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

64 hedge funds and large institutions have $313M invested in iShares Core 1-5 Year USD Bond ETF in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+13
Holders Change %
+25.49%
% of All Funds
1.68%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
19
Increased
27
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
Atria Investments
North Carolina
$12.9M
2
AEPG
2
American Economic Planning Group
New Jersey
$12.9M
3
GFG
3
Gray Financial Group
Georgia
$12.4M
4
LPL Financial
4
LPL Financial
California
$14.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$81.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
RW
2
Rand Wealth
Maryland
$1.81M
3
Wells Fargo
3
Wells Fargo
California
$4.6M
4
SIAM
4
Sterling Investment Advisors (Missouri)
Missouri
$2.62M
5
CW
5
Cobiz Wealth
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
26
Ronald Blue & Co
Georgia
$1.21M +$1.21M +24,444 New
Mariner
27
Mariner
Kansas
$1.21M +$166K +3,342 +16%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.13M +$556K +11,190 +96%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$972K -$5.86K -118 -0.6%
VKH
30
Virtu KCG Holdings
New York
$952K +$747K +15,048 +364%
HB
31
Homrich & Berg
Georgia
$781K -$104K -2,102 -12%
BCI
32
Brinker Capital Investments
Pennsylvania
$766K -$14.3K -288 -2%
Ameriprise
33
Ameriprise
Minnesota
$761K +$264K +5,324 +53%
LI
34
LVZ Inc
Michigan
$702K +$702K +14,146 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$585K +$238K +4,794 +69%
EDRIA
36
Edmonds Duncan Registered Investment Advisors
Kansas
$568K +$568K +11,452 New
VC
37
Vicus Capital
Pennsylvania
$566K +$26.6K +536 +5%
SPC
38
Sigma Planning Corp
Michigan
$535K -$3.58K -72 -0.7%
PIM
39
Provident Investment Management
Michigan
$511K +$511K +10,300 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$468K +$48.7K +980 +12%
Citigroup
41
Citigroup
New York
$340K +$51.6K +1,040 +18%
MA
42
Menlo Advisors
California
$248K – – –
IC
43
Iconiq Capital
California
$236K – – –
AIG
44
American International Group
New York
$195K -$2.58K -52 -1%
ADL
45
Asset Dedication LLC
California
$114K +$114K +2,298 New
DADC
46
D.A. Davidson & Co
Montana
$112K – – –
BAM
47
Barrett Asset Management
New York
$105K – – –
NFG
48
Next Financial Group
Texas
$101K +$101K +2,050 New
ASN
49
Advisory Services Network
Georgia
$84K -$105K -2,114 -56%
IWM
50
Integrated Wealth Management
California
$60K +$60K +1,200 New
1
2
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