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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
PIM
376
Provident Investment Management
Michigan
-$303K -6,400 Closed
HNWAG
377
High Net Worth Advisory Group
Florida
-$293K -6,193 Closed
FSWA
378
Financial Synergies Wealth Advisors
Texas
-$288K -6,081 Closed
TCM
379
Traynor Capital Management
Pennsylvania
-$275K -5,801 Closed
MWM
380
Maltin Wealth Management
New Jersey
-$252K -5,310 Closed
ACA
381
Ackerman Capital Advisors
Texas
-$233K -4,912 Closed
EWA
382
EP Wealth Advisors
California
-$227K -4,787 Closed
SSB
383
Sandy Spring Bank
Maryland
-$130K -2,754 Closed
CAS
384
Coppell Advisory Solutions
Texas
-$87.7K -1,851 Closed
TFF
385
The Family Firm
Maryland
-$67.8K -1,431 Closed
RIA
386
Realta Investment Advisors
Delaware
-$20.9K -441 Closed
FLPIM
387
F.L. Putnam Investment Management
Massachusetts
-$14.7K -310 Closed
SFSG
388
Sound Financial Strategies Group
Mississippi
-$4.78K -101 Closed
SIS
389
Sound Income Strategies
Florida
-$3.41K -72 Closed
TSWM
390
Tyler-Stone Wealth Management
Ohio
-$1.99K -42 Closed
WIA
391
Wetzel Investment Advisors
Indiana
-$1.95K -41 Closed
DJSG
392
D.J. St. Germain
Massachusetts
-$1.23K -26 Closed
EWA
393
EverSource Wealth Advisors
Alabama
-$1.01K -21 Closed
GIA
394
GHP Investment Advisors
Colorado
-$995 -21 Closed