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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
VBCG
301
Valley Brook Capital Group
Pennsylvania
$7K +$7.73K +150 New
SWM
302
Selective Wealth Management
Virginia
$6K
AA
303
Ancora Advisors
Ohio
$5K
JIR
304
James Investment Research
Ohio
$5K +$5.15K +100 New
RG
305
Retirement Group
California
$4K -$1.58M -30,646 -100%
Fidelity Investments
306
Fidelity Investments
Massachusetts
$4K -$46.6K -904 -91%
BWM
307
BerganKDV Wealth Management
Minnesota
$4K
OIM
308
Oder Investment Management
California
$4K +$4.02K +78 New
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$3K
FRA
310
Front Row Advisors
California
$3K
PFGIA
311
Patriot Financial Group Insurance Agency
Massachusetts
$3K
CB
312
Community Bank
New York
$2K -$84K -1,630 -98%
HWA
313
HCR Wealth Advisors
California
$2K +$1.91K +37 New
BFC
314
Bedel Financial Consulting
Indiana
$1K
OMC
315
Old Mission Capital
Illinois
-$6.49M -125,904 Closed
Bank of New York Mellon
316
Bank of New York Mellon
New York
-$2.21M -42,919 Closed
JPG
317
Jordan Park Group
California
-$670K -13,000 Closed
FA
318
Financial Advisors
Massachusetts
-$437K -8,474 Closed
APSP
319
Asset Planning Services (Pennsylvania)
Pennsylvania
-$412K -8,002 Closed
SC
320
Scotia Capital
Ontario, Canada
-$407K -7,895 Closed
ACP
321
Aveo Capital Partners
Colorado
-$359K -6,962 Closed
VAS
322
Vestmark Advisory Solutions
Massachusetts
-$311K -6,039 Closed
PAS
323
Park Avenue Securities
New York
-$261K -5,072 Closed
AFP
324
Ausdal Financial Partners
Iowa
-$223K -4,334 Closed
MWM
325
Mission Wealth Management
California
-$214K -4,150 Closed