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iShares Core 1-5 Year USD Bond ETF

382 hedge funds and large institutions have $2.87B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 167 increasing their positions, 116 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

44% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 116

6% more funds holding

Funds holding: 359382 (+23)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

1.73% more ownership

Funds ownership: 65.82%67.55% (+1.7%)

5% more capital invested

Capital invested by funds: $2.74B → $2.87B (+$132M)

Holders
382
Holders Change
+23
Holders Change %
+6.41%
% of All Funds
5.03%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.46%
New
53
Increased
167
Reduced
116
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
201
Wealthfront Advisers
California
$764K +$116K +2,413 +18%
CL
202
Choreo LLC
Illinois
$747K +$4.56K +95 +0.6%
PHIC
203
Pine Haven Investment Counsel
Massachusetts
$709K +$126K +2,630 +22%
WTB
204
Washington Trust Bank
Washington
$702K +$16.9K +353 +2%
William Blair & Company
205
William Blair & Company
Illinois
$700K -$33K -687 -4%
DPI
206
Diversified Portfolios Inc
Michigan
$699K -$10.1K -210 -1%
SHWM
207
Smith & Howard Wealth Management
Georgia
$695K
MAWCM
208
Mine & Arao Wealth Creation & Management
California
$655K -$90K -1,875 -12%
US Bancorp
209
US Bancorp
Minnesota
$652K
PAS
210
Park Avenue Securities
New York
$635K -$108K -2,250 -14%
HWM
211
HB Wealth Management
Georgia
$633K +$20.3K +423 +3%
LIM
212
Leavell Investment Management
Alabama
$628K +$46.6K +970 +8%
MCM
213
MAI Capital Management
Ohio
$609K +$612K +12,746 New
CAG
214
Crestwood Advisors Group
Massachusetts
$607K -$106K -2,200 -15%
SRA
215
Secured Retirement Advisors
Minnesota
$606K -$158K -3,292 -21%
GC
216
Grimes & Company
Massachusetts
$601K +$603K +12,573 New
JFL
217
Jarislowsky, Fraser Ltd
Quebec, Canada
$594K
EK
218
Evensky & Katz
Florida
$592K +$25.9K +540 +5%
CTA
219
Colonial Trust Advisors
South Carolina
$573K -$30.3K -632 -5%
CT
220
Colonial Trust
South Carolina
$561K -$115K -2,390 -17%
TWC
221
TD Waterhouse Canada
Ontario, Canada
$547K +$143K +2,974 +35%
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$544K -$101K -2,102 -16%
OCG
223
Opus Capital Group
Ohio
$542K +$53.8K +1,121 +11%
AT
224
Arlington Trust
Alabama
$521K
IAIM
225
International Assets Investment Management
Florida
$520K +$523K +10,889 New