We are live on ! Find out more
ISTB icon

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
Citigroup
176
Citigroup
New York
$823K -$369K -7,160 -31%
RMDI
177
R.M. Davis Inc
Maine
$821K +$348K +6,755 +74%
RA
178
RFG Advisory
Alabama
$811K +$232K +4,498 +40%
RCA
179
Rowland Carmichael Advisors
Arizona
$806K -$1.93M -37,377 -71%
SFG
180
StrategIQ Financial Group
Indiana
$793K -$16.6K -323 -2%
MI
181
Moneywise Inc
Virginia
$791K +$1.6K +31 +0.2%
ACA
182
Ackerman Capital Advisors
Texas
$790K -$501K -9,717 -39%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$756K +$629K +12,205 +502%
EIA
184
Eldridge Investment Advisors
New Hampshire
$724K +$723K +14,027 New
WP
185
WealthPLAN Partners
Nebraska
$653K +$652K +12,646 New
ANTB
186
AMG National Trust Bank
Colorado
$647K +$646K +12,536 New
CA
187
Cetera Advisors
Colorado
$628K -$205K -3,988 -25%
VC
188
Veracity Capital
Georgia
$618K -$961K -18,652 -61%
SS
189
Sunbelt Securities
Texas
$610K +$609K +11,820 New
HB
190
Homrich & Berg
Georgia
$596K -$12.9K -250 -2%
FHC
191
First Heartland Consultants
Missouri
$589K +$1.96K +38 +0.3%
PWS
192
Paragon Wealth Strategies
Florida
$574K +$572K +11,109 New
SAM
193
Summit Asset Management
Tennessee
$513K +$304K +5,904 +147%
TAM
194
Tocqueville Asset Management
New York
$485K
BOPW
195
Brandywine Oak Private Wealth
Pennsylvania
$478K +$1.75K +34 +0.4%
CIA
196
Choate Investment Advisors
Massachusetts
$443K
WFM
197
Wolff Financial Management
Michigan
$405K -$11.9K -231 -3%
QCIG
198
Quad-Cities Investment Group
Iowa
$403K -$136K -2,634 -25%
OCM
199
Osterweis Capital Management
California
$399K
CPIA
200
Cornell Pochily Investment Advisors
New York
$398K +$109K +2,123 +38%