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

312 hedge funds and large institutions have $2.89B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 135 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+41
Holders Change %
+15.13%
% of All Funds
5.54%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.53%
New
66
Increased
135
Reduced
71
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Acorns Advisers
California
$209M
2
RJA
2
Raymond James & Associates
Florida
$723M
3
Citadel Advisors
3
Citadel Advisors
Florida
$12M
4
Bank of America
4
Bank of America
North Carolina
$135M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$13M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$155M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$20M
3
MAFM
3
Mid Atlantic Financial Management
Pennsylvania
$12.3M
4
UBS Group
4
UBS Group
Switzerland
$91.1M
5
PAG
5
Private Advisor Group
New Jersey
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
26
Horan Capital Management
Maryland
$18.8M +$480K +9,303 +3%
DWA
27
Divergent Wealth Advisors
Utah
$18.7M +$1.2M +23,260 +7%
GSIS
28
Global Strategic Investment Solutions
Arizona
$18.3M +$608K +11,767 +3%
CAG
29
Crestwood Advisors Group
Massachusetts
$17.6M +$3.56M +69,034 +25%
MML Investors Services
30
MML Investors Services
Massachusetts
$17.2M +$6.01M +116,362 +54%
PP
31
Prosperity Planning
Missouri
$17.1M – – –
CMP
32
Courage Miller Partners
Virginia
$16.2M +$1.35M +26,193 +9%
IWMWV
33
Ironwood Wealth Management (West Virginia)
West Virginia
$15.3M +$15.3M +295,475 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$15.2M -$1.29M -25,006 -8%
CTB
35
Country Trust Bank
Illinois
$15.2M – – –
ONST
36
Old North State Trust
North Carolina
$15M +$1.61M +31,240 +12%
W
37
Wealthquest
Ohio
$14.9M +$1.94M +37,502 +15%
SWP
38
Stratos Wealth Partners
Ohio
$14.8M +$1.41M +27,332 +11%
SAF
39
Smith Anglin Financial
Texas
$14.6M +$14.6M +283,128 New
FG
40
Fiduciary Group
Georgia
$14.4M +$6.58M +127,345 +84%
IWC
41
Integrated Wealth Concepts
Massachusetts
$13M +$8.42M +163,016 +182%
BCI
42
Brinker Capital Investments
Pennsylvania
$12.8M +$6.42M +124,338 +101%
SS
43
Simplicity Solutions
Minnesota
$12.3M -$4.58M -88,727 -27%
MAFM
44
Mid Atlantic Financial Management
Pennsylvania
$12.3M -$12.6M -244,172 -51%
Citadel Advisors
45
Citadel Advisors
Florida
$12M +$12M +231,875 New
Renaissance Technologies
46
Renaissance Technologies
New York
$11.7M +$7.79M +150,838 +200%
PFM
47
Phillips Financial Management
Indiana
$11.6M +$1.46M +28,211 +14%
AWM
48
AE Wealth Management
Kansas
$11.5M -$3.81M -73,857 -25%
SPIA
49
Steward Partners Investment Advisory
New York
$11.2M +$611K +11,835 +6%
AFG
50
Arkansas Financial Group
Arkansas
$11.1M +$32.1K +621 +0.3%
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