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iShares Core 1-5 Year USD Bond ETF

390 hedge funds and large institutions have $4.16B invested in iShares Core 1-5 Year USD Bond ETF in 2021 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 145 increasing their positions, 111 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+41
Holders Change %
+11.75%
% of All Funds
6.02%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.66%
New
84
Increased
145
Reduced
111
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
201
Apollon Wealth Management
South Carolina
$1.14M +$222K +4,408 +24%
WWM
202
Western Wealth Management
Colorado
$1.13M +$1.13M +22,378 New
William Blair & Company
203
William Blair & Company
Illinois
$1.12M +$3.43K +68 +0.3%
NFG
204
Next Financial Group
Texas
$1.12M -$30.6K -606 -3%
WCP
205
Wick Capital Partners
Pennsylvania
$1.11M +$1.11M +22,087 New
LF
206
Lee Financial
Texas
$1.07M
JGCM
207
Joseph Group Capital Management
Ohio
$1.06M +$1.06M +21,079 New
MW
208
Marcum Wealth
Ohio
$1.06M +$37.6K +745 +4%
CAM
209
Cozad Asset Management
Illinois
$1.04M -$147K -2,905 -12%
RF
210
Resolute Financial
Massachusetts
$1.03M +$1.03M +20,447 New
HIF
211
Hill Island Financial
Michigan
$1.01M +$1.01M +19,935 New
NIC
212
Northwest Investment Counselors
Oregon
$989K -$66.7K -1,322 -6%
MCC
213
Money Concepts Capital
Florida
$926K +$926K +18,359 New
CMS
214
Capital Market Strategies
Florida
$877K +$877K +17,390 New
ISL
215
Ingalls & Snyder LLC
New York
$868K -$391K -7,760 -31%
QCM
216
Quest Capital Management
Texas
$842K -$39.8K -790 -5%
MAWCM
217
Mine & Arao Wealth Creation & Management
California
$836K +$35.7K +707 +4%
PWM
218
PBMares Wealth Management
Virginia
$809K -$75.3K -1,494 -9%
IF
219
IRON Financial
Illinois
$792K -$22.7K -450 -3%
WCM
220
Whitener Capital Management
North Carolina
$776K -$67.1K -1,330 -8%
PJSIMP
221
P.J. Schmidt Investment Management (PJS)
Wisconsin
$758K -$116K -2,327 -13%
EM
222
Excalibur Management
Massachusetts
$742K +$6.35K +126 +0.9%
Cetera Investment Advisers
223
Cetera Investment Advisers
Illinois
$740K +$107K +2,119 +17%
BRWA
224
B. Riley Wealth Advisors
Florida
$735K -$115K -2,274 -14%
SFG
225
StrategIQ Financial Group
Indiana
$733K -$27.8K -552 -4%