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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
CFD
76
Creative Financial Designs
Indiana
$10.1M +$871K +17,006 +9%
OMC
77
Old Mission Capital
Illinois
$9.69M +$7.16M +139,814 +280%
MWC
78
MBM Wealth Consultants
Missouri
$9.35M +$476K +9,282 +5%
BWM
79
BCGM Wealth Management
Indiana
$9.2M +$288K +5,620 +3%
MW
80
MBL Wealth
North Carolina
$9.13M +$9.16M +178,683 New
SIAM
81
Sterling Investment Advisors (Missouri)
Missouri
$8.96M +$574K +11,203 +7%
CPSC
82
Carl P. Sherr & Co
Massachusetts
$8.79M +$61.4K +1,199 +0.7%
MA
83
Mutual Advisors
Nebraska
$8.66M -$3.33M -65,046 -28%
PP
84
Palladium Partners
Virginia
$8.64M +$65.1K +1,270 +0.8%
CAN
85
Cetera Advisor Networks
California
$8.53M +$57.6K +1,124 +0.7%
Truist Financial
86
Truist Financial
North Carolina
$8.38M +$2.08M +40,518 +33%
WA
87
Wealthstar Advisors
Texas
$7.91M -$71.6K -1,397 -0.9%
BWM
88
BerganKDV Wealth Management
Minnesota
$7.84M +$7.87M +153,537 +213,246%
IWC
89
Integrated Wealth Concepts
Massachusetts
$7.61M -$4.37M -85,353 -36%
PFT
90
Providence First Trust
Arizona
$7.35M +$511K +9,975 +7%
CWM
91
Cahaba Wealth Management
Georgia
$7.16M -$85K -1,658 -1%
DI
92
DAGCO Inc
Ohio
$7.1M +$3.16M +61,578 +80%
HighTower Advisors
93
HighTower Advisors
Illinois
$6.55M +$226K +4,406 +4%
RJT
94
Raymond James Trust
Florida
$6.46M +$363K +7,086 +6%
MAFM
95
Mid Atlantic Financial Management
Pennsylvania
$6.29M -$51.7K -1,009 -0.8%
BCI
96
Brinker Capital Investments
Pennsylvania
$6.07M
CI
97
Conning Inc
Connecticut
$5.96M +$5.98M +116,685 New
RWP
98
Ridgecrest Wealth Partners
California
$5.87M +$1.7M +33,095 +40%
UCFA
99
United Capital Financial Advisors
Texas
$5.81M +$77K +1,502 +1%
BA
100
Bellwether Advisors
Nebraska
$5.79M -$104K -2,036 -2%