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

326 hedge funds and large institutions have $2.97B invested in iShares Core 1-5 Year USD Bond ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 87 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+14
Holders Change %
+4.49%
% of All Funds
5.74%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.55%
New
46
Increased
145
Reduced
87
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
Acorns Advisers
California
$240M
2
AF
Allworth Financial
California
$31.5M
3
Mariner
Mariner
Kansas
$71.7M
4
Bank of America
Bank of America
North Carolina
$151M
5
Morgan Stanley
Morgan Stanley
New York
$95.3M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$589M
2
Charles Schwab
Charles Schwab
California
$0
3
PP
Prosperity Planning
Missouri
$20.1M
4
SAF
Smith Anglin Financial
Texas
$513K
5
GSIS
Global Strategic Investment Solutions
Arizona
$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
151
Rehmann Capital Advisory Group
Michigan
$1.28M +$6.82K +133 +0.5%
WTB
152
Washington Trust Bank
Washington
$1.25M +$2K +39 +0.2%
EAM
153
Eukles Asset Management
Ohio
$1.25M -$48.4K -943 -4%
WP
154
WealthSource Partners
California
$1.25M +$24.4K +475 +2%
FTUS
155
Flow Traders U.S.
New York
$1.18M +$63.9K +1,245 +6%
WWM
156
Western Wealth Management
Colorado
$1.17M +$45.2K +882 +4%
DI
157
DAGCO Inc
Ohio
$1.16M +$1.16M +22,611 New
OIA
158
OneDigital Investment Advisors
Kansas
$1.09M -$68.1K -1,329 -6%
HI
159
Harbour Investments
Wisconsin
$1.09M +$1.09M +21,150 New
PJSIMP
160
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.08M -$257K -5,007 -19%
LF
161
Lee Financial
Texas
$1.08M – – –
AFAS
162
Acorn Financial Advisory Services
Virginia
$1.08M +$69.5K +1,354 +7%
AWC
163
Abundance Wealth Counselors
Pennsylvania
$1.07M -$1.41M -27,547 -57%
NCM
164
Northwest Capital Management
Oregon
$1.06M +$25K +488 +2%
WFAG
165
Wescott Financial Advisory Group
Pennsylvania
$1.05M +$90.3K +1,761 +9%
NIC
166
Northwest Investment Counselors
Oregon
$1.05M -$53.9K -1,052 -5%
IF
167
Intrua Financial
Texas
$1.04M +$1.04M +20,225 New
William Blair & Company
168
William Blair & Company
Illinois
$1.03M – – –
TCM
169
TD Capital Management
Tennessee
$1.03M +$874K +17,046 +575%
SS
170
Simplicity Solutions
Minnesota
$990K -$11.3M -219,639 -92%
MW
171
Marcum Wealth
Ohio
$949K +$949K +18,511 New
IF
172
IRON Financial
Illinois
$939K -$5.8K -113 -0.6%
BFA
173
Beacon Financial Advisory
Ohio
$915K +$12.6K +246 +1%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$915K +$165K +3,209 +22%
TA
175
Townsend & Associates
Colorado
$903K +$903K +17,599 New
5 6
7
8 9