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iShares Core 1-5 Year USD Bond ETF

313 hedge funds and large institutions have $2.89B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 136 increasing their positions, 71 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 24

92% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 71

20% more funds holding in top 10

Funds holding in top 10: 2530 (+5)

15% more funds holding

Funds holding: 273313 (+40)

7% more capital invested

Capital invested by funds: $2.7B → $2.89B (+$197M)

1.89% more ownership

Funds ownership: 58.44%60.33% (+1.9%)

Holders
313
Holders Change
+40
Holders Change %
+14.65%
% of All Funds
5.54%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.53%
New
66
Increased
136
Reduced
71
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPB
101
First PREMIER Bank
South Dakota
$3.16M -$246K -4,776 -7%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$3.13M +$71.7K +1,392 +2%
AWS
103
AJ Wealth Strategies
New York
$3.11M +$360K +6,994 +13%
HWA
104
HHM Wealth Advisors
Tennessee
$3.09M +$86.9K +1,686 +3%
KAS
105
Kestra Advisory Services
Texas
$3M +$675K +13,097 +29%
CCG
106
Cypress Capital Group
Florida
$2.86M +$549K +10,650 +24%
WIA
107
World Investment Advisors
California
$2.8M +$2.59M +50,344 +1,251%
MAG
108
MRA Advisory Group
New Jersey
$2.8M +$2.8M +54,306 New
GPA
109
Guidance Point Advisors
Massachusetts
$2.75M +$124K +2,406 +5%
AWC
110
Abundance Wealth Counselors
Pennsylvania
$2.5M -$3.99M -77,483 -62%
WIA
111
Wealthstreet Investment Advisors
Texas
$2.48M -$30.9K -600 -1%
NL
112
NWAM LLC
Washington
$2.46M -$319K -6,197 -12%
Goldman Sachs
113
Goldman Sachs
New York
$2.45M
SWMG
114
Strategic Wealth Management Group
Maryland
$2.37M -$17.7K -344 -0.7%
WANY
115
Wealthspire Advisors (New York)
New York
$2.33M +$2.33M +45,171 New
PAG
116
Private Advisor Group
New Jersey
$2.28M -$6.81M -132,161 -75%
LWAC
117
Laurel Wealth Advisors (California)
California
$2.27M -$6.45M -125,106 -74%
RIM
118
Rockbridge Investment Management
New York
$2.24M +$1.77M +34,314 +379%
CCA
119
Column Capital Advisors
Indiana
$2.23M -$102K -1,983 -4%
LFF
120
Level Four Financial
Texas
$2.21M +$2.21M +42,878 New
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$2.16M +$427K +8,281 +25%
Creative Planning
122
Creative Planning
Kansas
$2.16M +$1.92M +37,320 +828%
LPT
123
Legacy Private Trust
Wisconsin
$2.14M +$709K +13,771 +50%
SAM
124
Shone Asset Management
California
$2.08M +$37.5K +728 +2%
VNA
125
Valley National Advisers
Pennsylvania
$2.04M -$327K -6,349 -14%