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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
CF
251
Centaurus Financial
California
$147K +$147K +2,846 New
SFPG
252
Stonebridge Financial Planning Group
Florida
$137K +$85K +1,650 +165%
APA
253
American Portfolios Advisors
New York
$136K
CAAS
254
Capital Asset Advisory Services
Michigan
$116K +$63.1K +1,225 +121%
HS
255
Horan Securities
United States
$112K -$1.34K -26 -1%
KFO
256
Kopp Family Office
Minnesota
$106K
PA
257
Parallel Advisors
California
$104K +$103 +2 +0.1%
CIR
258
Clear Investment Research
Georgia
$102K
SSW
259
Smith Shellnut Wilson
Mississippi
$92K +$87K +1,688 +1,855%
WT
260
Whittier Trust
California
$89K
PCG
261
Private Capital Group
Connecticut
$77K -$8.24K -160 -10%
CFGS
262
Concourse Financial Group Securities
Alabama
$75K -$3.81K -74 -5%
US Bancorp
263
US Bancorp
Minnesota
$72K -$1.28M -24,828 -95%
LFG
264
Larson Financial Group
Missouri
$66K -$1.49K -29 -2%
GRP
265
Global Retirement Partners
California
$66K +$412 +8 +0.6%
SFA
266
Stewardship Financial Advisors
Georgia
$66K +$64.9K +1,260 +9,692%
TFGT
267
TS Financial Group (TSFG)
Illinois
$62K
BWL
268
Bogart Wealth LLC
Virginia
$57K
ADL
269
Asset Dedication LLC
California
$52K +$103 +2 +0.2%
EIP
270
Ellis Investment Partners
Pennsylvania
$51K +$361 +7 +0.7%
VFA
271
Valeo Financial Advisors
Indiana
$43K
VCG
272
Vantage Consulting Group
Virginia
$39K +$39.8K +773 New
GTAM
273
Global Trust Asset Management
Florida
$36K -$52 -1 -0.1%
DWMG
274
DB Wealth Management Group
California
$35K +$34.8K +676 New
JFA
275
JNBA Financial Advisors
Minnesota
$33K -$5.46K -106 -14%