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iShares Core 1-5 Year USD Bond ETF

381 hedge funds and large institutions have $2.87B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 166 increasing their positions, 116 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+23
Holders Change %
+6.42%
% of All Funds
5.07%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
53
Increased
166
Reduced
116
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CL
201
Choreo LLC
Illinois
$747K +$4.54K +95 +0.6%
PHIC
202
Pine Haven Investment Counsel
Massachusetts
$709K +$126K +2,630 +22%
WTB
203
Washington Trust Bank
Washington
$702K +$16.9K +353 +2%
William Blair & Company
204
William Blair & Company
Illinois
$700K -$32.8K -687 -4%
DPI
205
Diversified Portfolios Inc
Michigan
$699K -$10K -210 -1%
SHWM
206
Smith & Howard Wealth Management
Georgia
$695K
MAWCM
207
Mine & Arao Wealth Creation & Management
California
$655K -$89.6K -1,875 -12%
US Bancorp
208
US Bancorp
Minnesota
$652K
PAS
209
Park Avenue Securities
New York
$635K -$108K -2,250 -14%
HWM
210
HB Wealth Management
Georgia
$633K +$20.2K +423 +3%
LIM
211
Leavell Investment Management
Alabama
$628K +$46.3K +970 +8%
MCM
212
MAI Capital Management
Ohio
$609K +$609K +12,746 New
CAG
213
Crestwood Advisors Group
Massachusetts
$607K -$105K -2,200 -15%
SRA
214
Secured Retirement Advisors
Minnesota
$606K -$157K -3,292 -21%
GC
215
Grimes & Company
Massachusetts
$601K +$601K +12,573 New
JFL
216
Jarislowsky, Fraser Ltd
Quebec, Canada
$594K -$598K
EK
217
Evensky & Katz
Florida
$592K +$25.8K +540 +5%
CTA
218
Colonial Trust Advisors
South Carolina
$573K -$30.2K -632 -5%
CT
219
Colonial Trust
South Carolina
$561K -$114K -2,390 -17%
TWC
220
TD Waterhouse Canada
Ontario, Canada
$547K +$142K +2,974 +35%
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$544K -$100K -2,102 -16%
OCG
222
Opus Capital Group
Ohio
$542K +$53.6K +1,121 +11%
AT
223
Arlington Trust
Alabama
$521K
IAIM
224
International Assets Investment Management
Florida
$520K +$520K +10,889 New
NCM
225
Northwest Capital Management
Oregon
$508K