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iShares Core 1-5 Year USD Bond ETF

388 hedge funds and large institutions have $3.94B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 136 increasing their positions, 162 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 35

29% more capital invested

Capital invested by funds: $3.07B → $3.94B (+$874M)

3% more funds holding

Funds holding: 376388 (+12)

2.5% less ownership

Funds ownership: 64.12%61.62% (-2.5%)

5% less funds holding in top 10

Funds holding in top 10: 3735 (-2)

16% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 162

Holders
388
Holders Change
+12
Holders Change %
+3.19%
% of All Funds
6.24%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.56%
New
53
Increased
136
Reduced
162
Closed
35
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
VNIM
326
Vaughan Nelson Investment Management
Texas
$108K
CIR
327
Clear Investment Research
Georgia
$103K +$833 +18 +0.8%
PTC
328
Private Trust Company
Ohio
$99K
EW
329
Element Wealth
Mississippi
$98K
KFO
330
Kopp Family Office
Minnesota
$96K -$7.31K -158 -7%
ASBI
331
American State Bank (Iowa)
Iowa
$90.6K
GRP
332
Global Retirement Partners
California
$85K -$119K -2,569 -58%
RFA
333
Resurgent Financial Advisors
Georgia
$78.1K +$77.8K +1,681 New
AWM
334
Accurate Wealth Management
Florida
$75.2K +$74.3K +1,605 New
NECFA
335
New England Capital Financial Advisors
Connecticut
$74.7K +$73.3K +1,585 New
CP
336
Castleview Partners
Texas
$74.1K -$740 -16 -1%
DI
337
Disciplined Investments
Oklahoma
$73.6K -$1.8K -39 -2%
BAAM
338
Baker Avenue Asset Management
California
$72K +$71.7K +1,550 New
S
339
SignatureFD
Georgia
$58.6K +$58.3K +1,261 New
Citigroup
340
Citigroup
New York
$57.1K +$6.52K +141 +13%
GJIA
341
Glass Jacobson Investment Advisors
Maryland
$55K +$54.8K +1,185 New
CFGS
342
Concourse Financial Group Securities
Alabama
$54.8K +$48.2K +1,042 +755%
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$50K -$10.2K -221 -17%
TFA
344
Transamerica Financial Advisors
Florida
$42K -$2.96K -64 -7%
RIA
345
Realta Investment Advisors
Delaware
$40.9K +$139 +3 +0.3%
CT
346
Cambridge Trust
Massachusetts
$38K
BWA
347
BDO Wealth Advisors
Florida
$37K +$231 +5 +0.6%
AIC
348
Archer Investment Corporation
Indiana
$32.5K +$278 +6 +0.9%
BONH
349
Bank of New Hampshire
New Hampshire
$31K +$27.8K +600 +833%
MPCG
350
Matrix Private Capital Group
New York
$30K