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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
FPAS
126
Focus Partners Advisor Solutions
Missouri
$2.12M +$23.7K +494 +1%
PP
127
PDS Planning
Ohio
$2.08M +$9.41K +196 +0.5%
RIM
128
Rockbridge Investment Management
New York
$2.03M -$90.2K -1,880 -4%
CHC
129
City Holding Co
West Virginia
$2.02M +$25.3K +528 +1%
TFP
130
TrueWealth Financial Partners
Washington
$2M -$17.6K -367 -0.9%
COCM
131
Charter Oak Capital Management
New Hampshire
$1.91M -$82.3K -1,715 -4%
Betterment LLC
132
Betterment LLC
New York
$1.9M +$26K +541 +1%
RWPA
133
Richard W. Paul & Associates
Michigan
$1.88M +$57.3K +1,194 +3%
EFH
134
Eaton Financial Holdings
Florida
$1.86M +$1.16M +24,247 +165%
NA
135
NewEdge Advisors
Louisiana
$1.85M +$649K +13,514 +54%
HFW
136
Horizon Family Wealth
Illinois
$1.82M +$223K +4,642 +14%
AC
137
Apella Capital
Connecticut
$1.81M +$1.82M +37,905 New
CM
138
Columbus Macro
Pennsylvania
$1.81M +$110K +2,298 +6%
WANY
139
Wealthspire Advisors (New York)
New York
$1.77M -$311K -6,477 -15%
SHIM
140
Stone House Investment Management
Pennsylvania
$1.67M -$209K -4,352 -11%
MA
141
MKT Advisors
California
$1.62M +$218K +4,532 +15%
OC
142
Oarsman Capital
Wisconsin
$1.6M +$187K +3,891 +13%
IIC
143
Ironwood Investment Counsel
Arizona
$1.57M +$17.6K +366 +1%
RWM
144
Rialto Wealth Management
New York
$1.56M +$1.57M +32,650 New
HWA
145
HHM Wealth Advisors
Tennessee
$1.55M -$72.4K -1,509 -4%
RSF
146
Rik Saylor Financial
Ohio
$1.55M +$1.56M +32,515 New
KFP
147
KMG Fiduciary Partners
Ohio
$1.55M -$109K -2,274 -7%
FA
148
FC Advisory
Pennsylvania
$1.49M +$11.7K +244 +0.8%
Focus Partners Wealth
149
Focus Partners Wealth
Massachusetts
$1.49M +$752K +15,678 +101%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$1.49M +$56.3K +1,173 +4%