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iShares Core 1-5 Year USD Bond ETF

359 hedge funds and large institutions have $2.74B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 154 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 127

18% more funds holding in top 10

Funds holding in top 10: 2833 (+5)

2% more capital invested

Capital invested by funds: $2.68B → $2.74B (+$58.6M)

0.05% more ownership

Funds ownership: 65.77%65.82% (+0.05%)

3% less funds holding

Funds holding: 370359 (-11)

26% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 31

Holders
359
Holders Change
-11
Holders Change %
-2.97%
% of All Funds
5.16%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.47%
New
23
Increased
154
Reduced
127
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
76
Corepath Wealth Partners
Arizona
$5.7M +$192K +3,983 +3%
JWM
77
JGP Wealth Management
Oregon
$5.55M +$113K +2,343 +2%
KPWG
78
KFA Private Wealth Group
Virginia
$5.54M +$3.04M +63,130 +125%
FWM
79
Fonville Wealth Management
Virginia
$5.24M +$116K +2,406 +2%
BEAM
80
Baker Ellis Asset Management
Washington
$5.08M +$202K +4,200 +4%
FG
81
Fiduciary Group
Georgia
$4.67M -$1.92M -39,989 -29%
MG
82
Mather Group
Illinois
$4.62M -$384K -7,986 -8%
TCM
83
TD Capital Management
Tennessee
$4.51M -$250K -5,193 -5%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$4.42M +$11.4K +236 +0.3%
LFS
85
Lutz Financial Services
Nebraska
$4.41M +$389K +8,079 +10%
CMBA
86
C.M. Bidwell & Associates
Hawaii
$4.4M +$39.9K +830 +0.9%
FHB
87
First Hawaiian Bank
Hawaii
$4.25M +$39.9K +830 +1%
BWM
88
BCGM Wealth Management
Indiana
$3.97M +$136K +2,818 +4%
EIA
89
Eldridge Investment Advisors
New Hampshire
$3.91M +$913K +18,966 +31%
CFS
90
Cannon Financial Strategists
Georgia
$3.91M -$10.1K -209 -0.3%
Goldman Sachs
91
Goldman Sachs
New York
$3.87M +$252K +5,246 +7%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$3.84M +$168K +3,485 +5%
PS
93
Principal Securities
Iowa
$3.84M +$392K +8,152 +12%
AF
94
AtlasMark Financial
Texas
$3.82M +$3.77M +78,420 New
SWP
95
Summit Wealth Partners
Florida
$3.75M -$29.8K -619 -0.8%
PBO
96
Peoples Bank (Ohio)
Ohio
$3.71M -$92.5K -1,922 -2%
Citadel Advisors
97
Citadel Advisors
Florida
$3.62M -$635K -13,194 -15%
Natixis Advisors
98
Natixis Advisors
Massachusetts
$3.62M +$426K +8,841 +14%
LWM
99
LJI Wealth Management
Indiana
$3.38M -$64K -1,329 -2%
AF
100
Allworth Financial
California
$3.3M +$476K +9,887 +17%