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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
AWA
1
Arete Wealth Advisors
Illinois
$710M -$1.31M -28,212 -65%
AA
2
Acorns Advisers
California
$332M +$18.6M +401,341 +6%
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$211M
Ameriprise
4
Ameriprise
Minnesota
$207M +$22M +474,778 +12%
UBS Group
5
UBS Group
Switzerland
$126M +$14.3M +309,380 +13%
Charles Schwab
6
Charles Schwab
California
$111M -$3.33M -72,013 -3%
Jane Street
7
Jane Street
New York
$108M +$71.1M +1,536,150 +193%
Bank of America
8
Bank of America
North Carolina
$108M -$19.6M -424,571 -15%
Morgan Stanley
9
Morgan Stanley
New York
$95.7M +$6.49M +140,189 +7%
BlackRock
10
BlackRock
New York
$91.9M +$4.96M +107,110 +6%
Mariner
11
Mariner
Kansas
$74.5M -$5.63M -121,617 -7%
RJA
12
Raymond James & Associates
Florida
$65.4M -$20.1M -435,221 -24%
JP Morgan Chase
13
JP Morgan Chase
New York
$63.2M +$47.7M +1,031,577 +312%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$62.1M -$11.2M -241,009 -15%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$43M -$688K -14,863 -2%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$40M -$279K -6,035 -0.7%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$38M +$3.74M +80,806 +11%
NS
18
Newman & Schimel
Illinois
$37.8M -$1.29M -27,914 -3%
Wells Fargo
19
Wells Fargo
California
$35M -$13M -281,507 -27%
HighTower Advisors
20
HighTower Advisors
Illinois
$33.1M -$1.09M -23,563 -3%
Osaic Holdings
21
Osaic Holdings
Arizona
$31.6M +$577K +12,478 +2%
MMA
22
Miracle Mile Advisors
California
$31.1M +$19.6M +423,340 +171%
SP
23
Symmetry Partners
Connecticut
$30.6M -$1.69M -36,500 -5%
CIP
24
Capital Insight Partners
Arizona
$28.9M -$1.8M -38,981 -6%
NA
25
NewEdge Advisors
Louisiana
$28.6M -$7.86M -169,803 -22%