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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.

New
Increased
Maintained
Reduced
Closed
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 %
KF
76
Krilogy Financial
Missouri
$33K +$198 +4 +0.6%
MWM
77
Mascoma Wealth Management
New Hampshire
$30K +$30K +600 New
SPIA
78
Steward Partners Investment Advisory
New York
$30K +$30K +600 New
DADC
79
D.A. Davidson & Co
Montana
$28K – – –
WA
80
WFG Advisors
Texas
$23K – – –
IWM
81
IHT Wealth Management
Illinois
$17K +$17K +336 New
PA
82
Parallel Advisors
California
$16K +$16K +310 New
CFG
83
CKW Financial Group
Hawaii
$11K – – –
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K – – –
CAW
85
Cornerstone Advisors (Washington)
Washington
$4K +$4K +80 New
WAM
86
Wealthspire Advisors (Maryland)
Maryland
$3K – – –
GWM
87
Geneos Wealth Management
Colorado
$3K – – –
BlackRock
88
BlackRock
New York
$2K – – –
GRP
89
Global Retirement Partners
California
$1K +$1K +20 New
FI
90
FormulaFolio Investments
Michigan
– -$20.1M -397,178 Closed
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
– -$4.74M -93,662 Closed
SAM
92
SignalPoint Asset Management
Missouri
– -$1.11M -21,928 Closed
RJFSA
93
Raymond James Financial Services Advisors
Florida
– -$324K -6,395 Closed
JG
94
Jefferies Group
New York
– -$305K -6,017 Closed
EWA
95
EP Wealth Advisors
California
– -$255K -5,036 Closed
BFA
96
Beaumont Financial Advisors
Massachusetts
– -$207K -4,088 Closed
Toronto Dominion Bank
97
Toronto Dominion Bank
Ontario, Canada
– -$152K -3,000 Closed
LWM
98
LBA Wealth Management
Florida
– -$51K -1,000 Closed
FPFS
99
First Personal Financial Services
North Carolina
– -$41K -800 Closed
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