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iShares Core 1-5 Year USD Bond ETF

149 hedge funds and large institutions have $1.23B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 15 closing their positions.

Holders
149
Holders Change
+8
Holders Change %
+5.67%
% of All Funds
3.42%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
24
Increased
65
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$464M 9,454,483 +9,454,483 New
RJA
2
Raymond James & Associates
Florida
$139M 2,836,488 +2,387,065 +531%
Wells Fargo
3
Wells Fargo
California
$72.2M 1,471,302 +36,550 +3%
Bank of America
4
Bank of America
North Carolina
$66.3M 1,350,401 +392,587 +41%
Morgan Stanley
5
Morgan Stanley
New York
$52.9M 1,077,884 +274,856 +34%
ST
6
Spinnaker Trust
Maine
$38.5M 784,973 +25,691 +3%
DWA
7
Divergent Wealth Advisors
Utah
$28.6M 582,376 +10,291 +2%
AEPG
8
American Economic Planning Group
New Jersey
$28.3M 577,036 +8,454 +1%
AI
9
Atria Investments
North Carolina
$27.7M 564,708 +8,067 +1%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$27M 547,876
UBS Group
11
UBS Group
Switzerland
$23.5M 478,608 +220,838 +86%
LF
12
Lee Financial
Texas
$21.9M 446,344 +98,925 +28%
LPL Financial
13
LPL Financial
California
$16.6M 339,126 -125,123 -27%
DWM
14
Destination Wealth Management
California
$16.4M 335,015 +334,762 +132,317%
TPWA
15
TRUE Private Wealth Advisors
Oregon
$12.2M 249,128 +26,011 +12%
CBB
16
Citizens Business Bank
California
$12.1M 246,785 +116,713 +90%
Mariner
17
Mariner
Kansas
$9.57M 194,921 +21,035 +12%
UCFA
18
United Capital Financial Advisors
Texas
$7.66M 156,036 +20,579 +15%
BC
19
Brinker Capital
Pennsylvania
$6.96M 141,813 -304 -0.2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.76M 137,736 -4,886 -3%
HighTower Advisors
21
HighTower Advisors
Illinois
$6.63M 135,261 +4,253 +3%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$6.62M 134,821 +55,494 +70%
SIAM
23
Sterling Investment Advisors (Missouri)
Missouri
$6.04M 123,014 +50,102 +69%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$6.01M 122,402 -2,802 -2%
PFM
25
Phillips Financial Management
Indiana
$5.65M 115,513 +1,678 +1%