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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 %
BFC
251
Bedel Financial Consulting
Indiana
$1K – – –
CSIA
252
Charles Schwab Investment Advisory
California
– -$176M -3,495,474 Closed
EA
253
Evergreen Advisors
Tennessee
– -$16.8M -334,206 Closed
BA
254
BCM Advisors
Louisiana
– -$14.3M -283,255 Closed
CWA
255
Core Wealth Advisors
Florida
– -$4.62M -91,731 Closed
MIAN
256
Mariner Independent Advisor Network
Kansas
– -$2.06M -40,830 Closed
MCM
257
Monument Capital Management
Virginia
– -$886K -17,586 Closed
GPWA
258
Great Point Wealth Advisors
Massachusetts
– -$654K -12,978 Closed
LFPWM
259
Leicht Financial Planning & Wealth Management
New Jersey
– -$593K -11,759 Closed
IAA
260
Independent Advisor Alliance
North Carolina
– -$392K -7,768 Closed
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
– -$376K -7,462 Closed
MSAM
262
Moloney Securities Asset Management
Missouri
– -$265K -5,266 Closed
BFM
263
Broadview Financial Management
Wisconsin
– -$245K -4,852 Closed
ATPW
264
Ashton Thomas Private Wealth
Arizona
– -$244K -4,840 Closed
DWT
265
Dorsey & Whitney Trust
South Dakota
– -$237K -4,703 Closed
SAM
266
Strategy Asset Managers
California
– -$219K -4,340 Closed
WS
267
Wedbush Securities
California
– -$215K -4,273 Closed
MCA
268
Magnolia Capital Advisors
Mississippi
– -$211K -4,203 Closed
FCM
269
Firestone Capital Management
Florida
– -$95K -1,890 Closed
EP
270
Eudaimonia Partners
Tennessee
– -$56K -1,121 Closed
PCA
271
Peddock Capital Advisors
Massachusetts
– -$32K -644 Closed
RIA
272
Realta Investment Advisors
Delaware
– -$24K -480 Closed
CHA
273
Carmichael Hill & Associates
Maryland
– -$13K -265 Closed
DY
274
Dowling & Yahnke
California
– -$9K -180 Closed
CHAM
275
Clear Harbor Asset Management
Connecticut
– -$8.57K -170 Closed
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