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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
WTB
151
Washington Trust Bank
Washington
$1.26M +$3.5K +68 +0.3%
WP
152
WealthSource Partners
California
$1.23M +$535K +10,388 +77%
OIA
153
OneDigital Investment Advisors
Kansas
$1.16M +$220K +4,267 +23%
WWM
154
Western Wealth Management
Colorado
$1.13M +$7.63K +148 +0.7%
FTUS
155
Flow Traders U.S.
New York
$1.13M +$1.12M +21,834 New
NIC
156
Northwest Investment Counselors
Oregon
$1.11M -$24.7K -480 -2%
Deutsche Bank
157
Deutsche Bank
Germany
$1.09M +$554K +10,750 +104%
LF
158
Lee Financial
Texas
$1.09M -$721 -14 -0.1%
QCM
159
Quest Capital Management
Texas
$1.08M +$16.5K +321 +2%
NCM
160
Northwest Capital Management
Oregon
$1.05M +$46K +893 +5%
William Blair & Company
161
William Blair & Company
Illinois
$1.04M -$21.4K -416 -2%
AFAS
162
Acorn Financial Advisory Services
Virginia
$1.01M +$380K +7,385 +60%
WWS
163
Wellington Wealth Strategies
Indiana
$1.01M +$1.09M +21,181 New
Stifel Financial
164
Stifel Financial
Missouri
$987K -$12.9K -250 -1%
PWM
165
PBMares Wealth Management
Virginia
$976K +$18.8K +365 +2%
WFAG
166
Wescott Financial Advisory Group
Pennsylvania
$970K +$968K +18,785 New
IF
167
IRON Financial
Illinois
$951K -$180K -3,502 -16%
BFA
168
Beacon Financial Advisory
Ohio
$908K +$266K +5,171 +42%
VFIC
169
Valley Forge Investment Consultants
Pennsylvania
$901K +$899K +17,444 New
EWA
170
Exencial Wealth Advisors
Oklahoma
$883K -$50.8K -986 -5%
WCM
171
Whitener Capital Management
North Carolina
$863K -$20.6K -400 -2%
CIBC World Market
172
CIBC World Market
Ontario, Canada
$844K +$152K +2,941 +22%
SAM
173
Synergy Asset Management
Washington
$831K +$829K +16,100 New
MAWCM
174
Mine & Arao Wealth Creation & Management
California
$828K +$2.27K +44 +0.3%
OIA
175
Optimum Investment Advisors
Illinois
$824K +$144K +2,800 +21%