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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
AA
1
Acorns Advisers
California
$512M +$23.9M +497,728 +5%
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$241M +$9.85M +205,300 +4%
TPI
3
Trust Point Inc
Wisconsin
$163M +$12.8M +266,050 +8%
BlackRock
4
BlackRock
New York
$151M +$46.1M +961,084 +43%
Charles Schwab
5
Charles Schwab
California
$147M +$541K +11,280 +0.4%
Raymond James Financial
6
Raymond James Financial
Florida
$90.8M +$91.2M +1,899,925 New
ST
7
Spinnaker Trust
Maine
$71.9M +$10.1M +210,364 +16%
Mariner
8
Mariner
Kansas
$54.1M +$2.88M +59,977 +6%
TA
9
Townsend & Associates
Colorado
$49.1M +$985K +20,517 +2%
Morgan Stanley
10
Morgan Stanley
New York
$48.2M +$18.6M +386,996 +62%
CWM
11
Cahaba Wealth Management
Georgia
$44.2M +$2.07M +43,176 +5%
UBS Group
12
UBS Group
Switzerland
$41.9M +$1.2M +25,006 +3%
PP
13
Prosperity Planning
Missouri
$37.9M
Bank of America
14
Bank of America
North Carolina
$36.6M -$5.87M -122,400 -14%
JP Morgan Chase
15
JP Morgan Chase
New York
$36.6M +$3.17M +65,969 +9%
MW
16
MBL Wealth
North Carolina
$34M +$1.33M +27,767 +4%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$33M +$3.36M +69,913 +11%
LPL Financial
18
LPL Financial
California
$31.3M +$4.3M +89,607 +16%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$29M -$11.5M -239,693 -28%
Wells Fargo
20
Wells Fargo
California
$28.6M +$2.05M +42,812 +8%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$28.5M +$872K +18,171 +3%
DWM
22
Destination Wealth Management
California
$25.7M +$198K +4,132 +0.8%
CL
23
CIM LLC
New York
$25.6M +$824K +17,172 +3%
Ameriprise
24
Ameriprise
Minnesota
$25.1M +$3.93M +81,968 +18%
CMP
25
Courage Miller Partners
Virginia
$24.8M +$689K +14,359 +3%