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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
OIA
101
OneDigital Investment Advisors
Kansas
$3.3M -$160K -3,331 -5%
Corient Private Wealth
102
Corient Private Wealth
Florida
$3.24M -$3.35M -69,573 -51%
BAAM
103
Baker Avenue Asset Management
California
$3.18M -$140K -2,906 -4%
PAG
104
Private Advisor Group
New Jersey
$3.14M +$89.2K +1,854 +3%
PFS
105
Prospera Financial Services
Texas
$3.08M +$246K +5,106 +9%
D
106
Dentgroup
Louisiana
$3.06M +$1.78M +36,927 +143%
SVWAG
107
Sound View Wealth Advisors Group
Georgia
$2.81M +$102K +2,121 +4%
LPT
108
Legacy Private Trust
Wisconsin
$2.81M -$140K -2,908 -5%
GFG
109
Goldstone Financial Group
Illinois
$2.73M -$698K -14,511 -21%
RWA
110
Rooted Wealth Advisors
Illinois
$2.68M -$2.95M -61,210 -52%
SIC
111
Samalin Investment Counsel
New York
$2.65M +$66.1K +1,374 +3%
ST
112
Smithfield Trust
Pennsylvania
$2.64M -$495K -10,289 -16%
EH
113
Equitable Holdings
New York
$2.63M +$142K +2,956 +6%
KAS
114
Kestra Advisory Services
Texas
$2.59M -$43.2K -898 -2%
SI
115
Seeds Investor
New York
$2.44M +$1.1M +22,858 +84%
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$2.35M -$10.3K -215 -0.4%
IAG
117
Investment Advisory Group
Massachusetts
$2.3M +$39.4K +819 +2%
WDG
118
Wealth Dimensions Group
Ohio
$2.29M -$7.03K -146 -0.3%
VA
119
Valmark Advisers
Ohio
$2.28M -$36.1K -749 -2%
SIM
120
Studio Investment Management
Illinois
$2.25M -$233K -4,837 -9%
RIM
121
Rockbridge Investment Management
New York
$2.16M -$327K -6,791 -13%
FPAS
122
Focus Partners Advisor Solutions
Missouri
$2.14M +$2.26K +47 +0.1%
WANY
123
Wealthspire Advisors (New York)
New York
$2.12M -$399K -8,282 -16%
PP
124
PDS Planning
Ohio
$2.11M +$20.6K +428 +1%
JGCM
125
Joseph Group Capital Management
Ohio
$2.1M -$14.9K -310 -0.7%