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iShares Core 1-5 Year USD Bond ETF

382 hedge funds and large institutions have $2.87B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 167 increasing their positions, 116 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

44% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 116

6% more funds holding

Funds holding: 359382 (+23)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

1.73% more ownership

Funds ownership: 65.82%67.55% (+1.7%)

5% more capital invested

Capital invested by funds: $2.74B → $2.87B (+$132M)

Holders
382
Holders Change
+23
Holders Change %
+6.41%
% of All Funds
5.03%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.46%
New
53
Increased
167
Reduced
116
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$23.4M -$613K -12,769 -3%
KOC
27
Koss-Olinger Consulting
Florida
$23.2M +$801K +16,696 +4%
FIA
28
FPC Investment Advisory
California
$22M +$863K +17,975 +4%
PAI
29
Pittenger & Anderson Inc
Nebraska
$20.4M +$1.63M +33,997 +9%
BPA
30
Beacon Pointe Advisors
California
$16.4M -$91.4K -1,905 -0.6%
OWA
31
Opal Wealth Advisors
New York
$16.3M +$205K +4,271 +1%
HAIM
32
Hunter Associates Investment Management
Pennsylvania
$16.2M +$1.84M +38,288 +13%
JFGIW
33
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16M -$3.17M -66,098 -17%
CIP
34
Capital Insight Partners
Arizona
$15.2M +$456K +9,501 +3%
WMR
35
Wealth Management Resources
Rhode Island
$14.2M +$4.34M +90,506 +44%
DC
36
Dorval Corp
Minnesota
$13.3M +$523K +10,904 +4%
AA
37
Argent Advisors
Louisiana
$13.2M +$776K +16,163 +6%
OFG
38
Omega Financial Group
California
$12.5M +$994K +20,710 +9%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$11.7M +$575K +11,986 +5%
BWM
40
Boyd Wealth Management
California
$11.7M +$3.99M +83,031 +52%
AWC
41
Abundance Wealth Counselors
Pennsylvania
$11.6M +$14.8K +309 +0.1%
Renaissance Technologies
42
Renaissance Technologies
New York
$10.7M -$789K -16,449 -7%
Creative Planning
43
Creative Planning
Kansas
$10.6M -$380K -7,918 -3%
IF
44
IRON Financial
Illinois
$10.3M +$1.61M +33,589 +18%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$10.2M +$94.9K +1,978 +0.9%
MCWS
46
McKinley Carter Wealth Services
West Virginia
$10.2M +$613K +12,775 +6%
PFM
47
Phillips Financial Management
Indiana
$10.1M -$3.47M -72,353 -26%
LWA
48
Lineweaver Wealth Advisors
Ohio
$9.88M -$2.53M -52,644 -20%
BCI
49
Brinker Capital Investments
Pennsylvania
$9.86M -$1.23M -25,554 -11%
OPS
50
Orion Portfolio Solutions
Nebraska
$9.86M -$1.23M -25,554 -11%