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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 %
Comerica Bank
201
Comerica Bank
Texas
$737K -$88.4K -1,866 -11%
William Blair & Company
202
William Blair & Company
Illinois
$715K -$81.4K -1,718 -10%
AL
203
Aspiriant LLC
California
$711K
SHWM
204
Smith & Howard Wealth Management
Georgia
$702K -$14.6K -308 -2%
WTB
205
Washington Trust Bank
Washington
$680K +$10.5K +222 +2%
IWC
206
Integrated Wealth Concepts
Massachusetts
$657K +$28.3K +598 +5%
WB
207
WesBanco Bank
West Virginia
$647K
US Bancorp
208
US Bancorp
Minnesota
$647K
CTA
209
Colonial Trust Advisors
South Carolina
$644K -$2.89K -61 -0.4%
Squarepoint
210
Squarepoint
New York
$643K +$92.8K +1,959 +17%
Wealthfront Advisers
211
Wealthfront Advisers
California
$638K -$53.5K -1,130 -8%
MCM
212
Mattern Capital Management
Colorado
$631K
BSW
213
Buckingham Strategic Wealth
Missouri
$623K -$69.7K -1,471 -10%
SGI
214
Summit Global Investments
Utah
$591K +$5.59K +118 +1%
National Bank of Canada
215
National Bank of Canada
Quebec, Canada
$585K +$167K +3,525 +40%
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$577K -$188K -3,969 -25%
CF
217
Centaurus Financial
California
$568K +$568K +11,998 New
EK
218
Evensky & Katz
Florida
$557K +$3.79K +80 +0.7%
MCA
219
Maryland Capital Advisors
Maryland
$555K -$6.02M -127,086 -92%
LIM
220
Leavell Investment Management
Alabama
$553K +$82.4K +1,740 +17%
LFAS
221
Level Four Advisory Services
Texas
$546K -$321K -6,785 -37%
IAIM
222
International Assets Investment Management
Florida
$545K -$14.1K -298 -3%
JFL
223
Jarislowsky, Fraser Ltd
Quebec, Canada
$530K -$826K
AT
224
Arlington Trust
Alabama
$516K
NCM
225
Northwest Capital Management
Oregon
$504K +$29.9K +632 +6%