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

90 hedge funds and large institutions have $229M invested in iShares Core 1-5 Year USD Bond ETF in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
17
Increased
38
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$14.9M
3
Bank of America
3
Bank of America
North Carolina
$27.5M
4
PIM
4
Parasol Investment Management
Illinois
$2.31M
5
RBC
5
Ronald Blue & Co
Georgia
$2.26M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
VC
3
Vicus Capital
Pennsylvania
$507K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$391K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$449K -$14.6K -292 -3%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$391K -$1.84M -36,825 -82%
Citigroup
53
Citigroup
New York
$373K -$10K -200 -3%
WP
54
WealthSource Partners
California
$371K -$29.7K -595 -7%
AFP
55
Ausdal Financial Partners
Iowa
$295K +$1.75K +35 +0.6%
MI
56
Moneywise Inc
Virginia
$293K +$13.9K +277 +5%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$289K +$42.6K +852 +17%
CWM
58
Concert Wealth Management
California
$287K -$188K -3,728 -40%
MA
59
Menlo Advisors
California
$250K – – –
US Bancorp
60
US Bancorp
Minnesota
$238K +$61.8K +1,236 +35%
SWP
61
Stratos Wealth Partners
Ohio
$232K +$232K +4,648 New
CIR
62
Clear Investment Research
Georgia
$231K +$165K +3,307 +251%
SDWMA
63
Schneider Downs Wealth Management Advisors
Pennsylvania
$220K +$220K +4,396 New
IA
64
IFP Advisors
Florida
$210K +$163K +3,264 +347%
IC
65
Iconiq Capital
California
$203K – – –
MA
66
MCF Advisors
Kentucky
$185K +$58.5K +1,172 +46%
OC
67
Oakworth Capital
Alabama
$174K – – –
MFS
68
MSI Financial Services
Massachusetts
$163K -$51.5K -1,032 -24%
HCM
69
Horan Capital Management
Maryland
$153K +$153K +3,074 New
BAM
70
Barrett Asset Management
New York
$121K – – –
NFG
71
Next Financial Group
Texas
$103K – – –
PWM
72
Perigon Wealth Management
California
$95K -$24.4K -488 -20%
VIA
73
Vantage Investment Advisors
Pennsylvania
$87K +$87K +1,738 New
Creative Planning
74
Creative Planning
Kansas
$72K – – –
EDRH
75
Edmond de Rothschild Holding
Switzerland
$63K -$163K -3,231 -72%
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