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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
ATWA
276
Arbor Trust Wealth Advisors
Michigan
$228K
CAC
277
Certified Advisory Corp
Florida
$227K
BFA
278
Beaumont Financial Advisors
Massachusetts
$222K +$1.93K +40 +0.9%
BRWA
279
B. Riley Wealth Advisors
Florida
$220K -$15.7K -326 -7%
PCIA
280
Prime Capital Investment Advisors
Kansas
$219K +$4.38K +91 +2%
SWP
281
Stratos Wealth Partners
Ohio
$215K +$144 +3 +0.1%
SWA
282
SFMG Wealth Advisors
Texas
$214K +$212K +4,403 New
PJSIMP
283
P.J. Schmidt Investment Management (PJS)
Wisconsin
$214K
HIC
284
Holderness Investments Company
North Carolina
$213K +$211K +4,379 New
BW
285
BIP Wealth
Georgia
$213K -$140K -2,909 -40%
KFI
286
Key Financial Inc
Pennsylvania
$212K
SWC
287
Spectrum Wealth Counsel
Indiana
$212K
IWM
288
IHT Wealth Management
Illinois
$210K +$208K +4,321 New
M1FG
289
Mach-1 Financial Group
Arkansas
$208K +$206K +4,282 New
BOPW
290
Brandywine Oak Private Wealth
Pennsylvania
$201K +$199K +4,134 New
RP
291
Rice Partnership
Hawaii
$167K -$3.03K -63 -2%
PWS
292
Peterson Wealth Services
Utah
$161K +$159K +3,302 New
CF
293
Centaurus Financial
California
$157K -$423K -8,782 -73%
Fidelity Investments
294
Fidelity Investments
Massachusetts
$138K +$116K +2,408 +556%
NIC
295
Northwest Investment Counselors
Oregon
$130K +$128K +2,662 New
SNB
296
Security National Bank
Nebraska
$125K +$29.2K +606 +31%
BCWM
297
Bartlett & Co Wealth Management
Ohio
$122K +$56.8K +1,180 +89%
BL
298
BFSG LLC
California
$120K -$5.39K -112 -4%
EW
299
Element Wealth
Mississippi
$103K
SIC
300
Salem Investment Counselors
North Carolina
$98.8K -$8.62K -179 -8%