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

244 hedge funds and large institutions have $2.24B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 102 increasing their positions, 50 reducing their positions, and 18 closing their positions.

Holders
244
Holders Change
+39
Holders Change %
+19.02%
% of All Funds
4.82%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.36%
New
63
Increased
102
Reduced
50
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$745M
2
ST
2
Spinnaker Trust
Maine
$24.2M
3
CIP
3
Capital Insight Partners
Arizona
$23.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$70.3M
5
DWA
5
Divergent Wealth Advisors
Utah
$43.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$45.8M
2
WAM
2
Wealthspire Advisors (Maryland)
Maryland
$5.41M
3
SMM
3
Stadion Money Management
Georgia
$45.3M
4
Ameriprise
4
Ameriprise
Minnesota
$35.8M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$745M 14,772,945 +10,109,065 +217%
CSIA
2
Charles Schwab Investment Advisory
California
$176M 3,495,474 -61,528 -2%
Bank of America
3
Bank of America
North Carolina
$122M 2,426,230 +202,063 +9%
Morgan Stanley
4
Morgan Stanley
New York
$90.1M 1,788,372 +161,347 +10%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$79.3M 1,574,289 -9,167 -0.6%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$70.3M 1,394,263 +297,976 +27%
UBS Group
7
UBS Group
Switzerland
$54.3M 1,077,683 -67,529 -6%
Wells Fargo
8
Wells Fargo
California
$45.8M 908,631 -629,024 -41%
SMM
9
Stadion Money Management
Georgia
$45.3M 899,370 -158,760 -15%
DWA
10
Divergent Wealth Advisors
Utah
$43.3M 859,793 +227,338 +36%
Ameriprise
11
Ameriprise
Minnesota
$35.8M 710,418 -107,782 -13%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$35.7M 707,902 +131,739 +23%
Mariner
13
Mariner
Kansas
$28.9M 573,386 +112,208 +24%
LF
14
Lee Financial
Texas
$26.9M 533,405 +20,792 +4%
ST
15
Spinnaker Trust
Maine
$24.2M 480,186 +475,210 +9,550%
LPL Financial
16
LPL Financial
California
$23.7M 471,085 +114,387 +32%
TAIM
17
TD Ameritrade Investment Management
Nebraska
$23.3M 461,553 +83,712 +22%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$23.2M 460,707 +63,395 +16%
CIP
19
Capital Insight Partners
Arizona
$23.2M 460,030 +460,030 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$20.7M 411,120 +24,995 +6%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$20.6M 21,455 +8,652 +68%
DWM
22
Destination Wealth Management
California
$19.7M 390,606 +8,422 +2%
EA
23
Evergreen Advisors
Tennessee
$16.8M 334,206 -16,985 -5%
ONST
24
Old North State Trust
North Carolina
$15.9M 316,129 +46,767 +17%
AWC
25
Abundance Wealth Counselors
Pennsylvania
$15.2M 301,517 +62,254 +26%
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