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iShares Core 1-5 Year USD Bond ETF

103 hedge funds and large institutions have $290M invested in iShares Core 1-5 Year USD Bond ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
103
Holders Change
+8
Holders Change %
+8.42%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
17
Increased
50
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$39.8M 792,240 -517,948 -40%
Bank of America
2
Bank of America
North Carolina
$35.6M 708,876 +42,282 +6%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$22.2M 440,823 +88,629 +25%
UBS Group
4
UBS Group
Switzerland
$14.5M 288,848 +122,516 +74%
DWM
5
Destination Wealth Management
California
$13.9M 276,643 +276,643 New
Wells Fargo
6
Wells Fargo
California
$11.8M 235,186 +5,005 +2%
LPL Financial
7
LPL Financial
California
$8.98M 178,692 +39,262 +28%
LF
8
Lee Financial
Texas
$8.47M 168,530 +11,274 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.94M 157,977 +80,483 +104%
SPC
10
Sigma Planning Corp
Michigan
$7.58M 150,750 -7,246 -5%
UCFA
11
United Capital Financial Advisors
Texas
$7.54M 150,064 -2,461 -2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.43M 127,944 +23,154 +22%
RCAG
13
Rehmann Capital Advisory Group
Michigan
$6.43M 127,918 +11,151 +10%
CBB
14
Citizens Business Bank
California
$6.13M 121,865 +10,453 +9%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$6.07M 120,668 +5,727 +5%
Mariner
16
Mariner
Kansas
$5.79M 115,252 +12,205 +12%
CCM
17
Coldstream Capital Management
Washington
$5.03M 100,100 +9,820 +11%
NIA
18
Northstar Investment Advisors
Colorado
$4.55M 90,474 +1,173 +1%
RJA
19
Raymond James & Associates
Florida
$4.16M 82,839 -2,961 -3%
HighTower Advisors
20
HighTower Advisors
Illinois
$4.05M 80,651 +16,669 +26%
LNC
21
Lincoln National Corp
Pennsylvania
$3.98M 79,235 +2,246 +3%
PFM
22
Phillips Financial Management
Indiana
$3.95M 78,583 +910 +1%
MML Investors Services
23
MML Investors Services
Massachusetts
$3.49M 69,351 +69,351 New
Goldman Sachs
24
Goldman Sachs
New York
$2.98M 59,354 -52,727 -47%
SIAM
25
Sterling Investment Advisors (Missouri)
Missouri
$2.74M 54,571 +3,039 +6%