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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
Creative Planning
51
Creative Planning
Kansas
$12.8M -$2.27M -49,028 -15%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$12.4M +$290K +6,267 +2%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$12.3M +$3.33M +72,006 +37%
HI
54
Harbour Investments
Wisconsin
$11.6M -$1.43M -30,844 -11%
BWM
55
Boyd Wealth Management
California
$11.3M +$563K +12,170 +5%
PAI
56
Pittenger & Anderson Inc
Nebraska
$11.3M -$347K -7,490 -3%
AWC
57
Abundance Wealth Counselors
Pennsylvania
$11.2M +$10.9M +234,680 +3,746%
SFP
58
Strategic Financial Partners
Oregon
$11.1M +$8.91M +192,628 +423%
LWA
59
LWS Wealth Advisors
New Jersey
$10.8M +$113K +2,436 +1%
Cerity Partners
60
Cerity Partners
New York
$10.8M +$1.71M +36,983 +19%
FSWA
61
Financial Synergies Wealth Advisors
Texas
$10.6M +$108K +2,342 +1%
EK
62
Evensky & Katz
Florida
$10.5M +$10.1M +218,677 +3,378%
OFG
63
Omega Financial Group
California
$10.4M -$752K -16,246 -7%
PAG
64
Private Advisor Group
New Jersey
$10.4M +$463K +10,016 +4%
ICG
65
InterOcean Capital Group
Tennessee
$10M +$7.66M +165,483 +327%
SPC
66
Sigma Planning Corp
Michigan
$9.96M -$902K -19,492 -8%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$9.17M -$148K -3,202 -2%
AFG
68
Arkansas Financial Group
Arkansas
$8.83M -$1.83M -39,523 -17%
CW
69
Connectus Wealth
Ohio
$8.65M +$862K +18,629 New
Truist Financial
70
Truist Financial
North Carolina
$8.32M +$488K +10,552 +6%
FG
71
Fiduciary Group
Georgia
$8.28M -$3.55M -76,796 -30%
CWM
72
Cranbrook Wealth Management
Michigan
$8.24M -$2.11M -45,598 -20%
CAN
73
Cetera Advisor Networks
California
$7.9M +$3.93M +84,880 +100%
BFA
74
Bluestem Financial Advisors
Illinois
$7.7M +$3.27M +70,780 +75%
WWM
75
Windsor Wealth Management
Indiana
$7.55M -$113K -2,443 -1%