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iShares Core 1-5 Year USD Bond ETF

127 hedge funds and large institutions have $435M invested in iShares Core 1-5 Year USD Bond ETF in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
127
Holders Change
+24
Holders Change %
+23.3%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
58
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$55.1M 1,106,031 +420,084 +61%
Morgan Stanley
2
Morgan Stanley
New York
$40.1M 803,903 +21,028 +3%
DWA
3
Divergent Wealth Advisors
Utah
$33.4M 669,620 +669,620 New
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$26.4M 529,699 +19,784 +4%
LPL Financial
5
LPL Financial
California
$24.5M 491,114 +298,862 +155%
RJA
6
Raymond James & Associates
Florida
$17.5M 351,351 +20,308 +6%
DWM
7
Destination Wealth Management
California
$16.3M 327,957 -17,456 -5%
LF
8
Lee Financial
Texas
$14.3M 286,881 +70,122 +32%
Wells Fargo
9
Wells Fargo
California
$12.4M 248,783 +34,340 +16%
NIA
10
Northstar Investment Advisors
Colorado
$10.3M 144,162 +24,717 +21%
PWPCM
11
Perella Weinberg Partners Capital Management
New York
$9.89M 198,249 +198,249 New
UBS Group
12
UBS Group
Switzerland
$9.54M 191,478 +1,264 +0.7%
RCAG
13
Rehmann Capital Advisory Group
Michigan
$7.98M 160,221 +10,351 +7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$7.78M 156,196 +19,248 +14%
BAAM
15
Baker Avenue Asset Management
California
$7.54M 151,400 +134,780 +811%
MML Investors Services
16
MML Investors Services
Massachusetts
$7.21M 144,771 +42,144 +41%
Mariner
17
Mariner
Kansas
$7.06M 141,682 +17,284 +14%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.74M 135,178 -86,486 -39%
UCFA
19
United Capital Financial Advisors
Texas
$6.46M 129,663 -2,325 -2%
CBB
20
Citizens Business Bank
California
$6.21M 124,643 +3,708 +3%
VF
21
Virtu Financial
New York
$5.58M 111,996 +48,684 +77%
PFM
22
Phillips Financial Management
Indiana
$5.58M 112,201 -9,813 -8%
HighTower Advisors
23
HighTower Advisors
Illinois
$5.05M 101,217 +27,936 +38%
SPC
24
Sigma Planning Corp
Michigan
$5M 100,430 -18,546 -16%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.96M 99,563 +95,031 +2,097%