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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
VF
376
VitalStone Financial
Texas
$5K +$4.53K +98 New
FWM
377
Focused Wealth Management
New York
$4.77K -$2.64K -57 -36%
SFSG
378
Sound Financial Strategies Group
Mississippi
$4.69K
RG
379
Retirement Group
California
$4K -$5.28K -114 -55%
FFA
380
Founders Financial Alliance
North Carolina
$3.48K
HBW
381
Hazlett, Burt & Watson
West Virginia
$3K +$46 +1 +1%
WTA
382
Washington Trust Advisors
Massachusetts
$2.88K
FMB
383
Field & Main Bank
Kentucky
$2.83K +$2.82K +61 New
GWSA
384
Global Wealth Strategies & Associates
Colorado
$2.09K +$2.08K +45 New
SWM
385
Spire Wealth Management
Virginia
$2K -$64.1K -1,385 -97%
FRA
386
Front Row Advisors
California
$2K
TSWM
387
Tyler-Stone Wealth Management
Ohio
$2K
FCA
388
Fortis Capital Advisors
Kansas
$1.76K +$1.76K +38 New
RFG
389
RFP Financial Group
Georgia
$1.63K +$1.62K +35 New
TAM
390
Townsend Asset Management
North Carolina
$1.49K +$1.48K +32 New
FGAM
391
Financial Gravity Asset Management
Texas
$1.05K -$8.51K -184 -80%
WWM
392
Wolff Wiese Magana
California
$139
FWA
393
Freedom Wealth Alliance
Wisconsin
$93 +$93 +2 New
CIAS
394
CFS Investment Advisory Services
New Jersey
-$4.93M -4,934,055 Closed
KFAA
395
Klaas Financial Asset Advisors
Illinois
-$54.4M -1,180,161 Closed
RA
396
RFG Advisory
Alabama
-$3.08M -67,123 Closed
W
397
Wealthquest
Ohio
-$3.06M -66,349 Closed
MAG
398
MRA Advisory Group
New Jersey
-$2.85M -61,921 Closed
KCM
399
Karp Capital Management
California
-$1.89M -40,976 Closed
AWS
400
AJ Wealth Strategies
New York
-$1.25M -27,062 Closed