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

41 hedge funds and large institutions have $185M invested in iShares Core 1-5 Year USD Bond ETF in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
19
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$20.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$61.8M
3
UCFA
3
United Capital Financial Advisors
Texas
$62.3M
4
Bank of America
4
Bank of America
North Carolina
$8.02M
5
PFM
5
Phillips Financial Management
Indiana
$3.3M

Top Sellers

1
JG
1
Jefferies Group
New York
$0
2
HB
2
Homrich & Berg
Georgia
$2.56M
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$0
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$0
5
Franklin Resources
5
Franklin Resources
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$62.3M 617,577 +25,609 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$61.8M 612,559 +26,647 +5%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$20.8M 205,920 +92,725 +82%
Bank of America
4
Bank of America
North Carolina
$8.02M 79,426 +11,481 +17%
Morgan Stanley
5
Morgan Stanley
New York
$4.23M 41,888 -1,424 -3%
PFM
6
Phillips Financial Management
Indiana
$3.3M 32,710 +9,970 +44%
RJA
7
Raymond James & Associates
Florida
$3.17M 31,415 -25 -0.1%
NRECA
8
National Rural Electric Cooperative Association
Virginia
$2.99M 29,621 – –
NIC
9
Northwest Investment Counselors
Oregon
$2.85M 28,203 -350 -1%
SIAM
10
Sterling Investment Advisors (Missouri)
Missouri
$2.79M 27,668 -364 -1%
HB
11
Homrich & Berg
Georgia
$2.56M 25,361 -13,066 -34%
RCAG
12
Rehmann Capital Advisory Group
Michigan
$1.7M 16,803 +2,690 +19%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.25M 12,364 +4,657 +60%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$711K 7,043 +3,562 +102%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$708K 7,020 +7,020 New
BCI
16
Brinker Capital Investments
Pennsylvania
$630K 6,241 +2,979 +91%
Mariner
17
Mariner
Kansas
$614K 6,089 +3,355 +123%
Wells Fargo
18
Wells Fargo
California
$587K 5,820 +4,615 +383%
SPC
19
Sigma Planning Corp
Michigan
$520K 5,151 +1,203 +30%
CW
20
Cobiz Wealth
Colorado
$505K 5,005 -2,729 -35%
Jane Street
21
Jane Street
New York
$488K 4,834 +4,834 New
LPL Financial
22
LPL Financial
California
$429K 4,261 +826 +24%
TCM
23
Towercrest Capital Management
Pennsylvania
$386K 4,543 +881 +24%
MA
24
Menlo Advisors
California
$252K 2,500 – –
IC
25
Iconiq Capital
California
$250K 2,475 +2,475 New
1
2