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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
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$5.62M +$1.17M +22,839 +26%
KPWS
102
Kestra Private Wealth Services
Texas
$5.57M +$3.69M +71,944 +194%
CCG
103
Cypress Capital Group
Florida
$5.34M +$967K +18,871 +22%
FF
104
FourThought Financial
Florida
$5.3M +$653K +12,739 +14%
F
105
F3Logic
Minnesota
$5.22M -$11.8K -230 -0.2%
WA
106
Wilshire Advisors
California
$5.2M +$5.22M +101,857 New
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$5.08M +$553K +10,800 +12%
TCM
108
TD Capital Management
Tennessee
$5.03M +$2.98M +58,190 +144%
CWP
109
Corepath Wealth Partners
Arizona
$4.83M +$147K +2,865 +3%
BPA
110
Beacon Pointe Advisors
California
$4.83M +$4.26M +83,173 +733%
BWM
111
Birchcreek Wealth Management
Ohio
$4.79M +$151K +2,942 +3%
MFS
112
Madrona Financial Services
Washington
$4.72M +$231K +4,514 +5%
RIM
113
Rockbridge Investment Management
New York
$4.58M +$565K +11,017 +14%
KFGK
114
Keystone Financial Group (Kentucky)
Kentucky
$4.52M +$666K +13,006 +17%
Jane Street
115
Jane Street
New York
$4.51M +$3.45M +67,242 +320%
PBO
116
Peoples Bank (Ohio)
Ohio
$4.3M -$340K -6,643 -7%
AO
117
Advisor OS
Illinois
$4.25M +$4.27M +83,236 New
WANY
118
Wealthspire Advisors (New York)
New York
$4.2M +$2.1M +40,908 +99%
SWP
119
Summit Wealth Partners
Florida
$4.12M +$98.7K +1,926 +2%
CMBA
120
C.M. Bidwell & Associates
Hawaii
$4.12M +$332K +6,485 +9%
FHB
121
First Hawaiian Bank
Hawaii
$4.12M +$332K +6,485 +9%
COCM
122
Charter Oak Capital Management
New Hampshire
$4.09M +$315K +6,153 +8%
GSIS
123
Global Strategic Investment Solutions
Arizona
$3.84M
LFF
124
Level Four Financial
Texas
$3.77M -$41.5K -809 -1%
MCWS
125
McKinley Carter Wealth Services
West Virginia
$3.76M +$433K +8,455 +13%