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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
Stifel Financial
151
Stifel Financial
Missouri
$1.42M +$262K +5,435 +23%
HIF
152
Hill Island Financial
Michigan
$1.41M -$6.21K -129 -0.4%
OC
153
Oppenheimer & Co
New York
$1.4M +$180K +3,747 +15%
CA
154
Cambridge Associates
Massachusetts
$1.37M -$913K -18,967 -40%
ACA
155
Aptus Capital Advisors
Alabama
$1.36M +$1.34M +27,846 New
SFG
156
Sunburst Financial Group
Alabama
$1.36M -$26.7K -555 -2%
DWG
157
Darden Wealth Group
Michigan
$1.35M +$7.51K +156 +0.6%
FPB
158
First PREMIER Bank
South Dakota
$1.34M +$53K +1,102 +4%
NL
159
NWAM LLC
Washington
$1.33M +$1.32M +27,357 New
BA
160
Bellwether Advisors
Nebraska
$1.3M +$15.3K +318 +1%
LGG
161
Luts & Greenleigh Group
Maryland
$1.26M +$14K +291 +1%
Focus Partners Wealth
162
Focus Partners Wealth
Massachusetts
$1.24M -$10.4M -215,862 -93%
NA
163
NewEdge Advisors
Louisiana
$1.22M -$180K -3,730 -13%
BTI
164
Blue Trust Inc
Georgia
$1.22M -$140K -2,916 -10%
PSCM
165
Per Stirling Capital Management
Texas
$1.2M +$120K +2,500 +11%
SF
166
Summit Financial
New Jersey
$1.1M -$630K -13,084 -37%
MA
167
Mutual Advisors
Nebraska
$1.1M -$1.2M -24,920 -52%
VC
168
Vicus Capital
Pennsylvania
$1.06M -$78.8K -1,638 -7%
GRP
169
Global Retirement Partners
California
$1.05M -$24.1K -500 -2%
ASN
170
Advisory Services Network
Georgia
$1.05M
SSWM
171
Sheets Smith Wealth Management
North Carolina
$1.03M +$79.7K +1,655 +8%
DFG
172
Delta Financial Group
New Jersey
$1.02M -$66.6K -1,383 -6%
MMA
173
Miracle Mile Advisors
California
$1.02M -$4.25M -88,352 -81%
WWM
174
Western Wealth Management
Colorado
$983K -$74.1K -1,539 -7%
HL
175
HeadInvest LLC
Maine
$979K