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iShares Core 1-5 Year USD Bond ETF
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Overview Fund Activity

41 hedge funds and large institutions have $185M invested in iShares Core 1-5 Year USD Bond ETF in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
19
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$20.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$61.8M
3
UCFA
3
United Capital Financial Advisors
Texas
$62.3M
4
Bank of America
4
Bank of America
North Carolina
$8.02M
5
PFM
5
Phillips Financial Management
Indiana
$3.3M

Top Sellers

1
JG
1
Jefferies Group
New York
$0
2
HB
2
Homrich & Berg
Georgia
$2.56M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$0
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$0
5
Franklin Resources
5
Franklin Resources
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$234K +$234K +4,630 New
NPF
27
Norris Perne & French
Michigan
$228K -$111K -2,200 -33%
ASN
28
Advisory Services Network
Georgia
$184K +$26.6K +528 +17%
AIG
29
American International Group
New York
$180K +$6.56K +130 +4%
BIM
30
BlackRock Investment Management
Delaware
$134K -$1.62K -32 -1%
UBS Group
31
UBS Group
Switzerland
$132K -$91.4K -1,816 -41%
DADC
32
D.A. Davidson & Co
Montana
$114K – – –
PCM
33
Parsons Capital Management
Rhode Island
$107K +$107K +2,130 New
CIR
34
Clear Investment Research
Georgia
$102K +$102K +2,026 New
BAM
35
Barrett Asset Management
New York
$87K +$87K +1,730 New
MFS
36
MSI Financial Services
Massachusetts
$24K +$7.62K +148 +47%
WA
37
WFG Advisors
Texas
$21K +$1.73K +34 +9%
MAA
38
Managed Account Advisors
New Jersey
$14K +$14K +286 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$4K +$4K +80 New
VC
40
Vicus Capital
Pennsylvania
$468 +$129 +2,560 +38%
JG
41
Jefferies Group
New York
– -$1.41M -28,084 Closed
BFA
42
Beaumont Financial Advisors
Massachusetts
– -$803K -16,020 Closed
MIAN
43
Mariner Independent Advisor Network
Kansas
– -$427K -8,530 Closed
Franklin Resources
44
Franklin Resources
California
– -$401K -8,000 Closed
RIA
45
Regal Investment Advisors
Michigan
– -$16K -316 Closed
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