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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.

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 Market Value Shares Shares
Change
Shares
Change %
AA
1
Acorns Advisers
California
$462M 9,754,334 +521,224 +6%
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$229M 4,840,325 +74,000 +2%
Charles Schwab
3
Charles Schwab
California
$148M 3,119,781 -100,779 -3%
TPI
4
Trust Point Inc
Wisconsin
$147M 3,101,723 -737 -0%
BlackRock
5
BlackRock
New York
$84.5M 1,784,764 +472,845 +36%
Bank of America
6
Bank of America
North Carolina
$66.9M 1,412,621 -35,841 -2%
ST
7
Spinnaker Trust
Maine
$59M 1,246,485 +9,105 +0.7%
RJA
8
Raymond James & Associates
Florida
$55.4M 1,168,859 -31,727 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$50.2M 1,060,356 +213,074 +25%
Mariner
10
Mariner
Kansas
$50.2M 1,059,180 +17,052 +2%
TA
11
Townsend & Associates
Colorado
$46.3M 969,604 +24,532 +3%
UBS Group
12
UBS Group
Switzerland
$43.7M 923,122 -21,061 -2%
CWM
13
Cahaba Wealth Management
Georgia
$40M 844,062 +77,986 +10%
PP
14
Prosperity Planning
Missouri
$34.9M 736,408 +736,408 New
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$32.8M 693,021 -1,210,066 -64%
MW
16
MBL Wealth
North Carolina
$32.1M 678,022 +16,989 +3%
Morgan Stanley
17
Morgan Stanley
New York
$29.6M 624,641 -19,961 -3%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$28M 590,470 +13,687 +2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$28M 590,319 +152,038 +35%
Cerity Partners
20
Cerity Partners
New York
$27.1M 572,788 +19,165 +3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$26.7M 564,374 -90,541 -14%
LPL Financial
22
LPL Financial
California
$26.6M 560,761 -22,832 -4%
Wells Fargo
23
Wells Fargo
California
$25.5M 539,340 -199,198 -27%
CL
24
CIM LLC
New York
$25.1M 518,722 +27,104 +6%
DWM
25
Destination Wealth Management
California
$24.6M 519,322 +6,337 +1%