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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.

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
TPI
1
Trust Point Inc
Wisconsin
$149M
2
Morgan Stanley
2
Morgan Stanley
New York
$138M
3
ST
3
Spinnaker Trust
Maine
$57.6M
4
TA
4
Townsend & Associates
Colorado
$43.9M
5
AA
5
Acorns Advisers
California
$408M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$51.7M
2
SP
2
Symmetry Partners
Connecticut
$0
3
NA
3
NewEdge Advisors
Louisiana
$1.59M
4
Ameriprise
4
Ameriprise
Minnesota
$19.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$169K
Name Market Value Shares Shares
Change 		Shares
Change %
AA
1
Acorns Advisers
California
$408M 8,582,714 +354,632 +4%
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$216M 4,544,200 – –
Charles Schwab
3
Charles Schwab
California
$178M 3,751,667 -184,715 -5%
TPI
4
Trust Point Inc
Wisconsin
$149M 3,138,447 +3,138,447 New
Morgan Stanley
5
Morgan Stanley
New York
$138M 2,897,192 +1,589,533 +122%
BlackRock
6
BlackRock
New York
$116M 2,444,873 +325,275 +15%
Bank of America
7
Bank of America
North Carolina
$84.5M 1,777,192 +38,887 +2%
ST
8
Spinnaker Trust
Maine
$57.6M 1,210,386 +1,176,288 +3,450%
RJA
9
Raymond James & Associates
Florida
$55.2M 1,161,463 +82,192 +8%
UBS Group
10
UBS Group
Switzerland
$51.7M 1,088,032 -673,233 -38%
Mariner
11
Mariner
Kansas
$48.1M 1,011,341 +26,518 +3%
TA
12
Townsend & Associates
Colorado
$43.9M 924,206 +413,561 +81%
Wells Fargo
13
Wells Fargo
California
$35.8M 751,830 -44,505 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$34.4M 722,483 +98,302 +16%
CWM
15
Cahaba Wealth Management
Georgia
$34.2M 718,464 +36,499 +5%
PP
16
Prosperity Planning
Missouri
– – – –
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$30.2M 635,583 +137,759 +28%
MW
18
MBL Wealth
North Carolina
$29.9M 628,222 -15,150 -2%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$28.6M 600,395 -41,801 -7%
LPL Financial
20
LPL Financial
California
$28.3M 595,925 +24,555 +4%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$23.4M 491,805 -24,510 -5%
DWM
22
Destination Wealth Management
California
$23.2M 487,695 -9,566 -2%
CMP
23
Courage Miller Partners
Virginia
$22.7M 478,105 -27,892 -6%
Cerity Partners
24
Cerity Partners
New York
$22.6M 474,693 +32,390 +7%
CL
25
CIM LLC
New York
$21.9M 463,288 +30,359 +7%
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