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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 %
MAWCM
201
Mine & Arao Wealth Creation & Management
California
$746K +$3.06K +66 +0.4%
BWM
202
Birchcreek Wealth Management
Ohio
$740K -$113K -2,428 -13%
PI
203
PFG Investments
New York
$734K -$5.15K -111 -0.7%
Koshinski Asset Management
204
Koshinski Asset Management
Illinois
$733K +$9.65K +208 +1%
BRWA
205
B. Riley Wealth Advisors
Florida
$732K -$43.7K -943 -6%
FFP
206
FourThought Financial Partners
Florida
$731K -$202K -4,359 -22%
QCIG
207
Quad-Cities Investment Group
Iowa
$720K -$83.5K -1,800 -10%
CAG
208
Crestwood Advisors Group
Massachusetts
$705K -$11.5K -249 -2%
SFP
209
Strategic Financial Partners
Oregon
$691K -$295K -6,364 -30%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$687K +$150K +3,225 +28%
CB
211
Commerce Bank
Missouri
$671K
CTA
212
Colonial Trust Advisors
South Carolina
$651K -$30.5K -658 -4%
PIMG
213
Patriot Investment Management Group
Tennessee
$648K +$2.32K +50 +0.4%
WB
214
WesBanco Bank
West Virginia
$634K
DPI
215
Diversified Portfolios Inc
Michigan
$633K +$217K +4,684 +52%
Truist Financial
216
Truist Financial
North Carolina
$615K -$8.77K -189 -1%
SC
217
Stephens Consulting
Michigan
$590K -$125K -2,702 -18%
HNWAG
218
High Net Worth Advisory Group
Florida
$589K -$192K -4,137 -25%
CMS
219
Capital Market Strategies
Florida
$585K -$28.5K -619 -5%
IC
220
IEQ Capital
California
$572K
SGI
221
Summit Global Investments
Utah
$565K -$12.8K -275 -2%
MCM
222
Mattern Capital Management
Colorado
$558K
ATPW
223
Ashton Thomas Private Wealth
Arizona
$542K +$27.9K +602 +5%
OCG
224
Opus Capital Group
Ohio
$529K -$5.57K -120 -1%
SC
225
Savant Capital
Illinois
$527K -$62K -1,336 -11%