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iShares Core 1-5 Year USD Bond ETF

382 hedge funds and large institutions have $2.87B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 167 increasing their positions, 116 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

44% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 116

6% more funds holding

Funds holding: 359382 (+23)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

1.73% more ownership

Funds ownership: 65.82%67.55% (+1.7%)

5% more capital invested

Capital invested by funds: $2.74B → $2.87B (+$132M)

Holders
382
Holders Change
+23
Holders Change %
+6.41%
% of All Funds
5.03%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.46%
New
53
Increased
167
Reduced
116
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
MJP Associates
Connecticut
$6.12M +$208K +4,339 +4%
JWM
77
JGP Wealth Management
Oregon
$5.76M +$318K +6,630 +6%
CWP
78
Corepath Wealth Partners
Arizona
$5.74M +$110K +2,286 +2%
SPIA
79
Steward Partners Investment Advisory
New York
$5.59M -$35K -730 -0.6%
SFP
80
Strategic Financial Partners
Oregon
$5.45M +$5.1M +106,279 +1,348%
BFA
81
Bluestem Financial Advisors
Illinois
$5.35M -$599K -12,489 -10%
BEAM
82
Baker Ellis Asset Management
Washington
$5.14M +$149K +3,103 +3%
EIA
83
Eldridge Investment Advisors
New Hampshire
$4.59M +$744K +15,495 +19%
CMBA
84
C.M. Bidwell & Associates
Hawaii
$4.59M +$265K +5,518 +6%
PS
85
Principal Securities
Iowa
$4.54M +$778K +16,211 +21%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$4.52M +$178K +3,701 +4%
MG
87
Mather Group
Illinois
$4.46M -$75.7K -1,578 -2%
LFS
88
Lutz Financial Services
Nebraska
$4.33M +$10.1K +210 +0.2%
FHB
89
First Hawaiian Bank
Hawaii
$4.23M +$55.4K +1,155 +1%
FG
90
Fiduciary Group
Georgia
$4.11M -$478K -9,955 -10%
BWM
91
BCGM Wealth Management
Indiana
$4.01M +$109K +2,265 +3%
CFS
92
Cannon Financial Strategists
Georgia
$4M +$162K +3,385 +4%
Natixis Advisors
93
Natixis Advisors
Massachusetts
$3.99M +$442K +9,209 +12%
TCM
94
TD Capital Management
Tennessee
$3.94M -$486K -10,117 -11%
Goldman Sachs
95
Goldman Sachs
New York
$3.93M +$133K +2,764 +3%
AF
96
AtlasMark Financial
Texas
$3.77M +$23.8K +496 +0.6%
PBO
97
Peoples Bank (Ohio)
Ohio
$3.72M +$79.2K +1,651 +2%
SWP
98
Summit Wealth Partners
Florida
$3.67M -$8.26K -172 -0.2%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$3.62M -$153K -3,182 -4%
LPT
100
Legacy Private Trust
Wisconsin
$3.59M +$839K +17,476 +30%