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iShares Core 1-5 Year USD Bond ETF

271 hedge funds and large institutions have $2.7B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 124 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+11
Holders Change %
+4.23%
% of All Funds
5.48%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.49%
New
31
Increased
124
Reduced
73
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
126
JGP Wealth Management
Oregon
$1.14M +$55.6K +1,079 +5%
NIC
127
Northwest Investment Counselors
Oregon
$1.14M +$670 +13 +0.1%
IF
128
IRON Financial
Illinois
$1.13M -$393K -7,619 -26%
WWM
129
Western Wealth Management
Colorado
$1.12M -$22.5K -436 -2%
MAA
130
Matrix Asset Advisors
New York
$1.09M +$204K +3,950 +23%
LF
131
Lee Financial
Texas
$1.09M -$278K -5,393 -20%
QCM
132
Quest Capital Management
Texas
$1.07M +$73.3K +1,423 +7%
William Blair & Company
133
William Blair & Company
Illinois
$1.06M
Stifel Financial
134
Stifel Financial
Missouri
$998K -$273K -5,305 -22%
NCM
135
Northwest Capital Management
Oregon
$998K +$30.6K +594 +3%
PWM
136
PBMares Wealth Management
Virginia
$956K -$744K -14,434 -44%
OIA
137
OneDigital Investment Advisors
Kansas
$941K
EWA
138
Exencial Wealth Advisors
Oklahoma
$932K +$155 +3 +0%
SFG
139
Sunburst Financial Group
Alabama
$919K +$207K +4,019 +29%
VC
140
Vicus Capital
Pennsylvania
$918K +$588K +11,411 +178%
WCM
141
Whitener Capital Management
North Carolina
$882K
CA
142
Cetera Advisors
Colorado
$833K +$100K +1,941 +14%
MAWCM
143
Mine & Arao Wealth Creation & Management
California
$824K +$6.29K +122 +0.8%
SFG
144
StrategIQ Financial Group
Indiana
$808K -$13.8K -267 -2%
MI
145
Moneywise Inc
Virginia
$788K +$196K +3,811 +33%
SAG
146
Spotlight Asset Group
Illinois
$742K +$742K +14,389 New
CIBC World Market
147
CIBC World Market
Ontario, Canada
$691K -$173K -3,351 -20%
WP
148
WealthSource Partners
California
$691K +$228K +4,416 +49%
OIA
149
Optimum Investment Advisors
Illinois
$678K +$56.7K +1,100 +9%
JPG
150
Jordan Park Group
California
$670K