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

76 hedge funds and large institutions have $342M invested in iShares Core 1-5 Year USD Bond ETF in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
76
Holders Change
+10
Holders Change %
+15.15%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
14
Increased
33
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$17.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$107M
3
UCFA
3
United Capital Financial Advisors
Texas
$57.3M
4
Jane Street
4
Jane Street
New York
$5.31M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.49M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$7.94M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.1M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$646K
4
UBS Group
4
UBS Group
Switzerland
$2.99M
5
VKH
5
Virtu KCG Holdings
New York
$345K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$107M 1,050,106 +114,281 +12%
UCFA
2
United Capital Financial Advisors
Texas
$57.3M 1,123,195 +157,413 +16%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$29.6M 291,825 +12,233 +4%
Bank of America
4
Bank of America
North Carolina
$18.2M 179,209 +2,046 +1%
FI
5
FormulaFolio Investments
Michigan
$17.9M 176,335 +176,335 New
GFG
6
Gray Financial Group
Georgia
$11.7M 114,951 -9,980 -8%
Morgan Stanley
7
Morgan Stanley
New York
$10.6M 104,227 +19,243 +23%
LPL Financial
8
LPL Financial
California
$7.94M 78,281 -64,742 -45%
HCM
9
Hollencrest Capital Management
California
$5.56M 54,785 – –
Jane Street
10
Jane Street
New York
$5.31M 52,251 +30,002 +135%
Wells Fargo
11
Wells Fargo
California
$5.07M 49,890 -590 -1%
SPC
12
Sigma Planning Corp
Michigan
$4.98M 49,004 +12,507 +34%
SFA
13
Stewardship Financial Advisors
Georgia
$4.69M 46,134 -8,155 -15%
RJA
14
Raymond James & Associates
Florida
$3.64M 35,795 +2,221 +7%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.49M 34,372 +29,885 +666%
FIM
16
Freedom Investment Management
Connecticut
$3.33M 32,739 +6,573 +25%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.03M 29,829 +13,166 +79%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$2.99M 29,475 +1,875 +7%
UBS Group
19
UBS Group
Switzerland
$2.99M 29,433 -14,838 -34%
Mariner
20
Mariner
Kansas
$2.85M 28,018 +9,625 +52%
PFM
21
Phillips Financial Management
Indiana
$2.62M 25,844 +476 +2%
SIAM
22
Sterling Investment Advisors (Missouri)
Missouri
$2.53M 24,884 -78 -0.3%
NIC
23
Northwest Investment Counselors
Oregon
$2.52M 24,823 -1,445 -6%
RCAG
24
Rehmann Capital Advisory Group
Michigan
$2.35M 23,106 +2,837 +14%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.1M 20,657 -27,076 -57%
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