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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
AA
1
Acorns Advisers
California
$498M +$22.9M +476,305 +5%
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$236M
TPI
3
Trust Point Inc
Wisconsin
$153M +$1.67M +34,780 +1%
Charles Schwab
4
Charles Schwab
California
$149M -$3.02M -62,737 -2%
BlackRock
5
BlackRock
New York
$108M +$20.5M +425,207 +24%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$73M +$43.7M +908,863 +154%
ST
7
Spinnaker Trust
Maine
$63M +$2.31M +47,921 +4%
Mariner
8
Mariner
Kansas
$52.2M +$643K +13,354 +1%
TA
9
Townsend & Associates
Colorado
$48.3M +$1.72M +35,675 +4%
Bank of America
10
Bank of America
North Carolina
$43.3M -$25.2M -523,327 -37%
CWM
11
Cahaba Wealth Management
Georgia
$42.9M +$1.84M +38,141 +5%
UBS Group
12
UBS Group
Switzerland
$41.5M -$3.38M -70,235 -8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$41.2M -$10.3M -213,037 -20%
PP
14
Prosperity Planning
Missouri
$36.3M -$35.4M -736,408 Closed
JP Morgan Chase
15
JP Morgan Chase
New York
$34.1M +$373K +7,741 +1%
MW
16
MBL Wealth
North Carolina
$33.3M +$316K +6,559 +1%
Morgan Stanley
17
Morgan Stanley
New York
$30.3M -$115K -2,398 -0.4%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$30.2M +$1.44M +29,819 +5%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$28.2M +$727K +15,095 +3%
LPL Financial
20
LPL Financial
California
$27.5M +$249K +5,166 +0.9%
Wells Fargo
21
Wells Fargo
California
$27M +$776K +16,122 +3%
DWM
22
Destination Wealth Management
California
$26M +$726K +15,083 +3%
CL
23
CIM LLC
New York
$25.3M +$34.5K +717 +0.1%
CMP
24
Courage Miller Partners
Virginia
$24.5M +$1.08M +22,487 +5%
GWM
25
Geneos Wealth Management
Colorado
$24.5M +$1.83M +37,924 +8%