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iShares Core 1-5 Year USD Bond ETF

380 hedge funds and large institutions have $2.79B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+22
Holders Change %
+6.15%
% of All Funds
5.57%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.41%
New
62
Increased
117
Reduced
161
Closed
38
Calls
$24K
Puts
$152K
Net Calls
-$128K
Net Calls Change
-$142K
Name Holding Trade Value Shares
Change
Shares
Change %
AA
151
Argent Advisors
Louisiana
$1.67M -$120K -2,532 -7%
RWPA
152
Richard W. Paul & Associates
Michigan
$1.65M -$29.5K -621 -2%
KFP
153
KMG Fiduciary Partners
Ohio
$1.64M -$28.3K -594 -2%
JWCA
154
J.W. Cole Advisors
Florida
$1.62M +$7.9K +166 +0.5%
NA
155
NewEdge Advisors
Louisiana
$1.59M -$21.4M -449,974 -93%
SHWM
156
Smith & Howard Wealth Management
Georgia
$1.59M -$16.9K -355 -1%
CM
157
Columbus Macro
Pennsylvania
$1.58M +$552K +11,592 +54%
BTI
158
Blue Trust Inc
Georgia
$1.58M -$893K -19,261 -36%
HFW
159
Horizon Family Wealth
Illinois
$1.53M +$1.53M +32,211 New
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$1.51M -$243K -5,114 -14%
TFP
161
TrueWealth Financial Partners
Washington
$1.49M +$34.1K +716 +2%
AC
162
AlphaCore Capital
California
$1.47M -$234K -4,927 -14%
DWG
163
Darden Wealth Group
Michigan
$1.41M +$1.41M +29,688 New
RK
164
Rather & Kittrell
Tennessee
$1.4M -$55.6K -1,170 -4%
BA
165
Bellwether Advisors
Nebraska
$1.38M -$270K -5,671 -16%
SHIM
166
Stone House Investment Management
Pennsylvania
$1.37M -$2.66M -56,007 -66%
EAM
167
Eukles Asset Management
Ohio
$1.36M -$28.7K -603 -2%
FA
168
FC Advisory
Pennsylvania
$1.34M +$225K +4,737 +20%
ICG
169
InterOcean Capital Group
Tennessee
$1.32M -$479K -10,072 -27%
NL
170
NWAM LLC
Washington
$1.3M +$25.9K +545 +2%
Comerica Bank
171
Comerica Bank
Texas
$1.3M -$232K -4,882 -15%
DFG
172
Delta Financial Group
New Jersey
$1.27M -$80K -1,682 -6%
MA
173
Mutual Advisors
Nebraska
$1.25M +$2.38K +50 +0.2%
KPWS
174
Kestra Private Wealth Services
Texas
$1.19M +$299K +6,297 +34%
GRP
175
Global Retirement Partners
California
$1.17M +$65.1K +1,368 +6%