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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
SHWM
201
Smith & Howard Wealth Management
Georgia
$708K -$13.2K -274 -2%
WTB
202
Washington Trust Bank
Washington
$698K
CT
203
Colonial Trust
South Carolina
$688K -$167K -3,461 -20%
National Bank of Canada
204
National Bank of Canada
Quebec, Canada
$685K +$82.1K +1,705 +14%
US Bancorp
205
US Bancorp
Minnesota
$665K
Wealthfront Advisers
206
Wealthfront Advisers
California
$661K +$4.86K +101 +0.7%
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$657K +$62.9K +1,307 +11%
RJT
208
Raymond James Trust
Florida
$644K -$122K -2,533 -16%
HWM
209
HB Wealth Management
Georgia
$624K +$617K +12,819 New
CTA
210
Colonial Trust Advisors
South Carolina
$615K -$46.6K -968 -7%
OBWG
211
Onyx Bridge Wealth Group
New York
$605K +$345K +7,177 +137%
JFL
212
Jarislowsky, Fraser Ltd
Quebec, Canada
$598K
Truist Financial
213
Truist Financial
North Carolina
$597K +$143K +2,974 +32%
PHIC
214
Pine Haven Investment Counsel
Massachusetts
$594K +$144K +3,000 +33%
LIM
215
Leavell Investment Management
Alabama
$593K +$24.1K +500 +4%
EK
216
Evensky & Katz
Florida
$577K +$4.81K +100 +0.9%
MCA
217
Maryland Capital Advisors
Maryland
$565K -$5.34K -111 -0.9%
AT
218
Arlington Trust
Alabama
$531K
NCM
219
Northwest Capital Management
Oregon
$518K
OCG
220
Opus Capital Group
Ohio
$498K +$31.3K +651 +7%
Northern Trust
221
Northern Trust
Illinois
$491K
CPIG
222
Chicago Partners Investment Group
Illinois
$485K +$4.72K +98 +1%
CMS
223
Capital Market Strategies
Florida
$481K -$2.31K -48 -0.5%
GFPC
224
Global Financial Private Client
Florida
$475K
TAM
225
Tocqueville Asset Management
New York
$458K