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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 %
SIC
126
Samalin Investment Counsel
New York
$2.39M -$890K -19,190 -27%
RIM
127
Rockbridge Investment Management
New York
$2.33M -$276K -5,951 -11%
VA
128
Valmark Advisers
Ohio
$2.28M +$235K +5,062 +11%
IFAM
129
Institutional & Family Asset Management
Colorado
$2.2M +$15.6K +336 +0.7%
IAG
130
Investment Advisory Group
Massachusetts
$2.15M +$510 +11 +0%
HWA
131
HHM Wealth Advisors
Tennessee
$2.11M -$357K -7,689 -14%
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$2.03M +$1.82M +39,292 +860%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$2M -$17.8K -383 -0.9%
WA
134
Wealthstar Advisors
Texas
$2M -$6.03K -130 -0.3%
GFS
135
GYL Financial Synergies
Connecticut
$1.98M -$80.7K -1,740 -4%
HH
136
Hilltop Holdings
Texas
$1.93M -$192K -4,132 -9%
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$1.93M -$43.1K -930 -2%
TLFA
138
True Link Financial Advisors
California
$1.93M -$4.64K -100 -0.2%
Betterment LLC
139
Betterment LLC
New York
$1.88M -$133K -2,863 -7%
Envestnet Portfolio Solutions
140
Envestnet Portfolio Solutions
Illinois
$1.83M +$1.83M +39,508 New
CPIG
141
Chicago Partners Investment Group
Illinois
$1.81M -$749K -16,212 -29%
HI
142
Harbour Investments
Wisconsin
$1.78M -$12.4M -268,244 -87%
CHC
143
City Holding Co
West Virginia
$1.78M -$165K -3,563 -9%
ICG
144
InterOcean Capital Group
Tennessee
$1.75M -$114K -2,453 -6%
AA
145
Argent Advisors
Louisiana
$1.75M +$44.5K +959 +3%
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$1.71M -$127K -2,729 -7%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$1.69M +$28K +603 +2%
AC
148
AlphaCore Capital
California
$1.66M -$180K -3,873 -10%
RWPA
149
Richard W. Paul & Associates
Michigan
$1.63M +$115K +2,482 +8%
US Bancorp
150
US Bancorp
Minnesota
$1.63M -$248K -5,350 -13%