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

86 hedge funds and large institutions have $200M invested in iShares Core 1-5 Year USD Bond ETF in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
15
Increased
35
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$4.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.74M
4
NIA
4
Northstar Investment Advisors
Colorado
$3.25M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.59M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$8.34M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.26M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$16.8M
4
Jane Street
4
Jane Street
New York
$0
5
LPL Financial
5
LPL Financial
California
$3.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$388K +$40.6K +800 +12%
WI
52
Wintrust Investments
Illinois
$374K +$374K +7,387 New
RJFSA
53
Raymond James Financial Services Advisors
Florida
$324K +$115K +2,269 +55%
JG
54
Jefferies Group
New York
$305K +$305K +6,017 New
AFP
55
Ausdal Financial Partners
Iowa
$298K +$1.42K +28 +0.5%
MI
56
Moneywise Inc
Virginia
$283K +$283K +5,580 New
EWA
57
EP Wealth Advisors
California
$255K – – –
MA
58
Menlo Advisors
California
$253K – – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$249K +$8.08K +160 +3%
EDRE
60
Edmond de Rothschild (Europe)
Luxembourg
$227K -$26.2K -517 -10%
EDRH
61
Edmond de Rothschild Holding
Switzerland
$227K -$26.2K -517 -10%
MFS
62
MSI Financial Services
Massachusetts
$218K -$6.7K -132 -3%
BFA
63
Beaumont Financial Advisors
Massachusetts
$207K -$203 -4 -0.1%
IC
64
Iconiq Capital
California
$205K – – –
US Bancorp
65
US Bancorp
Minnesota
$178K +$12.9K +255 +8%
OC
66
Oakworth Capital
Alabama
$176K – – –
Toronto Dominion Bank
67
Toronto Dominion Bank
Ontario, Canada
$152K +$152K +3,000 New
CIR
68
Clear Investment Research
Georgia
$134K -$134K -1,317 -50%
MA
69
MCF Advisors
Kentucky
$128K +$46.6K +924 +57%
BAM
70
Barrett Asset Management
New York
$122K – – –
PWM
71
Perigon Wealth Management
California
$121K – – –
NFG
72
Next Financial Group
Texas
$104K – – –
Creative Planning
73
Creative Planning
Kansas
$73K +$73K +1,442 New
LWM
74
LBA Wealth Management
Florida
$51K +$51K +1,000 New
IA
75
IFP Advisors
Florida
$48K +$33.5K +656 +231%
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