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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
LPT
401
Legacy Private Trust
Wisconsin
-$541K -11,742 Closed
AFP
402
Ausdal Financial Partners
Iowa
-$501K -10,860 Closed
IWC
403
Integrated Wealth Concepts
Massachusetts
-$493K -10,696 Closed
RWM
404
Ritholtz Wealth Management
New York
-$456K -9,900 Closed
MWM
405
Modera Wealth Management
New Jersey
-$394K -8,557 Closed
EWA
406
Exencial Wealth Advisors
Oklahoma
-$382K -8,278 Closed
WFM
407
Wolff Financial Management
Michigan
-$362K -7,862 Closed
AWM
408
Apollon Wealth Management
South Carolina
-$344K -7,470 Closed
NEAM
409
New England Asset Management
Connecticut
-$303K -6,583 Closed
FHA
410
Flagship Harbor Advisors
Massachusetts
-$223K -4,845 Closed
MWM
411
McNaughton Wealth Management
California
-$217K -4,701 Closed
EWA
412
Encompass Wealth Advisors
Oregon
-$213K -4,615 Closed
WCM
413
Whitener Capital Management
North Carolina
-$205K -4,456 Closed
CRWM
414
Castle Rock Wealth Management
California
-$202K -4,400 Closed
HCM
415
Hengehold Capital Management
Ohio
-$200K -4,331 Closed
HBT
416
Hills Bank & Trust
Iowa
-$113K -2,454 Closed
ADL
417
Asset Dedication LLC
California
-$50K -1,086 Closed
EIP
418
Ellis Investment Partners
Pennsylvania
-$47K -1,021 Closed
SWA
419
SOA Wealth Advisors
New York
-$46K -1,000 Closed
HPC
420
HM Payson & Co
Maine
-$39K -844 Closed
SWM
421
Sugarloaf Wealth Management
Georgia
-$27K -568 Closed
EW
422
Evoke Wealth
California
-$24K -518 Closed
GI
423
Gradient Investments
Minnesota
-$8K -175 Closed
BNP Paribas Financial Markets
424
BNP Paribas Financial Markets
France
-$4.79K -104 Closed
PA
425
Parallel Advisors
California
-$4K -84 Closed