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iShares Core 1-5 Year USD Bond ETF

374 hedge funds and large institutions have $3.06B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 136 increasing their positions, 152 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-9
Holders Change %
-2.35%
% of All Funds
6.47%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.62%
New
31
Increased
136
Reduced
152
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IAG
151
Investment Advisory Group
Massachusetts
$2.05M +$90.2K +1,957 +5%
AWA
152
Arete Wealth Advisors
Illinois
$2.01M -$15.1M -327,353 -88%
TWM
153
Tradition Wealth Management
Minnesota
$1.95M -$2.3M -49,974 -54%
AA
154
Argent Advisors
Louisiana
$1.95M -$78.7K -1,706 -4%
WFAG
155
Wescott Financial Advisory Group
Pennsylvania
$1.94M +$168K +3,643 +9%
SHWM
156
Smith & Howard Wealth Management
Georgia
$1.92M -$1.77M -38,341 -48%
CWM
157
Campbell Wealth Management
Virginia
$1.91M -$103M -2,238,569 -98%
KCM
158
Karp Capital Management
California
$1.89M -$202K -4,386 -10%
Betterment LLC
159
Betterment LLC
New York
$1.89M
CHC
160
City Holding Co
West Virginia
$1.79M -$386K -8,371 -18%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$1.78M +$49.6K +1,075 +3%
Stifel Financial
162
Stifel Financial
Missouri
$1.68M +$377K +8,182 +29%
TA
163
Townsend & Associates
Colorado
$1.64M +$227K +4,956 +16%
TFP
164
TrueWealth Financial Partners
Washington
$1.64M +$263K +5,695 +19%
Bank of New York Mellon
165
Bank of New York Mellon
New York
$1.62M -$2.23M -48,410 -58%
JWCA
166
J.W. Cole Advisors
Florida
$1.59M +$49K +1,064 +3%
JJBC
167
James J. Burns & Company
New York
$1.57M +$1.57M +34,127 New
Wealth Enhancement Advisory Services
168
Wealth Enhancement Advisory Services
Minnesota
$1.56M -$12.5K -272 -0.8%
BC
169
Brio Consultants
California
$1.54M -$3.52M -76,889 -70%
DAS
170
Dynamic Advisor Solutions
Arizona
$1.52M -$308K -6,676 -17%
EIA
171
Eldridge Investment Advisors
New Hampshire
$1.5M +$1.29M +28,081 +633%
HL
172
HeadInvest LLC
Maine
$1.49M -$46.1K -1,000 -3%
Natixis Advisors
173
Natixis Advisors
Massachusetts
$1.48M -$197K -4,278 -12%
FPB
174
First PREMIER Bank
South Dakota
$1.44M +$15.1K +328 +1%
Koshinski Asset Management
175
Koshinski Asset Management
Illinois
$1.43M