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

177 hedge funds and large institutions have $1.46B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+20
Holders Change %
+12.74%
% of All Funds
3.95%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.33%
New
39
Increased
64
Reduced
59
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
Stadion Money Management
Georgia
$54.7M
2
LPT
Legacy Private Trust
Wisconsin
$36.1M
3
BA
BCM Advisors
Louisiana
$20.1M
4
WAM
Wealthspire Advisors (Maryland)
Maryland
$12.5M
5
Morgan Stanley
Morgan Stanley
New York
$75.3M

Top Sellers

1
ST
Spinnaker Trust
Maine
$947K
2
CSIA
Charles Schwab Investment Advisory
California
$421M
3
DWA
Divergent Wealth Advisors
Utah
$15.3M
4
RCAG
Rehmann Capital Advisory Group
Michigan
$146K
5
DWM
Destination Wealth Management
California
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GPWA
126
Great Point Wealth Advisors
Massachusetts
$249K +$249K +5,085 New
AFP
127
Ausdal Financial Partners
Iowa
$242K -$933 -19 -0.4%
DBRC
128
D.B. Root & Company
Pennsylvania
$230K -$30.5K -621 -12%
HFS
129
HL Financial Services
Kentucky
$223K +$223K +4,552 New
NB
130
Northwest Bancshares
Pennsylvania
$220K -$53.9K -1,099 -20%
EIA
131
Eldridge Investment Advisors
New Hampshire
$211K +$211K +4,300 New
BFM
132
Broadview Financial Management
Wisconsin
$208K -$49.1K -998 -19%
PCG
133
Private Capital Group
Connecticut
$197K +$24.3K +494 +14%
IA
134
IFP Advisors
Florida
$163K -$35.9K -733 -18%
GWM
135
Geneos Wealth Management
Colorado
$149K – – –
RCAG
136
Rehmann Capital Advisory Group
Michigan
$146K -$3.74M -76,245 -96%
WA
137
WealthTrust-Arizona
Arizona
$133K -$27.2K -554 -17%
JPMorgan Chase & Co
138
JPMorgan Chase & Co
New York
$132K -$1.43M -29,055 -92%
APA
139
American Portfolios Advisors
New York
$130K +$1.96K +40 +2%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$119K -$3.28K -67 -3%
PCA
141
Peddock Capital Advisors
Massachusetts
$115K +$443 +9 +0.4%
AIC
142
Ameritas Investment Company
Nebraska
$115K +$115K +2,354 New
CAM
143
Cresset Asset Management
Illinois
$96K +$96K +1,963 New
BAM
144
Barrett Asset Management
New York
$94K – – –
MA
145
MCF Advisors
Kentucky
$88K +$77.5K +1,580 +738%
FMII
146
Farmers & Merchants Investments Inc
Nebraska
$78K – – –
CAC
147
Certified Advisory Corp
Florida
$78K +$441 +9 +0.6%
Citigroup
148
Citigroup
New York
$78K +$30.7K +625 +65%
OC
149
Oakworth Capital
Alabama
$73K -$24.7K -500 -25%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$68K +$68K +1,387 New
4 5
6
7 8