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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 $2.86B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 165 increasing their positions, 116 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+22
Holders Change %
+6.15%
% of All Funds
5.06%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.44%
New
53
Increased
165
Reduced
116
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$151M
2
AA
Acorns Advisers
California
$512M
3
Morgan Stanley
Morgan Stanley
New York
$48.2M
4
TPI
Trust Point Inc
Wisconsin
$163M
5
ST
Spinnaker Trust
Maine
$71.9M

Top Sellers

1
PP
Prosperity Planning
Missouri
$37.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$29M
3
Bank of America
Bank of America
North Carolina
$36.6M
4
HighTower Advisors
HighTower Advisors
Illinois
$7.88M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
126
Rockbridge Investment Management
New York
$2.03M -$89.8K -1,880 -4%
CHC
127
City Holding Co
West Virginia
$2.02M +$25.2K +528 +1%
TFP
128
TrueWealth Financial Partners
Washington
$2M -$17.5K -367 -0.9%
COCM
129
Charter Oak Capital Management
New Hampshire
$1.91M -$81.9K -1,715 -4%
Betterment LLC
130
Betterment LLC
New York
$1.9M +$25.8K +541 +1%
RWPA
131
Richard W. Paul & Associates
Michigan
$1.88M +$57K +1,194 +3%
EFH
132
Eaton Financial Holdings
Florida
$1.86M +$1.16M +24,247 +165%
NA
133
NewEdge Advisors
Louisiana
$1.85M +$646K +13,514 +54%
HFW
134
Horizon Family Wealth
Illinois
$1.82M +$222K +4,642 +14%
AC
135
Apella Capital
Connecticut
$1.81M +$1.81M +37,905 New
CM
136
Columbus Macro
Pennsylvania
$1.81M +$110K +2,298 +6%
WANY
137
Wealthspire Advisors (New York)
New York
$1.77M -$309K -6,477 -15%
SHIM
138
Stone House Investment Management
Pennsylvania
$1.67M -$208K -4,352 -11%
MA
139
MKT Advisors
California
$1.62M +$217K +4,532 +15%
OC
140
Oarsman Capital
Wisconsin
$1.6M +$186K +3,891 +13%
IIC
141
Ironwood Investment Counsel
Arizona
$1.57M +$17.5K +366 +1%
RWM
142
Rialto Wealth Management
New York
$1.56M +$1.56M +32,650 New
HWA
143
HHM Wealth Advisors
Tennessee
$1.55M -$72.1K -1,509 -4%
RSF
144
Rik Saylor Financial
Ohio
$1.55M +$1.55M +32,515 New
KFP
145
KMG Fiduciary Partners
Ohio
$1.55M -$109K -2,274 -7%
FA
146
FC Advisory
Pennsylvania
$1.49M +$11.7K +244 +0.8%
Focus Partners Wealth
147
Focus Partners Wealth
Massachusetts
$1.49M +$749K +15,678 +101%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$1.49M +$56K +1,173 +4%
Baird Financial Group
149
Baird Financial Group
Wisconsin
$1.49M +$21.2K +443 +1%
EAM
150
Eukles Asset Management
Ohio
$1.47M -$36.2K -757 -2%
4 5
6
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