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iShares Core 1-5 Year USD Bond ETF

388 hedge funds and large institutions have $3.94B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 136 increasing their positions, 162 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 35

29% more capital invested

Capital invested by funds: $3.07B → $3.94B (+$874M)

3% more funds holding

Funds holding: 376388 (+12)

2.5% less ownership

Funds ownership: 64.12%61.62% (-2.5%)

5% less funds holding in top 10

Funds holding in top 10: 3735 (-2)

16% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 162

Holders
388
Holders Change
+12
Holders Change %
+3.19%
% of All Funds
6.24%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.56%
New
53
Increased
136
Reduced
162
Closed
35
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
251
Osterweis Capital Management
California
$486K
KOC
252
Koss-Olinger Consulting
Florida
$473K +$38.3K +827 +9%
IC
253
IEQ Capital
California
$464K +$462K +9,983 New
PFWA
254
Paces Ferry Wealth Advisors
Georgia
$460K +$458K +9,900 New
LIM
255
Leavell Investment Management
Alabama
$459K -$24.3K -525 -5%
US Bancorp
256
US Bancorp
Minnesota
$453K +$404K +8,742 +866%
MWM
257
Marion Wealth Management
Pennsylvania
$439K -$22.7K -490 -5%
TAM
258
Tocqueville Asset Management
New York
$437K
HWM
259
HB Wealth Management
Georgia
$434K
SIC
260
Salem Investment Counselors
North Carolina
$434K +$432K +9,340 New
AWA
261
AmeriServ Wealth Advisors
Pennsylvania
$432K +$431K +9,305 New
CPSAC
262
Chas P. Smith & Associates (CPS)
Florida
$429K +$428K +9,247 New
CAM
263
Cidel Asset Management
Ontario, Canada
$418K
RCAG
264
Rehmann Capital Advisory Group
Michigan
$413K -$59.5K -1,286 -13%
WKWM
265
Walter & Keenan Wealth Management
Indiana
$396K -$4.63K -100 -1%
FIM
266
Freedom Investment Management
Connecticut
$395K +$7.03K +152 +2%
PSF
267
Pacific Sun Financial
California
$394K -$89.8K -1,940 -19%
KIG
268
Kowal Investment Group
Wisconsin
$382K +$380K +8,217 New
ZIM
269
Zacks Investment Management
Illinois
$382K +$380K +8,217 New
CWM
270
Campbell Wealth Management
Virginia
$372K -$1.55M -33,504 -81%
ATPW
271
Ashton Thomas Private Wealth
Arizona
$359K +$9.21K +199 +3%
NCM
272
Northwest Capital Management
Oregon
$356K -$352K -7,603 -50%
AAS
273
Avantax Advisory Services
Texas
$354K -$25.2K -544 -7%
National Bank of Canada
274
National Bank of Canada
Quebec, Canada
$348K +$9.25K +200 +3%
BFA
275
Beaumont Financial Advisors
Massachusetts
$345K -$97.1K -2,098 -22%