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

244 hedge funds and large institutions have $2.24B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 102 increasing their positions, 50 reducing their positions, and 18 closing their positions.

Holders
244
Holders Change
+39
Holders Change %
+19.02%
% of All Funds
4.82%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.36%
New
63
Increased
102
Reduced
50
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$745M
2
ST
2
Spinnaker Trust
Maine
$24.2M
3
CIP
3
Capital Insight Partners
Arizona
$23.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$70.3M
5
DWA
5
Divergent Wealth Advisors
Utah
$43.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$45.8M
2
WAM
2
Wealthspire Advisors (Maryland)
Maryland
$5.41M
3
SMM
3
Stadion Money Management
Georgia
$45.3M
4
Ameriprise
4
Ameriprise
Minnesota
$35.8M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
26
Jones Financial Companies
Missouri
$14.6M 288,799 +857 +0.3%
BA
27
BCM Advisors
Louisiana
$14.3M 283,255 -82,617 -23%
CMP
28
Courage Miller Partners
Virginia
$14.1M 279,793 +11,797 +4%
AFG
29
Arkansas Financial Group
Arkansas
$11.5M 227,869 +8,997 +4%
MML Investors Services
30
MML Investors Services
Massachusetts
$10.9M 216,687 +1,172 +0.5%
LPWM
31
Lake Point Wealth Management
Texas
$10.1M 200,613 +200,613 New
TPWA
32
TRUE Private Wealth Advisors
Oregon
$10.1M 200,432 +1,150 +0.6%
PFM
33
Phillips Financial Management
Indiana
$9.77M 193,842 +18,351 +10%
GSIS
34
Global Strategic Investment Solutions
Arizona
$9.42M 186,824 +819 +0.4%
WWM
35
Windsor Wealth Management
Indiana
$9.25M 183,460 +42,908 +31%
BC
36
Brinker Capital
Pennsylvania
$8.86M 175,759 -14,581 -8%
UCFA
37
United Capital Financial Advisors
Texas
$8.85M 175,666 -409 -0.2%
Goldman Sachs
38
Goldman Sachs
New York
$8.47M 168,007 +15,362 +10%
OWM
39
Orgel Wealth Management
Wisconsin
$8.19M 162,453 +75,410 +87%
SPIA
40
Steward Partners Investment Advisory
New York
$8.07M 160,035 +12,316 +8%
HighTower Advisors
41
HighTower Advisors
Illinois
$7.79M 154,483 +7,967 +5%
RJT
42
Raymond James Trust
Florida
$7.74M 153,471 +108,528 +241%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$6.65M 132,014 +2,100 +2%
SIAM
44
Sterling Investment Advisors (Missouri)
Missouri
$6.53M 129,477 +1,606 +1%
CWM
45
Cahaba Wealth Management
Georgia
$6.37M 126,422 +48,894 +63%
CAN
46
Cetera Advisor Networks
California
$6.12M 121,532 +4,679 +4%
Renaissance Technologies
47
Renaissance Technologies
New York
$5.97M 118,400 +50,700 +75%
CWM
48
Cranbrook Wealth Management
Michigan
$5.66M 112,331 +3,000 +3%
BAAM
49
Baker Avenue Asset Management
California
$5.59M 110,916 +6,999 +7%
WAM
50
Wealthspire Advisors (Maryland)
Maryland
$5.41M 107,325 -201,489 -65%
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