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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
Citadel Advisors
26
Citadel Advisors
Florida
$27.8M +$17.3M +373,271 +166%
TAIM
27
TD Ameritrade Investment Management
Nebraska
$26.8M -$1.44M -31,193 -5%
PP
28
Prosperity Planning
Missouri
$26.5M
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$26.3M +$7.8M +168,666 +42%
LPL Financial
30
LPL Financial
California
$25.8M +$1.87M +40,411 +8%
CWM
31
Cahaba Wealth Management
Georgia
$25.5M +$1.91M +41,232 +8%
MW
32
MBL Wealth
North Carolina
$23M +$11.2M +242,594 +96%
CMP
33
Courage Miller Partners
Virginia
$20.7M -$519K -11,215 -2%
FWP
34
FAS Wealth Partners
Kansas
$20.6M -$29.1M -628,043 -59%
BCI
35
Brinker Capital Investments
Pennsylvania
$20.5M +$15.5M +334,144 +314%
DWM
36
Destination Wealth Management
California
$20.4M -$2.77M -59,890 -12%
GWM
37
Geneos Wealth Management
Colorado
$20M +$107K +2,305 +0.5%
MAM
38
Meeder Asset Management
Ohio
$18.8M +$460K +9,934 +3%
CL
39
CIM LLC
New York
$18.5M +$2.08M +44,929 +13%
OWA
40
Opal Wealth Advisors
New York
$18.3M -$652K -14,087 -3%
AWM
41
AE Wealth Management
Kansas
$17.8M -$949K -20,509 -5%
OBWG
42
Onyx Bridge Wealth Group
New York
$17.3M -$1.94M -42,012 -10%
PFM
43
Phillips Financial Management
Indiana
$16.2M -$5.18M -111,978 -24%
CA
44
CGN Advisors
Kansas
$15.5M +$14.8M +319,962 +2,387%
MCA
45
Maryland Capital Advisors
Maryland
$15.4M -$3.7M -79,892 -19%
ONST
46
Old North State Trust
North Carolina
$15.2M +$47.6K +1,029 +0.3%
DWA
47
Divergent Wealth Advisors
Utah
$14.4M -$5.63M -121,598 -28%
SPIA
48
Steward Partners Investment Advisory
New York
$14M -$922K -19,920 -6%
CFS
49
Cannon Financial Strategists
Georgia
$13M +$599K +12,949 +5%
BFA
50
Buttonwood Financial Advisors
Maryland
$12.9M +$2.36K +51 +0%