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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
CWM
176
Cornerstone Wealth Management
Missouri
$1.29M +$1.29M +25,188 New
WTB
177
Washington Trust Bank
Washington
$1.28M
PIM
178
Provident Investment Management
Michigan
$1.28M +$692K +13,497 +116%
ISL
179
Ingalls & Snyder LLC
New York
$1.28M +$484K +9,450 +61%
RCAG
180
Rehmann Capital Advisory Group
Michigan
$1.24M +$13K +254 +1%
TA
181
Townsend & Associates
Colorado
$1.23M +$323K +6,297 +35%
WFAG
182
Wescott Financial Advisory Group
Pennsylvania
$1.23M +$6.41K +125 +0.5%
CAM
183
Cozad Asset Management
Illinois
$1.2M +$230K +4,495 +24%
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$1.18M +$1.18M +23,044 New
NFG
185
Next Financial Group
Texas
$1.17M +$59.5K +1,162 +5%
William Blair & Company
186
William Blair & Company
Illinois
$1.13M +$107K +2,093 +10%
LF
187
Lee Financial
Texas
$1.08M
NIC
188
Northwest Investment Counselors
Oregon
$1.07M +$47K +917 +5%
MW
189
Marcum Wealth
Ohio
$1.03M +$17K +331 +2%
AWC
190
Abundance Wealth Counselors
Pennsylvania
$1.03M +$336K +6,551 +48%
WP
191
WealthSource Partners
California
$1.02M -$188K -3,671 -16%
VFIC
192
Valley Forge Investment Consultants
Pennsylvania
$992K +$94.7K +1,848 +11%
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$953K +$41K +801 +4%
AWM
194
Apollon Wealth Management
South Carolina
$928K +$410K +8,008 +79%
PWM
195
PBMares Wealth Management
Virginia
$896K -$10.5K -205 -1%
QCM
196
Quest Capital Management
Texas
$893K +$188K +3,663 +26%
PJSIMP
197
P.J. Schmidt Investment Management (PJS)
Wisconsin
$889K -$201K -3,931 -18%
WB
198
WesBanco Bank
West Virginia
$882K +$636K +12,417 +256%
SFS
199
Sowell Financial Services
Arkansas
$879K +$882K +17,203 New
WCM
200
Whitener Capital Management
North Carolina
$863K +$8.71K +170 +1%