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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
KPWS
176
Kestra Private Wealth Services
Texas
$975K +$22.2K +461 +2%
Envestnet Portfolio Solutions
177
Envestnet Portfolio Solutions
Illinois
$971K -$56.5K -1,173 -6%
BFG
178
Berger Financial Group
Minnesota
$935K +$11.2K +233 +1%
Janney Montgomery Scott
179
Janney Montgomery Scott
Pennsylvania
$901K
QCIG
180
Quad-Cities Investment Group
Iowa
$890K +$79.2K +1,645 +10%
AFG
181
ABLE Financial Group
Arizona
$873K -$20.5K -425 -2%
GFS
182
GYL Financial Synergies
Connecticut
$862K -$1.31M -27,265 -61%
CFS
183
Commonwealth Financial Services
West Virginia
$848K +$47.9K +995 +6%
Squarepoint
184
Squarepoint
New York
$842K +$180K +3,737 +28%
ONST
185
Old North State Trust
North Carolina
$827K -$2.17M -45,060 -73%
MCM
186
Mattern Capital Management
Colorado
$804K +$153K +3,180 +24%
Comerica Bank
187
Comerica Bank
Texas
$793K +$34.8K +723 +5%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$788K +$10.9K +226 +1%
SRA
189
Secured Retirement Advisors
Minnesota
$778K -$69.4K -1,441 -8%
CHP
190
Cable Hill Partners
Oregon
$778K +$4.72K +98 +0.6%
BFA
191
Beacon Financial Advisory
Ohio
$765K -$10.8K -224 -1%
IWC
192
Integrated Wealth Concepts
Massachusetts
$760K +$84.3K +1,751 +13%
MAWCM
193
Mine & Arao Wealth Creation & Management
California
$759K -$24.9K -517 -3%
CL
194
Choreo LLC
Illinois
$757K +$234K +4,864 +46%
PAS
195
Park Avenue Securities
New York
$756K -$88.8K -1,845 -11%
William Blair & Company
196
William Blair & Company
Illinois
$747K +$12.5K +260 +2%
HH
197
Hilltop Holdings
Texas
$727K -$416K -8,643 -37%
CAG
198
Crestwood Advisors Group
Massachusetts
$726K -$50.2K -1,043 -7%
DPI
199
Diversified Portfolios Inc
Michigan
$722K -$53.5K -1,111 -7%
EFH
200
Eaton Financial Holdings
Florida
$714K +$706K +14,671 New