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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
BFC
351
Bedel Financial Consulting
Indiana
$1K
SWM
352
Selective Wealth Management
Virginia
$1K
RCS
353
Retirement Capital Strategies
California
-$7.51M -146,401 Closed
Renaissance Technologies
354
Renaissance Technologies
New York
-$5.11M -99,700 Closed
LWAC
355
Laurel Wealth Advisors (California)
California
-$2.83M -55,263 Closed
AWA
356
Arete Wealth Advisors
Illinois
-$1.58M -35,244 Closed
JWCA
357
J.W. Cole Advisors
Florida
-$1.81M -35,202 Closed
EWA
358
Exencial Wealth Advisors
Oklahoma
-$851K -16,591 Closed
WJA
359
Willis Johnson & Associates
Texas
-$388K -7,571 Closed
TSS
360
Two Sigma Securities
New York
-$271K -5,275 Closed
ECG
361
EPIQ Capital Group
California
-$216K -4,217 Closed
CF
362
Centaurus Financial
California
-$139K -2,713 Closed
SSW
363
Smith Shellnut Wilson
Mississippi
-$92K -1,784 Closed
WT
364
Whittier Trust
California
-$88K -1,715 Closed
PWS
365
Paragon Wealth Strategies
Florida
-$28K -545 Closed
TRCT
366
Tower Research Capital (TRC)
New York
-$10K -194 Closed
CFB
367
Cullen/Frost Bankers
Texas
-$4K -86 Closed
LPWM
368
Lake Point Wealth Management
Texas
-$4K -71 Closed
CT
369
Caldwell Trust
Florida
-$1.28K -25 Closed