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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
PP
351
Pacifica Partners
Canada
$29.4K -$1.3K -28 -4%
GTAM
352
Global Trust Asset Management
Florida
$27.9K
CFD
353
Creative Financial Designs
Indiana
$27.8K
BWL
354
Bogart Wealth LLC
Virginia
$27.3K
Franklin Resources
355
Franklin Resources
California
$26.7K -$2.31K -50 -8%
AWM
356
Avior Wealth Management
Nebraska
$23.5K +$185 +4 +0.8%
FDCDDQ
357
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.9K -$1.99K -43 -8%
CPG
358
Cornerstone Planning Group
New Jersey
$18.7K +$18.4K +397 New
AA
359
Ancora Advisors
Ohio
$17K
QCG
360
Quadrant Capital Group
Ohio
$15K -$2.08M -44,858 -99%
PB
361
Pinnacle Bancorp
Nebraska
$15K
USCWA
362
U.S. Capital Wealth Advisors
Texas
$14.2K +$14.2K +306 New
BWM
363
Baystate Wealth Management
Massachusetts
$14K +$14.1K +304 New
GGI
364
Godsey & Gibb Inc
Virginia
$13.7K
LOIP
365
Live Oak Investment Partners
Texas
$13.5K
FFA
366
Farther Finance Advisors
California
$13.4K +$13.4K +289 New
SIS
367
Sound Income Strategies
Florida
$12.8K
HNB
368
Huntington National Bank
Ohio
$9.89K
LFG
369
Larson Financial Group
Missouri
$9.33K -$1.94K -42 -17%
GFPC
370
Global Financial Private Client
Florida
$9.29K -$378K -8,175 -98%
CA
371
Crewe Advisors
Utah
$8.82K
HR
372
Howe & Rusling
New York
$7.85K -$9.16K -198 -54%
RFC
373
Regions Financial Corp
Alabama
$7K
WBC
374
West Branch Capital
Massachusetts
$6.59K
Fidelity Investments
375
Fidelity Investments
Massachusetts
$5.06K -$1.25K -27 -20%