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

37 hedge funds and large institutions have $168M invested in iShares Core 1-5 Year USD Bond ETF in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
37
Holders Change
+8
Holders Change %
+27.59%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
14
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$59.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$58.7M
3
RJA
3
Raymond James & Associates
Florida
$3.15M
4
SIAM
4
Sterling Investment Advisors (Missouri)
Missouri
$2.81M
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$1.41M

Top Sellers

1
HB
1
Homrich & Berg
Georgia
$3.85M
2
JG
2
Jefferies Group
New York
$1.41M
3
LPL Financial
3
LPL Financial
California
$344K
4
CS
4
Credit Suisse
Switzerland
$0
5
VIA
5
Vantage Investment Advisors
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$59.3M 591,968 +441,905 +294%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$58.7M 585,912 +437,082 +294%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$11.3M 113,195 +4,803 +4%
Bank of America
4
Bank of America
North Carolina
$6.81M 67,945 +10,980 +19%
Morgan Stanley
5
Morgan Stanley
New York
$4.34M 43,312 +5,490 +15%
HB
6
Homrich & Berg
Georgia
$3.85M 38,427 -41,145 -52%
RJA
7
Raymond James & Associates
Florida
$3.15M 31,440 +31,440 New
NRECA
8
National Rural Electric Cooperative Association
Virginia
$2.97M 29,621 – –
NIC
9
Northwest Investment Counselors
Oregon
$2.86M 28,553 -2,005 -7%
SIAM
10
Sterling Investment Advisors (Missouri)
Missouri
$2.81M 28,032 +28,032 New
PFM
11
Phillips Financial Management
Indiana
$2.28M 22,740 +1,844 +9%
RCAG
12
Rehmann Capital Advisory Group
Michigan
$1.41M 14,113 +14,113 New
JG
13
Jefferies Group
New York
$1.41M 14,042 -25,376 -64%
BFA
14
Beaumont Financial Advisors
Massachusetts
$803K 8,010 -19 -0.2%
CW
15
Cobiz Wealth
Colorado
$775K 7,734 +304 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$772K 7,707 -1,729 -18%
MIAN
17
Mariner Independent Advisor Network
Kansas
$427K 4,265 +4,265 New
Franklin Resources
18
Franklin Resources
California
$401K 4,000 +4,000 New
SPC
19
Sigma Planning Corp
Michigan
$396K 3,948 +3,948 New
TCM
20
Towercrest Capital Management
Pennsylvania
$367K 3,662 +3,662 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$349K 3,481 +522 +18%
LPL Financial
22
LPL Financial
California
$344K 3,435 -3,999 -54%
NPF
23
Norris Perne & French
Michigan
$336K 3,355 -1,075 -24%
VC
24
Vicus Capital
Pennsylvania
$336K 3,357 +400 +14%
BCI
25
Brinker Capital Investments
Pennsylvania
$327K 3,262 +2,694 +474%
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