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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

260 hedge funds and large institutions have $2.5B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 112 increasing their positions, 63 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+8
Holders Change %
+3.17%
% of All Funds
5.34%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.47%
New
40
Increased
112
Reduced
63
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$230M
2
BlackRock
BlackRock
New York
$60.1M
3
Citadel Advisors
Citadel Advisors
Florida
$62.5M
4
SP
Symmetry Partners
Connecticut
$34.5M
5
DWA
Divergent Wealth Advisors
Utah
$35.3M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$685M
2
Osaic Holdings
Osaic Holdings
Arizona
$41.2M
3
Jane Street
Jane Street
New York
$0
4
Morgan Stanley
Morgan Stanley
New York
$73.9M
5
BSAM
Blue Sky Asset Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
226
Global Retirement Partners
California
$65K +$412 +8 +0.6%
EK
227
Evensky & Katz
Florida
$63K +$1.03K +20 +2%
TFGT
228
TS Financial Group (TSFG)
Illinois
$62K – – –
BWL
229
Bogart Wealth LLC
Virginia
$57K – – –
CAAS
230
Capital Asset Advisory Services
Michigan
$53K +$6.91K +134 +15%
EIP
231
Ellis Investment Partners
Pennsylvania
$50K +$306 +6 +0.6%
VFA
232
Valeo Financial Advisors
Indiana
$43K – – –
GTAM
233
Global Trust Asset Management
Florida
$36K – – –
SF
234
Synovus Financial
Georgia
$35K -$50.3K -990 -59%
JFA
235
JNBA Financial Advisors
Minnesota
$33K – – –
FHA
236
Flagship Harbor Advisors
Massachusetts
$33K – – –
PP
237
Pacifica Partners
Canada
$33K +$208 +4 +0.6%
Franklin Resources
238
Franklin Resources
California
$32K +$32K +625 New
MPCG
239
Matrix Private Capital Group
New York
$31K – – –
IF
240
Ironwood Financial
Arizona
$29K – – –
SWM
241
Sugarloaf Wealth Management
Georgia
$28K +$154 +3 +0.6%
AIC
242
Archer Investment Corporation
Indiana
$27K – – –
EW
243
Evoke Wealth
California
$27K – – –
LFG
244
Larson Financial Group
Missouri
$26K +$2.13K +42 +9%
AWM
245
Avior Wealth Management
Nebraska
$24K +$18.7K +376 +355%
CFG
246
Capstone Financial Group
Oklahoma
$23K – – –
BWM
247
Baystate Wealth Management
Massachusetts
$21K +$102 +2 +0.5%
APWA
248
Atlas Private Wealth Advisors
New Jersey
$19K +$19K +375 New
PMFA
249
Plante Moran Financial Advisors
Michigan
$15K +$15K +296 New
AF
250
Advisornet Financial
Minnesota
$13K – – –
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10
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