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iShares Core 1-5 Year USD Bond ETF

370 hedge funds and large institutions have $2.68B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 141 increasing their positions, 145 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-9
Holders Change %
-2.37%
% of All Funds
5.38%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
28
Increased
141
Reduced
145
Closed
32
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$1.41M -$18.7K -394 -1%
HIF
152
Hill Island Financial
Michigan
$1.38M +$185K +3,906 +16%
EAM
153
Eukles Asset Management
Ohio
$1.37M -$1.33K -28 -0.1%
NA
154
NewEdge Advisors
Louisiana
$1.37M +$288K +6,090 +27%
FA
155
FC Advisory
Pennsylvania
$1.37M +$7.72K +163 +0.6%
BTI
156
Blue Trust Inc
Georgia
$1.36M
SFG
157
Sunburst Financial Group
Alabama
$1.35M +$91.3K +1,928 +7%
DWG
158
Darden Wealth Group
Michigan
$1.31M -$192K -4,047 -13%
RK
159
Rather & Kittrell
Tennessee
$1.3M +$47 +1 +0%
SI
160
Seeds Investor
New York
$1.29M +$1.05M +22,235 +442%
FPB
161
First PREMIER Bank
South Dakota
$1.25M +$53.7K +1,133 +4%
OC
162
Oarsman Capital
Wisconsin
$1.25M -$54.2K -1,145 -4%
BA
163
Bellwether Advisors
Nebraska
$1.25M +$5.16K +109 +0.4%
D
164
Dentgroup
Louisiana
$1.23M +$1.23M +25,863 New
MA
165
MKT Advisors
California
$1.22M +$28.7K +604 +2%
LGG
166
Luts & Greenleigh Group
Maryland
$1.21M +$1.21M +25,616 New
OC
167
Oppenheimer & Co
New York
$1.18M +$410K +8,661 +53%
Kovitz Investment Group Partners
168
Kovitz Investment Group Partners
Illinois
$1.17M -$1.71M -36,187 -60%
Stifel Financial
169
Stifel Financial
Missouri
$1.12M +$805K +16,994 +255%
HH
170
Hilltop Holdings
Texas
$1.12M -$542K -11,440 -33%
VC
171
Vicus Capital
Pennsylvania
$1.11M +$41.3K +872 +4%
DFG
172
Delta Financial Group
New Jersey
$1.06M -$71.4K -1,507 -6%
PSCM
173
Per Stirling Capital Management
Texas
$1.05M
ASN
174
Advisory Services Network
Georgia
$1.05M +$30.5K +643 +3%
GRP
175
Global Retirement Partners
California
$1.05M -$99K -2,089 -9%