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iShares Core 1-5 Year USD Bond ETF

103 hedge funds and large institutions have $317M invested in iShares Core 1-5 Year USD Bond ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
103
Holders Change
Holders Change %
0%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
38
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$39.4M 782,875 -9,365 -1%
Bank of America
2
Bank of America
North Carolina
$34.5M 685,947 -22,929 -3%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$25.6M 509,915 +69,092 +16%
DWM
4
Destination Wealth Management
California
$17.4M 345,413 +68,770 +25%
RJA
5
Raymond James & Associates
Florida
$16.6M 331,043 +248,204 +300%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$11.1M 221,664 +63,687 +40%
LF
7
Lee Financial
Texas
$10.9M 216,759 +48,229 +29%
Wells Fargo
8
Wells Fargo
California
$10.8M 214,443 -20,743 -9%
LPL Financial
9
LPL Financial
California
$9.67M 192,252 +13,560 +8%
UBS Group
10
UBS Group
Switzerland
$9.56M 190,214 -98,634 -34%
NIA
11
Northstar Investment Advisors
Colorado
$8.9M 119,445 +28,971 +32%
RCAG
12
Rehmann Capital Advisory Group
Michigan
$7.53M 149,870 +21,952 +17%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$6.88M 136,948 +9,004 +7%
UCFA
14
United Capital Financial Advisors
Texas
$6.64M 131,988 -18,076 -12%
Mariner
15
Mariner
Kansas
$6.25M 124,398 +9,146 +8%
PFM
16
Phillips Financial Management
Indiana
$6.13M 122,014 +43,431 +55%
CBB
17
Citizens Business Bank
California
$6.08M 120,935 -930 -0.8%
SPC
18
Sigma Planning Corp
Michigan
$5.98M 118,976 -31,774 -21%
MML Investors Services
19
MML Investors Services
Massachusetts
$5.16M 102,627 +33,276 +48%
CCM
20
Coldstream Capital Management
Washington
$4.54M 90,336 -9,764 -10%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$4.27M 84,864 -35,804 -30%
LNC
22
Lincoln National Corp
Pennsylvania
$4.21M 83,647 +4,412 +6%
HighTower Advisors
23
HighTower Advisors
Illinois
$3.68M 73,281 -7,370 -9%
VF
24
Virtu Financial
New York
$3.18M 63,312 +63,312 New
SIAM
25
Sterling Investment Advisors (Missouri)
Missouri
$3.15M 62,606 +8,035 +15%