIM
149
Provident Investment Management
Michigan
$360K +$104K +2,071 +41%
FPCM
150
Financial Partners Capital Management
New York
$348K +$348K +6,892 New