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iShares Core 1-5 Year USD Bond ETF
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Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$138M
2
ST
Spinnaker Trust
Maine
$57.6M
3
TA
Townsend & Associates
Colorado
$43.9M
4
AA
Acorns Advisers
California
$408M
5
Jane Street
Jane Street
New York
$19.3M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$51.7M
2
PP
Prosperity Planning
Missouri
$30.9M
3
SP
Symmetry Partners
Connecticut
$0
4
NA
NewEdge Advisors
Louisiana
$1.59M
5
Ameriprise
Ameriprise
Minnesota
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPB
176
First PREMIER Bank
South Dakota
$1.17M +$57.2K +1,203 +5%
MA
177
MJP Associates
Connecticut
$1.16M -$185K -3,890 -14%
VC
178
Vicus Capital
Pennsylvania
$1.14M -$43.1K -907 -4%
CAG
179
Crestwood Advisors Group
Massachusetts
$1.11M +$388K +8,163 +54%
TLFA
180
True Link Financial Advisors
California
$1.09M -$885K -18,611 -45%
HIF
181
Hill Island Financial
Michigan
$1.09M -$175K -3,675 -14%
WWM
182
Western Wealth Management
Colorado
$1.06M -$7.99K -168 -0.7%
PSCM
183
Per Stirling Capital Management
Texas
$1.05M – – –
RJT
184
Raymond James Trust
Florida
$1.05M +$252K +5,290 +31%
LGG
185
Luts & Greenleigh Group
Maryland
$1.05M -$552K -11,597 -34%
TWC
186
TD Waterhouse Canada
Ontario, Canada
$1.05M +$727K +15,347 +223%
WWS
187
Wellington Wealth Strategies
Indiana
$1.01M +$1.01M +21,181 New
PAS
188
Park Avenue Securities
New York
$973K -$15.9K -334 -2%
SRA
189
Secured Retirement Advisors
Minnesota
$969K +$969K +20,365 New
CT
190
Colonial Trust
South Carolina
$966K -$45.9K -966 -5%
HL
191
HeadInvest LLC
Maine
$956K -$9.51K -200 -1%
BW
192
BIP Wealth
Georgia
$955K -$433K -9,100 -31%
MWM
193
Maltin Wealth Management
New Jersey
$899K -$316K -6,641 -26%
SA
194
Sunesis Advisors
Kansas
$890K -$578K -12,143 -39%
ASN
195
Advisory Services Network
Georgia
$876K -$122K -2,557 -12%
LFAS
196
Level Four Advisory Services
Texas
$871K -$71.9K -1,511 -8%
AL
197
Aspiriant LLC
California
$836K -$19.6K -412 -2%
William Blair & Company
198
William Blair & Company
Illinois
$817K +$22K +462 +3%
MA
199
MKT Advisors
California
$797K +$481K +10,148 +152%
IWC
200
Integrated Wealth Concepts
Massachusetts
$797K -$418K -8,792 -34%
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8
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