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iShares Core 1-5 Year USD Bond ETF

383 hedge funds and large institutions have $3.73B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 167 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+4
Holders Change %
+1.06%
% of All Funds
6.48%
Holding in Top 10
37
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.78%
% of All Funds
0.63%
New
57
Increased
108
Reduced
167
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
151
Prospera Financial Services
Texas
$2.15M +$555K +11,712 +35%
KCM
152
Karp Capital Management
California
$2.15M -$11.6M -245,666 -84%
SIC
153
Samalin Investment Counsel
New York
$2.14M -$247K -5,203 -10%
WWM
154
Western Wealth Management
Colorado
$2.12M -$427K -9,011 -17%
AA
155
Argent Advisors
Louisiana
$2.08M -$9.86K -208 -0.5%
FFS
156
Founders Financial Securities
Maryland
$2.04M -$832K -17,547 -29%
HI
157
Horizon Investments
North Carolina
$2.03M -$1.06M -22,339 -34%
SWM
158
Spire Wealth Management
Virginia
$2.02M +$764K +16,119 +61%
IAG
159
Investment Advisory Group
Massachusetts
$2.01M +$9.77K +206 +0.5%
HAIM
160
Hunter Associates Investment Management
Pennsylvania
$1.92M +$1.92M +40,543 New
TLFA
161
True Link Financial Advisors
California
$1.89M
Betterment LLC
162
Betterment LLC
New York
$1.89M +$498K +10,509 +36%
DAS
163
Dynamic Advisor Solutions
Arizona
$1.88M +$1.88M +39,605 New
WFAG
164
Wescott Financial Advisory Group
Pennsylvania
$1.82M -$774K -16,319 -30%
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$1.78M -$1.14M -24,123 -39%
Natixis Advisors
166
Natixis Advisors
Massachusetts
$1.73M -$172K -3,637 -9%
PP
167
PDS Planning
Ohio
$1.71M -$75K -1,581 -4%
LWAC
168
Laurel Wealth Advisors (California)
California
$1.68M -$623K -13,155 -27%
NL
169
NWAM LLC
Washington
$1.66M
CCG
170
Cypress Capital Group
Florida
$1.64M -$2.81M -59,234 -63%
Wealth Enhancement Advisory Services
171
Wealth Enhancement Advisory Services
Minnesota
$1.62M -$22.5K -476 -1%
AWS
172
AJ Wealth Strategies
New York
$1.59M -$12.9M -271,658 -89%
JWCA
173
J.W. Cole Advisors
Florida
$1.58M +$9.53K +201 +0.6%
HL
174
HeadInvest LLC
Maine
$1.58M -$374K -7,889 -19%
PA
175
PFG Advisors
Arizona
$1.5M -$62K -1,309 -4%