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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
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$4.7M +$4.67M +100,835 +27,106%
VC
102
Vicus Capital
Pennsylvania
$4.69M +$651K +14,060 +16%
FCA
103
FinTrust Capital Advisors
South Carolina
$4.6M +$238K +5,136 +5%
UCFA
104
United Capital Financial Advisors
Texas
$4.38M -$346K -7,470 -7%
AO
105
Advisor OS
Illinois
$4.34M -$590K -12,745 -12%
LWM
106
LJI Wealth Management
Indiana
$4.28M +$4.27M +92,266 New
PP
107
PDS Planning
Ohio
$4.12M +$3.44M +74,374 +521%
LFS
108
Lutz Financial Services
Nebraska
$4.07M -$2.96M -64,014 -42%
SWP
109
Summit Wealth Partners
Florida
$3.94M +$397K +8,585 +11%
HAIM
110
Hunter Associates Investment Management
Pennsylvania
$3.88M +$819K +17,707 +27%
CMBA
111
C.M. Bidwell & Associates
Hawaii
$3.86M +$37.2K +805 +1%
SS
112
Sound Stewardship
Kansas
$3.86M +$3.84M +83,077 New
FHB
113
First Hawaiian Bank
Hawaii
$3.84M +$37.2K +805 +1%
AF
114
Allworth Financial
California
$3.83M -$1.68M -36,380 -31%
SVWAG
115
Sound View Wealth Advisors Group
Georgia
$3.78M +$1.4M +30,297 +62%
ST
116
Smithfield Trust
Pennsylvania
$3.7M -$2.44M -52,827 -40%
WDG
117
Wealth Dimensions Group
Ohio
$3.66M -$5.42M -117,119 -60%
AFAS
118
Acorn Financial Advisory Services
Virginia
$3.65M -$1.59M -34,439 -30%
CAG
119
Crestwood Advisors Group
Massachusetts
$3.56M -$2.03M -43,885 -36%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$3.54M -$3.94M -85,135 -53%
HWA
121
HHM Wealth Advisors
Tennessee
$3.53M +$837K +18,091 +31%
WFAG
122
Wescott Financial Advisory Group
Pennsylvania
$3.5M +$1.55M +33,392 +79%
Goldman Sachs
123
Goldman Sachs
New York
$3.5M -$11.5K -249 -0.3%
ASN
124
Advisory Services Network
Georgia
$3.35M +$267K +5,777 +9%
IIC
125
Ironwood Investment Counsel
Arizona
$3.25M +$99.4K +2,149 +3%