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iShares Core 1-5 Year USD Bond ETF

358 hedge funds and large institutions have $2.51B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 120 increasing their positions, 156 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-26
Holders Change %
-6.77%
% of All Funds
5.71%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.48%
New
20
Increased
120
Reduced
156
Closed
43
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
176
Sunburst Financial Group
Alabama
$1.18M -$433K -9,331 -27%
VC
177
Vicus Capital
Pennsylvania
$1.15M -$45K -971 -4%
FA
178
FC Advisory
Pennsylvania
$1.09M +$101K +2,187 +10%
FPB
179
First PREMIER Bank
South Dakota
$1.08M +$42.8K +922 +4%
GRP
180
Global Retirement Partners
California
$1.07M +$856K +18,537 +393%
CAS
181
Coppell Advisory Solutions
Texas
$1.05M +$1.04M +22,295 +9,447%
WWM
182
Western Wealth Management
Colorado
$1.04M +$2.32K +50 +0.2%
FWP
183
FAS Wealth Partners
Kansas
$1.03M -$447K -9,639 -30%
PSCM
184
Per Stirling Capital Management
Texas
$1.03M
CM
185
Columbus Macro
Pennsylvania
$1M -$14.3K -309 -1%
CT
186
Colonial Trust
South Carolina
$987K -$14.7K -317 -1%
ASN
187
Advisory Services Network
Georgia
$973K -$249K -5,364 -20%
PAS
188
Park Avenue Securities
New York
$964K +$16K +344 +2%
HL
189
HeadInvest LLC
Maine
$937K -$508 -11 -0.1%
RW
190
Rede Wealth
Virginia
$924K -$50.3K -1,084 -5%
LFAS
191
Level Four Advisory Services
Texas
$919K -$58.2K -1,255 -6%
HWM
192
Hohimer Wealth Management
Washington
$882K -$458K -9,868 -34%
KPWS
193
Kestra Private Wealth Services
Texas
$867K +$454K +9,778 +110%
AL
194
Aspiriant LLC
California
$834K -$38.3K -826 -4%
IIC
195
Ironwood Investment Counsel
Arizona
$821K -$48.1K -3,242 -6%
Stifel Financial
196
Stifel Financial
Missouri
$803K -$488K -10,517 -38%
RJT
197
Raymond James Trust
Florida
$781K +$33.9K +731 +5%
Wealthfront Advisers
198
Wealthfront Advisers
California
$777K +$59.2K +1,277 +8%
William Blair & Company
199
William Blair & Company
Illinois
$775K -$26K -561 -3%
BFA
200
Beacon Financial Advisory
Ohio
$775K +$46.2K +997 +6%