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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
GWSA
351
Global Wealth Strategies & Associates
Colorado
$2.19K
AssetMark Inc
352
AssetMark Inc
California
$1.56K
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$1.54K
SS
354
Sunbelt Securities
Texas
$974
HWM
355
HighMark Wealth Management
Minnesota
$682
WAS
356
Winch Advisory Services
Wisconsin
$586 +$578 +12 New
LIS
357
Legacy Investment Solutions
Idaho
$575 +$578 +12 New
LWMI
358
Legacy Wealth Management (Idaho)
Idaho
$575 +$578 +12 New
MFA
359
McClarren Financial Advisors
Pennsylvania
$540 +$777K +16,137 +5,682%
CPA
360
Capital Performance Advisors
California
$487 +$481 +10 New
IHWM
361
Iron Horse Wealth Management
Iowa
$243
WWM
362
Wolff Wiese Magana
California
$147
HNB
363
Huntington National Bank
Ohio
$49
RFC
364
Regions Financial Corp
Alabama
$24
FFS
365
Founders Financial Securities
Maryland
-$13.6M -287,235 Closed
DAS
366
Dynamic Advisor Solutions
Arizona
-$2.57M -54,248 Closed
BNP Paribas Financial Markets
367
BNP Paribas Financial Markets
France
-$1.04M -22,014 Closed
FTUS
368
Flow Traders U.S.
New York
-$938K -19,808 Closed
Susquehanna International Group
369
Susquehanna International Group
Pennsylvania
-$806K -17,011 Closed
CPSC
370
Carl P. Sherr & Co
Massachusetts
-$757K -15,989 Closed
AL
371
Aspiriant LLC
California
-$711K -15,015 Closed
WB
372
WesBanco Bank
West Virginia
-$647K -13,665 Closed
SGI
373
Summit Global Investments
Utah
-$591K -12,480 Closed
IAIM
374
International Assets Investment Management
Florida
-$545K -11,499 Closed
AP
375
Adero Partners
California
-$459K -9,700 Closed