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

95 hedge funds and large institutions have $288M invested in iShares Core 1-5 Year USD Bond ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
95
Holders Change
+5
Holders Change %
+5.56%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
16
Increased
40
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$65.7M
2
Bank of America
2
Bank of America
North Carolina
$33.4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.76M
4
CBB
4
Citizens Business Bank
California
$5.58M
5
LF
5
Lee Financial
Texas
$7.88M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.62M
2
SFA
2
Stewardship Financial Advisors
Georgia
$886K
3
PWS
3
Paragon Wealth Strategies
Florida
$0
4
FIM
4
Freedom Investment Management
Connecticut
$0
5
JSL
5
JT Stratford LLC
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$65.7M 1,310,188 +663,522 +103%
Bank of America
2
Bank of America
North Carolina
$33.4M 666,594 +116,057 +21%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$17.7M 352,194 +2,565 +0.7%
Wells Fargo
4
Wells Fargo
California
$11.5M 230,181 +103,670 +82%
UBS Group
5
UBS Group
Switzerland
$8.34M 166,332 +53,234 +47%
SPC
6
Sigma Planning Corp
Michigan
$7.92M 157,996 +29,673 +23%
LF
7
Lee Financial
Texas
$7.88M 157,256 +105,469 +204%
UCFA
8
United Capital Financial Advisors
Texas
$7.65M 152,525 -14,766 -9%
PIM
9
Parasol Investment Management
Illinois
$7.19M 143,530 +97,380 +211%
LPL Financial
10
LPL Financial
California
$6.99M 139,430 +63,621 +84%
RCAG
11
Rehmann Capital Advisory Group
Michigan
$5.85M 116,767 +48,589 +71%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.76M 114,941 +114,941 New
Goldman Sachs
13
Goldman Sachs
New York
$5.62M 112,081 -184,911 -62%
CBB
14
Citizens Business Bank
California
$5.58M 111,412 +111,412 New
HCM
15
Hollencrest Capital Management
California
$5.49M 109,570 – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.25M 104,790 +21,523 +26%
Mariner
17
Mariner
Kansas
$5.16M 103,047 +654 +0.6%
CCM
18
Coldstream Capital Management
Washington
$4.53M 90,280 +90,280 New
NIA
19
Northstar Investment Advisors
Colorado
$4.48M 89,301 +19,315 +28%
RJA
20
Raymond James & Associates
Florida
$4.3M 85,800 +4,308 +5%
PFM
21
Phillips Financial Management
Indiana
$3.9M 77,673 +8,859 +13%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.89M 77,494 +16,423 +27%
LNC
23
Lincoln National Corp
Pennsylvania
$3.86M 76,989 +76,989 New
Ameriprise
24
Ameriprise
Minnesota
$3.46M 68,938 +18,722 +37%
HighTower Advisors
25
HighTower Advisors
Illinois
$3.21M 63,982 +1,741 +3%
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