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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

252 hedge funds and large institutions have $2.23B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 88 increasing their positions, 92 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+8
Holders Change %
+3.28%
% of All Funds
5.57%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
39
Increased
88
Reduced
92
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$169M
2
Ameriprise
Ameriprise
Minnesota
$107M
3
ST
Spinnaker Trust
Maine
$57.8M
4
Jane Street
Jane Street
New York
$22.8M
5
RJA
Raymond James & Associates
Florida
$767M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.27M
3
DWA
Divergent Wealth Advisors
Utah
$7.83M
4
Wells Fargo
Wells Fargo
California
$18.3M
5
LF
Lee Financial
Texas
$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
226
Larson Financial Group
Missouri
$24K +$3.16K +62 +15%
CFG
227
Capstone Financial Group
Oklahoma
$23K -$1.02K -20 -4%
BWM
228
Baystate Wealth Management
Massachusetts
$21K +$103 +2 +0.5%
CAN
229
Claraphi Advisory Network
United States
$20K +$20K +393 New
FCMT
230
Founders Capital Management (Texas)
Texas
$19K – – –
BCA
231
Berman Capital Advisors
Georgia
$18K -$78.3K -1,593 -81%
TCOV
232
Trust Company of Vermont
Vermont
$18K – – –
AF
233
Allworth Financial
California
$16K +$16K +310 New
AF
234
Advisornet Financial
Minnesota
$12K – – –
SL
235
Salomon & Ludwin
Virginia
$12K – – –
SWA
236
Stratos Wealth Advisors
Ohio
$11K +$11K +221 New
BW
237
Bison Wealth
Georgia
$10K – – –
CIAS
238
Capital Investment Advisory Services
North Carolina
$10K +$10K +200 New
SWM
239
Selective Wealth Management
Virginia
$6K +$6K +113 New
AA
240
Ancora Advisors
Ohio
$5K – – –
AWM
241
Avior Wealth Management
Nebraska
$5K – – –
VCP
242
Verus Capital Partners
Arizona
$5K – – –
TRCT
243
Tower Research Capital (TRC)
New York
$5K +$5K +100 New
BWM
244
BerganKDV Wealth Management
Minnesota
$4K -$611 -11 -13%
CAL
245
Capital Analysts LLC
Pennsylvania
$4K +$1.47K +32 +58%
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
PFGIA
247
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
FRA
248
Front Row Advisors
California
$3K – – –
TFA
249
Transamerica Financial Advisors
Florida
$2K +$2K +24 New
SFA
250
Stewardship Financial Advisors
Georgia
$1K -$121K -1,579 -99%
8 9
10
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