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iShares Core 1-5 Year USD Bond ETF

351 hedge funds and large institutions have $3.95B invested in iShares Core 1-5 Year USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 180 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 74

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

18% more capital invested

Capital invested by funds: $3.34B → $3.95B (+$609M)

15% more funds holding in top 10

Funds holding in top 10: 4046 (+6)

3.64% more ownership

Funds ownership: 59.47%63.11% (+3.6%)

3% more funds holding

Funds holding: 340351 (+11)

Holders
351
Holders Change
+11
Holders Change %
+3.24%
% of All Funds
6.14%
Holding in Top 10
46
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15%
% of All Funds
0.81%
New
33
Increased
180
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
151
Orion Portfolio Solutions
Nebraska
$1.95M +$1.68M +32,842 +620%
Goldman Sachs
152
Goldman Sachs
New York
$1.92M +$24.3K +475 +1%
HL
153
HeadInvest LLC
Maine
$1.92M +$233K +4,540 +14%
AF
154
AtlasMark Financial
Texas
$1.84M +$96.2K +1,878 +5%
NL
155
NWAM LLC
Washington
$1.8M -$163K -3,188 -8%
Wealth Enhancement Advisory Services
156
Wealth Enhancement Advisory Services
Minnesota
$1.77M +$169K +3,295 +10%
PA
157
PFG Advisors
Arizona
$1.73M +$1.74M +33,935 New
FPB
158
First PREMIER Bank
South Dakota
$1.68M -$201K -3,930 -11%
VC
159
Vicus Capital
Pennsylvania
$1.67M -$154 -3 -0%
BRWM
160
B. Riley Wealth Management
Tennessee
$1.64M +$120K +2,350 +8%
WIA
161
World Investment Advisors
California
$1.64M -$336K -6,551 -17%
WDG
162
Wealth Dimensions Group
Ohio
$1.62M
SIAG
163
Safeguard Investment Advisory Group
California
$1.59M +$888K +17,338 +126%
SC
164
Savant Capital
Illinois
$1.56M -$64.5K -1,258 -4%
LPT
165
Legacy Private Trust
Wisconsin
$1.54M -$691K -13,481 -31%
SAMC
166
Spectrum Asset Management (California)
California
$1.54M -$922K -17,983 -37%
IF
167
Intrua Financial
Texas
$1.53M +$10.4K +202 +0.7%
Natixis Advisors
168
Natixis Advisors
Massachusetts
$1.5M -$157K -3,059 -9%
VNA
169
Valley National Advisers
Pennsylvania
$1.48M -$15K -292 -1%
CCA
170
Column Capital Advisors
Indiana
$1.46M -$605K -11,807 -29%
PP
171
PDS Planning
Ohio
$1.38M -$6.1K -119 -0.4%
HH
172
Hilltop Holdings
Texas
$1.37M +$547K +10,670 +66%
SWM
173
Spire Wealth Management
Virginia
$1.36M +$51 +1 +0%
EAM
174
Eukles Asset Management
Ohio
$1.34M +$83.6K +1,632 +7%
OIA
175
OneDigital Investment Advisors
Kansas
$1.32M +$195K +3,800 +17%