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iShares Core 1-5 Year USD Bond ETF

388 hedge funds and large institutions have $3.94B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 136 increasing their positions, 162 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 35

29% more capital invested

Capital invested by funds: $3.07B → $3.94B (+$874M)

3% more funds holding

Funds holding: 376388 (+12)

2.5% less ownership

Funds ownership: 64.12%61.62% (-2.5%)

5% less funds holding in top 10

Funds holding in top 10: 3735 (-2)

16% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 162

Holders
388
Holders Change
+12
Holders Change %
+3.19%
% of All Funds
6.24%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.56%
New
53
Increased
136
Reduced
162
Closed
35
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
201
Western Wealth Management
Colorado
$1.01M -$1.06M -22,977 -51%
OC
202
Oppenheimer & Co
New York
$1.01M +$783K +16,920 +352%
HIF
203
Hill Island Financial
Michigan
$1M +$281K +6,072 +39%
RW
204
Rede Wealth
Virginia
$990K -$301K -6,507 -23%
FA
205
FC Advisory
Pennsylvania
$975K +$64.5K +1,395 +7%
CCG
206
Cypress Capital Group
Florida
$967K -$343K -7,418 -26%
HCM
207
Hudson Capital Management
New Jersey
$950K -$6.8K -147 -0.7%
CM
208
Columbus Macro
Pennsylvania
$942K +$938K +20,279 New
AL
209
Aspiriant LLC
California
$911K +$908K +19,623 New
OIA
210
OneDigital Investment Advisors
Kansas
$891K -$57K -1,231 -6%
SAF
211
Smith Anglin Financial
Texas
$890K +$299K +6,452 +51%
IF
212
Intrua Financial
Texas
$864K -$347K -7,492 -29%
OPS
213
Orion Portfolio Solutions
Nebraska
$861K +$858K +18,534 New
HHRDM
214
H&H Retirement Design & Management
Nevada
$843K +$108K +2,329 +15%
MFC
215
Morris Financial Concepts
South Carolina
$832K +$634K +13,701 +325%
BRWA
216
B. Riley Wealth Advisors
Florida
$829K -$199K -4,297 -19%
LRWA
217
Long Run Wealth Advisors
New York
$826K -$29.4K -635 -3%
William Blair & Company
218
William Blair & Company
Illinois
$814K -$98.6K -2,130 -11%
SWP
219
Stratos Wealth Partners
Ohio
$766K +$202K +4,376 +36%
PIMG
220
Patriot Investment Management Group
Tennessee
$756K +$57.1K +1,235 +8%
MAWCM
221
Mine & Arao Wealth Creation & Management
California
$751K -$32.9K -710 -4%
RJT
222
Raymond James Trust
Florida
$742K -$284K -6,135 -28%
KPWS
223
Kestra Private Wealth Services
Texas
$733K +$126K +2,727 +21%
Wealth Enhancement Advisory Services
224
Wealth Enhancement Advisory Services
Minnesota
$730K -$850K -18,371 -54%
NIC
225
Northwest Investment Counselors
Oregon
$718K -$80.3K -1,735 -10%