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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
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$2.07M -$426K -8,854 -17%
TFP
127
TrueWealth Financial Partners
Washington
$2.06M +$41K +851 +2%
CHC
128
City Holding Co
West Virginia
$2.03M -$56K -1,163 -3%
COCM
129
Charter Oak Capital Management
New Hampshire
$2.03M +$27.1K +562 +1%
SHIM
130
Stone House Investment Management
Pennsylvania
$1.91M +$57.7K +1,199 +3%
Betterment LLC
131
Betterment LLC
New York
$1.91M +$25.2K +524 +1%
RWPA
132
Richard W. Paul & Associates
Michigan
$1.86M +$59.6K +1,239 +3%
CM
133
Columbus Macro
Pennsylvania
$1.72M +$49.5K +1,029 +3%
KFP
134
KMG Fiduciary Partners
Ohio
$1.69M +$1.59K +33 +0.1%
HWA
135
HHM Wealth Advisors
Tennessee
$1.66M -$68.7K -1,427 -4%
EFS
136
Essex Financial Services
Connecticut
$1.65M -$18.8K -390 -1%
HFW
137
Horizon Family Wealth
Illinois
$1.63M +$32.7K +680 +2%
IIC
138
Ironwood Investment Counsel
Arizona
$1.58M -$167K -3,478 -10%
Cerity Partners
139
Cerity Partners
New York
$1.57M -$26M -540,439 -94%
JWCA
140
J.W. Cole Advisors
Florida
$1.54M -$15.2K -316 -1%
EAM
141
Eukles Asset Management
Ohio
$1.54M +$128K +2,666 +9%
Jane Street
142
Jane Street
New York
$1.52M -$14M -290,235 -90%
FA
143
FC Advisory
Pennsylvania
$1.51M +$107K +2,213 +8%
HI
144
Harbour Investments
Wisconsin
$1.5M -$94.3K -1,960 -6%
Baird Financial Group
145
Baird Financial Group
Wisconsin
$1.49M +$27K +561 +2%
RK
146
Rather & Kittrell
Tennessee
$1.48M +$140K +2,899 +11%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$1.46M +$6.55K +136 +0.5%
VFPW
148
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.46M -$3.59M -74,574 -71%
OC
149
Oarsman Capital
Wisconsin
$1.44M +$148K +3,082 +12%
MA
150
MKT Advisors
California
$1.42M +$175K +3,642 +14%