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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
BF
276
BOK Financial
Oklahoma
$231K +$232K +4,521 New
KWMG
277
King Wealth Management Group
Florida
$229K
RC
278
Roundview Capital
New Jersey
$227K -$102K -1,984 -31%
RP
279
Rice Partnership
Hawaii
$224K +$23K +449 +11%
OIA
280
Optimum Investment Advisors
Illinois
$220K -$354K -6,900 -62%
RPG
281
Resource Planning Group
Georgia
$215K -$6.66K -130 -3%
TCM
282
Traynor Capital Management
Pennsylvania
$210K -$33.6K -655 -14%
EWA
283
Encompass Wealth Advisors
Oregon
$207K
DI
284
Disciplined Investments
Oklahoma
$204K
FNBOO
285
First National Bank of Omaha
Nebraska
$204K
ACA
286
Ackerman Capital Advisors
Texas
$203K -$45.1K -881 -18%
GRP
287
Global Retirement Partners
California
$202K +$137K +2,677 +208%
Koshinski Asset Management
288
Koshinski Asset Management
Illinois
$170K +$170K +3,325 New
APA
289
American Portfolios Advisors
New York
$150K +$25.3K +494 +20%
HBT
290
Hills Bank & Trust
Iowa
$136K
Fidelity Investments
291
Fidelity Investments
Massachusetts
$130K +$74.4K +1,451 +133%
CIR
292
Clear Investment Research
Georgia
$123K +$15.3K +298 +14%
EW
293
Element Wealth
Mississippi
$108K
KFO
294
Kopp Family Office
Minnesota
$105K
CTC
295
Central Trust Company
Missouri
$101K
VNIM
296
Vaughan Nelson Investment Management
Texas
$101K
ASBI
297
American State Bank (Iowa)
Iowa
$94.5K
CFGS
298
Concourse Financial Group Securities
Alabama
$74K +$1.33K +26 +2%
US Bancorp
299
US Bancorp
Minnesota
$72K
PCG
300
Private Capital Group
Connecticut
$70K