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

252 hedge funds and large institutions have $2.23B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 88 increasing their positions, 92 reducing their positions, and 27 closing their positions.

Holders
252
Holders Change
+8
Holders Change %
+3.28%
% of All Funds
5.57%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
39
Increased
88
Reduced
92
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$169M
2
Ameriprise
2
Ameriprise
Minnesota
$107M
3
ST
3
Spinnaker Trust
Maine
$57.8M
4
Jane Street
4
Jane Street
New York
$22.8M
5
RJA
5
Raymond James & Associates
Florida
$767M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$8.27M
3
DWA
3
Divergent Wealth Advisors
Utah
$7.83M
4
Wells Fargo
4
Wells Fargo
California
$18.3M
5
LF
5
Lee Financial
Texas
$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
76
Wealthspire Advisors (Maryland)
Maryland
$2.79M -$2.63M -52,045 -48%
PFT
77
Providence First Trust
Arizona
$2.78M -$75.7K -1,500 -3%
EW
78
Element Wealth
Mississippi
$2.74M +$8.23K +163 +0.3%
PAG
79
Private Advisor Group
New Jersey
$2.61M +$1.79M +35,477 +219%
CWM
80
Campbell Wealth Management
Virginia
$2.59M +$118K +2,344 +5%
VNA
81
Valley National Advisers
Pennsylvania
$2.58M +$120K +2,367 +5%
Goldman Sachs
82
Goldman Sachs
New York
$2.4M -$6.09M -120,505 -72%
SWP
83
Summit Wealth Partners
Florida
$2.35M -$32K -634 -1%
CCA
84
Column Capital Advisors
Indiana
$2.33M -$429K -8,503 -16%
Truist Financial
85
Truist Financial
North Carolina
$2.33M +$349K +6,907 +18%
HWA
86
HHM Wealth Advisors
Tennessee
$2.29M -$186K -3,675 -7%
WP
87
WealthShield Partners
North Carolina
$2.27M +$1.56M +30,802 +218%
LPT
88
Legacy Private Trust
Wisconsin
$2.01M -$519K -10,271 -21%
GPA
89
Guidance Point Advisors
Massachusetts
$2M -$2.88K -57 -0.1%
VC
90
Veracity Capital
Georgia
$1.99M -$268K -5,301 -12%
SAM
91
Shone Asset Management
California
$1.92M +$1.92M +37,591 New
Citigroup
92
Citigroup
New York
$1.81M +$606 +12 +0%
PWM
93
PBMares Wealth Management
Virginia
$1.67M -$430K -8,511 -20%
LF
94
Lee Financial
Texas
$1.6M -$25.3M -501,752 -94%
LWAC
95
Laurel Wealth Advisors (California)
California
$1.54M +$199K +3,937 +15%
RCAG
96
Rehmann Capital Advisory Group
Michigan
$1.34M +$1.34M +26,539 New
WTB
97
Washington Trust Bank
Washington
$1.21M +$550K +10,890 +83%
QCM
98
Quest Capital Management
Texas
$1.21M +$40.5K +802 +3%
AA
99
Argent Advisors
Louisiana
$1.19M +$130K +2,579 +12%
WWM
100
Western Wealth Management
Colorado
$1.19M -$126K -2,488 -10%
2 3
4
5 6