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

90 hedge funds and large institutions have $229M invested in iShares Core 1-5 Year USD Bond ETF in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
17
Increased
38
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$14.9M
3
Bank of America
3
Bank of America
North Carolina
$27.5M
4
PWS
4
Paragon Wealth Strategies
Florida
$4.57M
5
LF
5
Lee Financial
Texas
$2.59M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
VC
3
Vicus Capital
Pennsylvania
$507K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$391K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$32.3M 646,666 +342,835 +113%
Bank of America
2
Bank of America
North Carolina
$27.5M 550,537 +151,109 +38%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$17.5M 349,629 +17,395 +5%
Goldman Sachs
4
Goldman Sachs
New York
$14.9M 296,992 +245,768 +480%
GFG
5
Gray Financial Group
Georgia
$11.5M 229,902 – –
UCFA
6
United Capital Financial Advisors
Texas
$8.37M 167,291 +2,590 +2%
SPC
7
Sigma Planning Corp
Michigan
$6.42M 128,323 +119 +0.1%
Wells Fargo
8
Wells Fargo
California
$6.33M 126,511 +29,678 +31%
SFA
9
Stewardship Financial Advisors
Georgia
$5.8M 116,056 +12,313 +12%
UBS Group
10
UBS Group
Switzerland
$5.66M 113,098 +43,348 +62%
HCM
11
Hollencrest Capital Management
California
$5.48M 109,570 – –
Mariner
12
Mariner
Kansas
$5.12M 102,393 +38,065 +59%
PWS
13
Paragon Wealth Strategies
Florida
$4.57M 91,323 +91,323 New
FIM
14
Freedom Investment Management
Connecticut
$4.26M 85,229 +14,282 +20%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.16M 83,267 +13,949 +20%
RJA
16
Raymond James & Associates
Florida
$4.08M 81,492 +7,420 +10%
LPL Financial
17
LPL Financial
California
$3.79M 75,809 +11,431 +18%
NIA
18
Northstar Investment Advisors
Colorado
$3.5M 69,986 +5,677 +9%
PFM
19
Phillips Financial Management
Indiana
$3.45M 68,814 +6,267 +10%
RCAG
20
Rehmann Capital Advisory Group
Michigan
$3.41M 68,178 +17,663 +35%
HighTower Advisors
21
HighTower Advisors
Illinois
$3.12M 62,241 -32,559 -34%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.05M 61,071 +7,448 +14%
LF
23
Lee Financial
Texas
$2.59M 51,787 +51,787 New
SIAM
24
Sterling Investment Advisors (Missouri)
Missouri
$2.55M 51,045 -6,158 -11%
Ameriprise
25
Ameriprise
Minnesota
$2.48M 50,216 +7,697 +18%
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