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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
D
101
Dentgroup
Louisiana
$3.58M +$580K +12,087 +19%
RWA
102
Rooted Wealth Advisors
Illinois
$3.42M +$767K +15,972 +29%
OIA
103
OneDigital Investment Advisors
Kansas
$3.31M +$75.9K +1,582 +2%
AF
104
Allworth Financial
California
$3.22M -$21.6K -451 -0.7%
BAAM
105
Baker Avenue Asset Management
California
$3.12M -$48 -1 -0%
EH
106
Equitable Holdings
New York
$2.97M +$390K +8,121 +15%
SI
107
Seeds Investor
New York
$2.9M +$513K +10,682 +21%
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$2.89M +$870K +18,117 +43%
GFG
109
Goldstone Financial Group
Illinois
$2.82M +$140K +2,916 +5%
MFA
110
McClarren Financial Advisors
Pennsylvania
$2.79M +$2.01M +41,934 +255%
PAG
111
Private Advisor Group
New Jersey
$2.73M -$348K -7,255 -11%
SIC
112
Samalin Investment Counsel
New York
$2.69M +$86.9K +1,811 +3%
SVWAG
113
Sound View Wealth Advisors Group
Georgia
$2.6M -$159K -3,322 -6%
ST
114
Smithfield Trust
Pennsylvania
$2.6M
KeyBank National Association
115
KeyBank National Association
Ohio
$2.56M +$2.58M +53,668 New
KAS
116
Kestra Advisory Services
Texas
$2.54M -$4.18K -87 -0.2%
JGCM
117
Joseph Group Capital Management
Ohio
$2.4M +$349K +7,278 +17%
IAG
118
Investment Advisory Group
Massachusetts
$2.35M +$94.7K +1,974 +4%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$2.3M -$8.49K -177 -0.4%
TPW
120
Turn8 Private Wealth
$2.28M +$2.29M +47,795 New
PFS
121
Prospera Financial Services
Texas
$2.27M -$755K -15,728 -25%
WDG
122
Wealth Dimensions Group
Ohio
$2.27M +$23.7K +494 +1%
VA
123
Valmark Advisers
Ohio
$2.23M -$8.59K -179 -0.4%
LWM
124
LJI Wealth Management
Indiana
$2.2M -$1.12M -23,278 -34%
SIM
125
Studio Investment Management
Illinois
$2.17M -$36.3K -757 -2%