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iShares Core 1-5 Year USD Bond ETF

359 hedge funds and large institutions have $2.74B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 154 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 127

18% more funds holding in top 10

Funds holding in top 10: 2833 (+5)

2% more capital invested

Capital invested by funds: $2.68B → $2.74B (+$58.6M)

0.05% more ownership

Funds ownership: 65.77%65.82% (+0.05%)

3% less funds holding

Funds holding: 370359 (-11)

26% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 31

Holders
359
Holders Change
-11
Holders Change %
-2.97%
% of All Funds
5.16%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.47%
New
23
Increased
154
Reduced
127
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
251
Regal Investment Advisors
Michigan
$294K +$20.2K +419 +7%
SBIA
252
Sheaff Brock Investment Advisors
Indiana
$292K
ACA
253
Affinity Capital Advisors
California
$290K -$117K -2,422 -29%
P
254
&Partners
Tennessee
$288K -$72.6K -1,508 -20%
PI
255
PFG Investments
New York
$287K +$4.38K +91 +2%
MWM
256
Modera Wealth Management
New Jersey
$284K -$28K -581 -9%
MCA
257
Magnolia Capital Advisors
Mississippi
$282K +$4.33K +90 +2%
FWP
258
FAS Wealth Partners
Kansas
$272K +$10.9K +226 +4%
WKWM
259
Walter & Keenan Wealth Management
Indiana
$270K
OHWP
260
Oak Harbor Wealth Partners
North Carolina
$270K -$51K -1,060 -16%
FZCM
261
Flynn Zito Capital Management
New York
$269K +$25.4K +528 +11%
AWS
262
Atria Wealth Solutions
New York
$268K -$12K -250 -4%
MCM
263
MidAtlantic Capital Management
Virginia
$266K -$1.06K -22 -0.4%
RW
264
Rede Wealth
Virginia
$266K +$8.57K +178 +3%
PP
265
PFS Partners
New Jersey
$264K
EC
266
EdgeRock Capital
Colorado
$261K +$289 +6 +0.1%
APP
267
Avantax Planning Partners
Iowa
$259K
VNA
268
Valley National Advisers
Pennsylvania
$259K -$13.9K -288 -5%
MCC
269
Money Concepts Capital
Florida
$258K +$32K +665 +14%
VFIC
270
Valley Forge Investment Consultants
Pennsylvania
$256K +$13.8K +287 +6%
FBT
271
First Bankers Trust
Kentucky
$248K +$35.2K +732 +17%
Empower Advisory Group
272
Empower Advisory Group
Colorado
$247K +$244K +5,072 New
WFL
273
Wealth Forward LLC
North Dakota
$245K
PIMG
274
Patriot Investment Management Group
Tennessee
$239K +$722 +15 +0.3%
HCM
275
Hudson Capital Management
New Jersey
$232K -$118K -2,449 -34%