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iShares Core 1-5 Year USD Bond ETF

313 hedge funds and large institutions have $2.89B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 136 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 24

92% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 71

20% more funds holding in top 10

Funds holding in top 10: 2530 (+5)

15% more funds holding

Funds holding: 273313 (+40)

7% more capital invested

Capital invested by funds: $2.7B → $2.89B (+$197M)

1.89% more ownership

Funds ownership: 58.44%60.33% (+1.9%)

Holders
313
Holders Change
+40
Holders Change %
+14.65%
% of All Funds
5.54%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.53%
New
66
Increased
136
Reduced
71
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATWA
226
Arbor Trust Wealth Advisors
Michigan
$248K
WA
227
WESPAC Advisors
California
$246K +$12.3K +238 +5%
ISL
228
Ingalls & Snyder LLC
New York
$245K +$244K +4,745 New
FA
229
Faithward Advisors
Pennsylvania
$240K -$567 -11 -0.2%
LNC
230
Lincoln National Corp
Pennsylvania
$238K +$206 +4 +0.1%
BF
231
BOK Financial
Oklahoma
$233K -$35K -679 -13%
KWMG
232
King Wealth Management Group
Florida
$233K -$2.73K -53 -1%
LRPA
233
L. Roy Papp & Associates
Arizona
$230K
BSW
234
Buckingham Strategic Wealth
Missouri
$222K +$222K +4,307 New
CRWM
235
Castle Rock Wealth Management
California
$217K +$216K +4,200 New
BW
236
Bison Wealth
Georgia
$216K
FAN
237
Financial Advisors Network
California
$216K
ECG
238
EPIQ Capital Group
California
$216K +$1.34K +26 +0.6%
EWA
239
Encompass Wealth Advisors
Oregon
$212K +$212K +4,115 New
DP
240
Denver PWM
Colorado
$208K -$450K -8,730 -68%
SAG
241
Spotlight Asset Group
Illinois
$207K -$535K -10,382 -72%
IWM
242
IHT Wealth Management
Illinois
$207K +$206K +4,002 New
DI
243
Disciplined Investments
Oklahoma
$205K
TPWA
244
TRUE Private Wealth Advisors
Oregon
$204K -$291K -5,642 -59%
GWM
245
Geneos Wealth Management
Colorado
$203K +$47.4K +920 +30%
BAM
246
Baldrige Asset Management
Pennsylvania
$200K +$200K +3,878 New
CCM
247
Cribstone Capital Management
Maine
$189K +$189K +3,662 New
CTC
248
Central Trust Company
Missouri
$175K
HBT
249
Hills Bank & Trust
Iowa
$155K
TCM
250
TD Capital Management
Tennessee
$153K -$54K -1,048 -26%