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iShares Core 1-5 Year USD Bond ETF

351 hedge funds and large institutions have $3.95B invested in iShares Core 1-5 Year USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 180 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 74

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

18% more capital invested

Capital invested by funds: $3.34B → $3.95B (+$609M)

15% more funds holding in top 10

Funds holding in top 10: 4046 (+6)

3.64% more ownership

Funds ownership: 59.47%63.11% (+3.6%)

3% more funds holding

Funds holding: 340351 (+11)

Holders
351
Holders Change
+11
Holders Change %
+3.24%
% of All Funds
6.14%
Holding in Top 10
46
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15%
% of All Funds
0.81%
New
33
Increased
180
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$15.1M -$5.05M -98,576 -25%
CTB
52
Country Trust Bank
Illinois
$15M
SWP
53
Stratos Wealth Partners
Ohio
$14.7M +$138K +2,691 +0.9%
CL
54
CIM LLC
New York
$14.3M +$2.35M +45,937 +20%
AWS
55
AJ Wealth Strategies
New York
$13.8M +$4.61M +89,980 +50%
PAI
56
Pittenger & Anderson Inc
Nebraska
$13.7M +$1.85M +36,134 +16%
OBWG
57
Onyx Bridge Wealth Group
New York
$13.2M +$11.6M +227,057 +703%
Creative Planning
58
Creative Planning
Kansas
$13M +$11.2M +218,003 +594%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$12.9M +$1.9M +37,024 +17%
CFS
60
Cannon Financial Strategists
Georgia
$12.8M +$619K +12,071 +5%
OFG
61
Omega Financial Group
California
$12.7M +$686K +13,392 +6%
HI
62
Harbour Investments
Wisconsin
$12.4M +$960K +18,739 +8%
SPC
63
Sigma Planning Corp
Michigan
$11.7M +$229K +4,469 +2%
CFA
64
Carroll Financial Associates
North Carolina
$11.7M +$1.56M +30,534 +15%
LWA
65
LWS Wealth Advisors
New Jersey
$11.6M -$3.54K -69 -0%
NS
66
Newman & Schimel
Illinois
$11.4M +$2.09M +40,773 +22%
AFG
67
Arkansas Financial Group
Arkansas
$11.1M +$83.1K +1,622 +0.7%
MMA
68
Miracle Mile Advisors
California
$11.1M +$11.1M +217,511 New
SWP
69
ShoreHaven Wealth Partners
New Jersey
$11M +$1.01M +19,748 +10%
IIC
70
Ironwood Investment Counsel
Arizona
$10.6M +$2.27M +44,213 +27%
CWM
71
Cranbrook Wealth Management
Michigan
$10.5M +$714K +13,930 +7%
BAAM
72
Baker Avenue Asset Management
California
$10.4M +$14.3K +279 +0.1%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$10.3M -$613K -11,969 -6%
WWM
74
Windsor Wealth Management
Indiana
$10.2M -$47.3K -923 -0.5%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$10.2M +$188K +3,667 +2%