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

64 hedge funds and large institutions have $313M invested in iShares Core 1-5 Year USD Bond ETF in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
64
Holders Change
+13
Holders Change %
+25.49%
% of All Funds
1.68%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
19
Increased
27
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
Atria Investments
North Carolina
$12.9M
2
AEPG
2
American Economic Planning Group
New Jersey
$12.9M
3
GFG
3
Gray Financial Group
Georgia
$12.4M
4
LPL Financial
4
LPL Financial
California
$14.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$81.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
RW
2
Rand Wealth
Maryland
$1.81M
3
Wells Fargo
3
Wells Fargo
California
$4.6M
4
SIAM
4
Sterling Investment Advisors (Missouri)
Missouri
$2.62M
5
CW
5
Cobiz Wealth
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$82.1M 827,180 +67,839 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$81.8M 823,802 +73,432 +10%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$21.3M 214,463 +13,362 +7%
LPL Financial
4
LPL Financial
California
$14.4M 145,317 +120,254 +480%
Bank of America
5
Bank of America
North Carolina
$13.4M 134,759 +9,536 +8%
AI
6
Atria Investments
North Carolina
$12.9M 130,002 +130,002 New
AEPG
7
American Economic Planning Group
New Jersey
$12.9M 130,197 +130,197 New
GFG
8
Gray Financial Group
Georgia
$12.4M 124,931 +124,931 New
HCM
9
Hollencrest Capital Management
California
$5.44M 54,785 – –
Morgan Stanley
10
Morgan Stanley
New York
$4.86M 48,915 +20,637 +73%
Wells Fargo
11
Wells Fargo
California
$4.6M 46,339 -15,366 -25%
SFA
12
Stewardship Financial Advisors
Georgia
$4.54M 45,707 +45,707 New
ACM
13
Arlington Capital Management
Illinois
$3.35M 33,757 +9 +0%
PFM
14
Phillips Financial Management
Indiana
$3.3M 33,119 +348 +1%
RJA
15
Raymond James & Associates
Florida
$3.22M 32,416 +1,087 +3%
NRECA
16
National Rural Electric Cooperative Association
Virginia
$2.94M 29,621 – –
NIC
17
Northwest Investment Counselors
Oregon
$2.68M 27,018 -1,775 -6%
SIAM
18
Sterling Investment Advisors (Missouri)
Missouri
$2.62M 26,351 -4,347 -14%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.19M 22,083 +2,439 +12%
RCAG
20
Rehmann Capital Advisory Group
Michigan
$1.82M 18,369 +206 +1%
RW
21
Rand Wealth
Maryland
$1.81M 18,234 -30,377 -62%
UBS Group
22
UBS Group
Switzerland
$1.34M 13,543 +9,016 +199%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$1.34M 13,457 +1,235 +10%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$1.31M 13,160 +6,950 +112%
FIM
25
Freedom Investment Management
Connecticut
$1.24M 12,491 +12,491 New
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