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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
RJA
1
Raymond James & Associates
Florida
$723M +$14.9M +289,914 +2%
AA
2
Acorns Advisers
California
$209M +$26.6M +517,205 +15%
Ameriprise
3
Ameriprise
Minnesota
$155M -$120M -2,331,547 -44%
Bank of America
4
Bank of America
North Carolina
$135M +$9.98M +193,778 +8%
UBS Group
5
UBS Group
Switzerland
$91.1M -$9.77M -189,690 -10%
Morgan Stanley
6
Morgan Stanley
New York
$80M +$6.11M +118,641 +8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$69.1M +$6.07M +117,881 +10%
ST
8
Spinnaker Trust
Maine
$66M +$5.89M +114,324 +10%
Charles Schwab
9
Charles Schwab
California
$59.4M -$4.58M -88,867 -7%
KFAA
10
Klaas Financial Asset Advisors
Illinois
$50M +$49.9M +967,953 New
Mariner
11
Mariner
Kansas
$45.2M +$5.7M +110,700 +14%
SMM
12
Stadion Money Management
Georgia
$43.7M +$1.89M +36,666 +5%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$42.2M +$1.44K +28 +0.3%
SP
14
Symmetry Partners
Connecticut
$32M -$1.5M -29,127 -4%
Osaic Holdings
15
Osaic Holdings
Arizona
$32M -$4.94M -95,934 -13%
Wells Fargo
16
Wells Fargo
California
$30.6M +$4.79M +92,954 +19%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$29.6M +$3.28M +63,615 +12%
DWM
18
Destination Wealth Management
California
$23.3M +$668K +12,975 +3%
LPL Financial
19
LPL Financial
California
$21.9M +$1.22M +23,611 +6%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$21.4M +$2.27M +43,964 +12%
HCM
21
Hudson Capital Management
New Jersey
$21M +$4.31M +83,676 +26%
MFA
22
McClarren Financial Advisors
Pennsylvania
$20.7M +$20.7M +401,450 New
CIP
23
Capital Insight Partners
Arizona
$20.6M +$2.57M +49,909 +14%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$20M -$21.7M -420,483 -52%
TAIM
25
TD Ameritrade Investment Management
Nebraska
$19.5M -$5.54M -107,579 -22%