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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
DAS
126
Dynamic Advisor Solutions
Arizona
$2.03M +$820K +15,921 +68%
Natixis Advisors
127
Natixis Advisors
Massachusetts
$2.01M +$155K +3,003 +8%
JWCA
128
J.W. Cole Advisors
Florida
$1.96M +$1.95M +37,862 New
AIC
129
Ameritas Investment Company
Nebraska
$1.94M +$1.94M +37,670 New
SIC
130
Samalin Investment Counsel
New York
$1.92M +$194K +3,760 +11%
SC
131
Savant Capital
Illinois
$1.88M -$200K -3,880 -10%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$1.85M +$150K +2,904 +9%
KPWS
133
Kestra Private Wealth Services
Texas
$1.84M +$309K +5,988 +20%
TLFA
134
True Link Financial Advisors
California
$1.78M +$1.77M +34,386 New
MAA
135
Matrix Asset Advisors
New York
$1.76M +$666K +12,931 +61%
OBWG
136
Onyx Bridge Wealth Group
New York
$1.7M +$1.7M +32,999 New
HL
137
HeadInvest LLC
Maine
$1.67M +$1.66M +32,245 New
WDG
138
Wealth Dimensions Group
Ohio
$1.66M +$1.65M +32,094 New
PP
139
PDS Planning
Ohio
$1.63M -$37.6K -729 -2%
VC
140
Vicus Capital
Pennsylvania
$1.6M +$677K +13,131 +74%
AA
141
Argent Advisors
Louisiana
$1.58M +$248K +4,816 +19%
AF
142
AtlasMark Financial
Texas
$1.55M +$152K +2,957 +11%
SVWAG
143
Sound View Wealth Advisors Group
Georgia
$1.55M +$36.5K +709 +2%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$1.46M +$20.8K +404 +1%
HH
145
Hilltop Holdings
Texas
$1.4M -$1.26M -24,529 -48%
SFG
146
Sunburst Financial Group
Alabama
$1.35M +$433K +8,403 +47%
PJSIMP
147
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.35M -$40.3K -782 -3%
EAM
148
Eukles Asset Management
Ohio
$1.31M +$78K +1,513 +6%
JWM
149
JGP Wealth Management
Oregon
$1.3M +$154K +2,985 +13%
RCAG
150
Rehmann Capital Advisory Group
Michigan
$1.28M +$39.7K +771 +3%