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iShares Core 1-5 Year USD Bond ETF

351 hedge funds and large institutions have $3.95B invested in iShares Core 1-5 Year USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 180 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 74

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

18% more capital invested

Capital invested by funds: $3.34B → $3.95B (+$609M)

15% more funds holding in top 10

Funds holding in top 10: 4046 (+6)

3.64% more ownership

Funds ownership: 59.47%63.11% (+3.6%)

3% more funds holding

Funds holding: 340351 (+11)

Holders
351
Holders Change
+11
Holders Change %
+3.24%
% of All Funds
6.14%
Holding in Top 10
46
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15%
% of All Funds
0.81%
New
33
Increased
180
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$633M +$12.9M +252,287 +2%
AA
2
Acorns Advisers
California
$295M +$24.3M +473,319 +9%
Charles Schwab
3
Charles Schwab
California
$181M +$182M +3,548,215 New
Bank of America
4
Bank of America
North Carolina
$157M -$3M -58,590 -2%
Ameriprise
5
Ameriprise
Minnesota
$154M +$2.65M +51,710 +2%
Morgan Stanley
6
Morgan Stanley
New York
$113M +$16.2M +316,410 +17%
UBS Group
7
UBS Group
Switzerland
$99.5M +$4.5M +87,858 +5%
Mariner
8
Mariner
Kansas
$82.3M +$4.74M +92,515 +6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$82M +$3.56M +69,377 +5%
BlackRock
10
BlackRock
New York
$77.4M +$72.7M +1,418,004 +1,447%
JP Morgan Chase
11
JP Morgan Chase
New York
$76.6M +$18.7M +364,032 +32%
CWM
12
Campbell Wealth Management
Virginia
$75M +$2.13M +41,581 +3%
Wells Fargo
13
Wells Fargo
California
$62.9M +$13M +253,346 +26%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$62.1M
KFAA
15
Klaas Financial Asset Advisors
Illinois
$57.8M +$1.88M +36,641 +3%
ST
16
Spinnaker Trust
Maine
$50.7M +$9.54M +186,252 +23%
ST
17
Smithfield Trust
Pennsylvania
$50M +$29M +565,141 +137%
AF
18
Allworth Financial
California
$47.5M +$5.86M +114,275 +14%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$44.8M +$6.74M +131,615 +18%
SMM
20
Stadion Money Management
Georgia
$42.1M +$205K +4,010 +0.5%
Osaic Holdings
21
Osaic Holdings
Arizona
$37.4M +$8.35M +162,902 +29%
ISG
22
Investment Security Group
Colorado
$37M +$1.66M +32,454 +5%
SP
23
Symmetry Partners
Connecticut
$34.5M +$868K +16,929 +3%
SGI
24
Summit Global Investments
Utah
$30.3M +$20.6M +402,189 +210%
LPL Financial
25
LPL Financial
California
$30.1M +$3.14M +61,350 +12%