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iShares Core 1-5 Year USD Bond ETF

351 hedge funds and large institutions have $3.95B invested in iShares Core 1-5 Year USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 180 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 74

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

18% more capital invested

Capital invested by funds: $3.34B → $3.95B (+$609M)

15% more funds holding in top 10

Funds holding in top 10: 4046 (+6)

3.64% more ownership

Funds ownership: 59.47%63.11% (+3.6%)

3% more funds holding

Funds holding: 340351 (+11)

Holders
351
Holders Change
+11
Holders Change %
+3.24%
% of All Funds
6.14%
Holding in Top 10
46
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15%
% of All Funds
0.81%
New
33
Increased
180
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Summit Asset Management
Tennessee
$518K +$10.2K +199 +2%
PSF
227
Pacific Sun Financial
California
$503K +$504K +9,840 New
FAIM
228
Financial Advocates Investment Management
Washington
$500K +$79.5K +1,551 +19%
CFMC
229
Curbstone Financial Management Corp
New Hampshire
$490K
TAM
230
Tocqueville Asset Management
New York
$480K
WFM
231
Wolff Financial Management
Michigan
$458K +$460K +8,968 New
RMDI
232
R.M. Davis Inc
Maine
$439K
WKWM
233
Walter & Keenan Wealth Management
Indiana
$439K +$441K +8,605 New
CIA
234
Choate Investment Advisors
Massachusetts
$438K
BOPW
235
Brandywine Oak Private Wealth
Pennsylvania
$427K +$16.2K +316 +4%
Bank of New York Mellon
236
Bank of New York Mellon
New York
$406K
OCM
237
Osterweis Capital Management
California
$395K
CPIA
238
Cornell Pochily Investment Advisors
New York
$376K +$51 +1 +0%
SFP
239
Strategic Financial Partners
Oregon
$366K +$367K +7,165 New
QCIG
240
Quad-Cities Investment Group
Iowa
$364K -$23.5K -458 -6%
PAS
241
Park Avenue Securities
New York
$358K -$717 -14 -0.2%
SAF
242
Smith Anglin Financial
Texas
$353K -$114K -2,225 -24%
SS
243
Sunbelt Securities
Texas
$352K
ANTB
244
AMG National Trust Bank
Colorado
$351K -$94.8K -1,849 -21%
AAS
245
Avantax Advisory Services
Texas
$351K -$33.1K -646 -9%
Betterment LLC
246
Betterment LLC
New York
$347K -$4.2K -82 -1%
FSA
247
Fort Sheridan Advisors
Illinois
$342K
MCA
248
Magnolia Capital Advisors
Mississippi
$341K +$80.6K +1,573 +31%
CAL
249
Capital Analysts LLC
Pennsylvania
$337K +$32.7K +639 +11%
OWM
250
Orgel Wealth Management
Wisconsin
$328K