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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
WJA
201
Willis Johnson & Associates
Texas
$395K +$394K +7,649 New
FPCM
202
Financial Partners Capital Management
New York
$389K -$515 -10 -0.1%
SCA
203
Snowden Capital Advisors
New York
$372K
PIM
204
Provident Investment Management
Michigan
$368K -$309 -6 -0.1%
SFS
205
Sowell Financial Services
Arkansas
$364K -$14.8K -288 -4%
Cetera Investment Advisers
206
Cetera Investment Advisers
Illinois
$364K +$363K +7,047 New
WC
207
Whitney & Co
New York
$363K -$14.5K -281 -4%
IA
208
IFP Advisors
Florida
$351K +$1.44K +28 +0.4%
CHP
209
Cable Hill Partners
Oregon
$349K +$20.7K +402 +6%
MSFS
210
Main Street Financial Solutions
Pennsylvania
$339K +$338K +6,555 New
OWM
211
Orgel Wealth Management
Wisconsin
$332K
CCFM
212
Clear Creek Financial Management
Washington
$330K +$330K +6,403 New
TCM
213
Tradewinds Capital Management
Washington
$317K
SBIA
214
Sheaff Brock Investment Advisors
Indiana
$310K +$309K +6,000 New
SWM
215
SVA Wealth Management
Wisconsin
$307K +$100K +1,941 +48%
BWA
216
BDO Wealth Advisors
Florida
$305K +$206 +4 +0.1%
BFA
217
Beaumont Financial Advisors
Massachusetts
$299K
MCA
218
Magnolia Capital Advisors
Mississippi
$299K +$464 +9 +0.2%
OCM
219
Oakwood Capital Management
California
$273K +$14.9K +290 +6%
MCC
220
Money Concepts Capital
Florida
$272K +$271K +5,267 New
BAM
221
Barrett Asset Management
New York
$268K
TCM
222
Traynor Capital Management
Pennsylvania
$267K -$5.87K -114 -2%
MCM
223
Mattern Capital Management
Colorado
$263K
AAS
224
Avantax Advisory Services
Texas
$256K -$242K -4,691 -49%
BFM
225
Broadview Financial Management
Wisconsin
$252K +$20.7K +401 +9%