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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
BPA
76
Beacon Pointe Advisors
California
$7.46M -$229K -4,949 -3%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$7.33M -$201K -4,353 -3%
MML Investors Services
78
MML Investors Services
Massachusetts
$7.33M +$150K +3,234 +2%
PWMG
79
Pinnacle Wealth Management Group
Michigan
$7.32M +$52.4K +1,132 +0.7%
BWM
80
BerganKDV Wealth Management
Minnesota
$7.05M -$644K -13,912 -8%
FFS
81
Founders Financial Securities
Maryland
$7.02M +$1.11M +24,094 +19%
HI
82
Horizon Investments
North Carolina
$7M +$1.15M +24,885 +20%
SGI
83
Summit Global Investments
Utah
$6.71M +$570K +12,316 +9%
CWP
84
Corepath Wealth Partners
Arizona
$6.56M +$146K +3,164 +2%
AF
85
Advisornet Financial
Minnesota
$6.34M +$346K +7,479 +6%
CPSC
86
Carl P. Sherr & Co
Massachusetts
$6.11M -$2.39M -51,664 -28%
PFT
87
Providence First Trust
Arizona
$6.04M -$238K -5,143 -4%
BBWP
88
Beacon Bridge Wealth Partners
Pennsylvania
$6.01M +$5.99M +129,439 New
APP
89
Avantax Planning Partners
Iowa
$5.99M -$281K -6,068 -4%
SIM
90
Studio Investment Management
Illinois
$5.76M +$2.87M +62,051 +100%
SIAM
91
Sterling Investment Advisors (Missouri)
Missouri
$5.5M +$304K +6,575 +6%
BWM
92
BCGM Wealth Management
Indiana
$5.48M +$5.28K +114 +0.1%
MG
93
Mather Group
Illinois
$5.35M +$187K +4,037 +4%
SHIM
94
Stone House Investment Management
Pennsylvania
$5.34M +$27.9K +602 +0.5%
NFP
95
NorthLanding Financial Partners
New York
$5.19M +$243K +5,247 +5%
AWS
96
Atria Wealth Solutions
New York
$5.17M +$1.68M +36,237 +48%
PBO
97
Peoples Bank (Ohio)
Ohio
$5.04M +$5.02M +108,529 New
MA
98
Mutual Advisors
Nebraska
$4.93M +$1.36M +29,489 +38%
MCWS
99
McKinley Carter Wealth Services
West Virginia
$4.87M -$278K -6,002 -5%
EH
100
Equitable Holdings
New York
$4.77M +$211K +4,570 +5%