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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
PP
276
Pacifica Partners
Canada
$33K +$258 +5 +0.8%
PCA
277
Peddock Capital Advisors
Massachusetts
$33K +$33.2K +644 New
Franklin Resources
278
Franklin Resources
California
$32K
AF
279
Advisornet Financial
Minnesota
$31K
MPCG
280
Matrix Private Capital Group
New York
$31K
AIC
281
Archer Investment Corporation
Indiana
$28.6K
SWM
282
Sugarloaf Wealth Management
Georgia
$28K +$155 +3 +0.5%
EW
283
Evoke Wealth
California
$27K
LAI
284
Legal Advantage Investments
California
$27K +$27.2K +528 New
Northern Trust
285
Northern Trust
Illinois
$27K +$2.67M +51,750 New
IA
286
IFS Advisors
Kansas
$26K +$26.7K +519 New
AWM
287
Avior Wealth Management
Nebraska
$25K +$155 +3 +0.6%
CTFG
288
Capstone Triton Financial Group
Oklahoma
$23K +$23.3K +452 New
BWM
289
Baystate Wealth Management
Massachusetts
$21K +$103 +2 +0.5%
FCMT
290
Founders Capital Management (Texas)
Texas
$20K +$19.6K +380 New
IF
291
Ironwood Financial
Arizona
$19K -$6.96K -135 -27%
APWA
292
Atlas Private Wealth Advisors
New Jersey
$19K
MPWT
293
MassMutual Private Wealth & Trust
Connecticut
$16K +$15.6K +303 New
CI
294
CX Institutional
Indiana
$12K +$11.7K +227 New
HNB
295
Huntington National Bank
Ohio
$11K
SFSG
296
Sound Financial Strategies Group
Mississippi
$10K -$408K -7,917 -98%
CIAS
297
Capital Investment Advisory Services
North Carolina
$10K
KCM
298
Kathmere Capital Management
Pennsylvania
$10K
PMFA
299
Plante Moran Financial Advisors
Michigan
$10K
GSAM
300
Grant Street Asset Management
Pennsylvania
$10K +$10.4K +201 New