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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

271 hedge funds and large institutions have $2.7B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 124 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+11
Holders Change %
+4.23%
% of All Funds
5.48%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.49%
New
31
Increased
124
Reduced
73
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
Acorns Advisers
California
$182M
2
Ameriprise
Ameriprise
Minnesota
$275M
3
UBS Group
UBS Group
Switzerland
$101M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$41.6M
5
RJA
Raymond James & Associates
Florida
$707M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$63.9M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
BlackRock
BlackRock
New York
$2.5M
4
DWA
Divergent Wealth Advisors
Utah
$17.4M
5
TPWA
TRUE Private Wealth Advisors
Oregon
$495K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCWA
226
Pacific Capital Wealth Advisors
California
$79K +$79K +1,532 New
GSWM
227
Golden State Wealth Management
California
$77K +$77K +1,484 New
OC
228
Oakworth Capital
Alabama
$76K – – –
SSWG
229
Seven Springs Wealth Group
Tennessee
$73K – – –
LFG
230
Larson Financial Group
Missouri
$67K +$40.7K +792 +154%
GRP
231
Global Retirement Partners
California
$65K +$359 +7 +0.6%
TFGT
232
TS Financial Group (TSFG)
Illinois
$62K – – –
EK
233
Evensky & Katz
Florida
$60K -$3.35K -65 -5%
BWL
234
Bogart Wealth LLC
Virginia
$57K – – –
CAAS
235
Capital Asset Advisory Services
Michigan
$52K -$666 -13 -1%
SFPG
236
Stonebridge Financial Planning Group
Florida
$52K +$52K +1,000 New
Fidelity Investments
237
Fidelity Investments
Massachusetts
$51K +$46.3K +899 +988%
ADL
238
Asset Dedication LLC
California
$50K -$132K -2,601 -72%
EIP
239
Ellis Investment Partners
Pennsylvania
$50K +$254 +5 +0.5%
VFA
240
Valeo Financial Advisors
Indiana
$43K – – –
JFA
241
JNBA Financial Advisors
Minnesota
$39K +$5.51K +106 +16%
GTAM
242
Global Trust Asset Management
Florida
$36K +$51 +1 +0.1%
FHA
243
Flagship Harbor Advisors
Massachusetts
$33K – – –
PP
244
Pacifica Partners
Canada
$33K +$155 +3 +0.5%
Franklin Resources
245
Franklin Resources
California
$32K – – –
MPCG
246
Matrix Private Capital Group
New York
$31K – – –
AF
247
Advisornet Financial
Minnesota
$31K +$18.4K +357 +147%
AIC
248
Archer Investment Corporation
Indiana
$28.5K +$1.44K +28 +5%
SWM
249
Sugarloaf Wealth Management
Georgia
$28K +$153 +3 +0.6%
EW
250
Evoke Wealth
California
$27K – – –
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10
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