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

312 hedge funds and large institutions have $2.89B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 135 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+41
Holders Change %
+15.13%
% of All Funds
5.54%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.53%
New
66
Increased
135
Reduced
71
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
Acorns Advisers
California
$209M
2
RJA
Raymond James & Associates
Florida
$723M
3
Citadel Advisors
Citadel Advisors
Florida
$12M
4
Bank of America
Bank of America
North Carolina
$135M
5
IWC
Integrated Wealth Concepts
Massachusetts
$13M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$155M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$20M
3
MAFM
Mid Atlantic Financial Management
Pennsylvania
$12.3M
4
UBS Group
UBS Group
Switzerland
$91.1M
5
PAG
Private Advisor Group
New Jersey
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
151
WealthSource Partners
California
$1.23M +$536K +10,388 +77%
OIA
152
OneDigital Investment Advisors
Kansas
$1.16M +$220K +4,267 +23%
WWM
153
Western Wealth Management
Colorado
$1.13M +$7.64K +148 +0.7%
FTUS
154
Flow Traders U.S.
New York
$1.13M +$1.13M +21,834 New
NIC
155
Northwest Investment Counselors
Oregon
$1.11M -$24.8K -480 -2%
Deutsche Bank
156
Deutsche Bank
Germany
$1.09M +$555K +10,750 +104%
LF
157
Lee Financial
Texas
$1.09M -$723 -14 -0.1%
QCM
158
Quest Capital Management
Texas
$1.09M +$16.6K +321 +2%
NCM
159
Northwest Capital Management
Oregon
$1.05M +$46.1K +893 +5%
William Blair & Company
160
William Blair & Company
Illinois
$1.04M -$21.5K -416 -2%
AFAS
161
Acorn Financial Advisory Services
Virginia
$1.01M +$381K +7,385 +60%
WWS
162
Wellington Wealth Strategies
Indiana
$1.01M +$1.01M +21,181 New
Stifel Financial
163
Stifel Financial
Missouri
$987K -$12.9K -250 -1%
PWM
164
PBMares Wealth Management
Virginia
$976K +$18.8K +365 +2%
WFAG
165
Wescott Financial Advisory Group
Pennsylvania
$970K +$970K +18,785 New
IF
166
IRON Financial
Illinois
$951K -$181K -3,502 -16%
BFA
167
Beacon Financial Advisory
Ohio
$908K +$267K +5,171 +42%
VFIC
168
Valley Forge Investment Consultants
Pennsylvania
$901K +$901K +17,444 New
EWA
169
Exencial Wealth Advisors
Oklahoma
$883K -$50.9K -986 -5%
WCM
170
Whitener Capital Management
North Carolina
$863K -$20.6K -400 -2%
CIBC World Market
171
CIBC World Market
Ontario, Canada
$844K +$152K +2,941 +22%
SAM
172
Synergy Asset Management
Washington
$831K +$831K +16,100 New
MAWCM
173
Mine & Arao Wealth Creation & Management
California
$828K +$2.27K +44 +0.3%
OIA
174
Optimum Investment Advisors
Illinois
$824K +$145K +2,800 +21%
Citigroup
175
Citigroup
New York
$823K -$370K -7,160 -31%
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