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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 %
HNB
251
Huntington National Bank
Ohio
$11K -$24K – –
CIAS
252
Capital Investment Advisory Services
North Carolina
$10K – – –
SWM
253
Selective Wealth Management
Virginia
$6K – – –
Fidelity Investments
254
Fidelity Investments
Massachusetts
$5K -$43.8K -798 -90%
MA
255
MCF Advisors
Kentucky
$5K -$37.9K -780 -88%
AA
256
Ancora Advisors
Ohio
$5K – – –
BWM
257
BerganKDV Wealth Management
Minnesota
$4K – – –
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
PFGIA
259
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
FRA
260
Front Row Advisors
California
$3K – – –
HWA
261
HCR Wealth Advisors
California
$2K +$2K +37 New
BFC
262
Bedel Financial Consulting
Indiana
$1K – – –
Jane Street
263
Jane Street
New York
– -$22.8M -451,665 Closed
BSAM
264
Blue Sky Asset Management
Colorado
– -$16.4M -323,883 Closed
KCM
265
Kathmere Capital Management
Pennsylvania
– -$3.47M -68,792 Closed
MHS
266
M Holdings Securities
Oregon
– -$3.41M -67,576 Closed
WANY
267
Wealthspire Advisors (New York)
New York
– -$2.8M -55,394 Closed
VCM
268
Verde Capital Management
Michigan
– -$61K -42,295 Closed
ACP
269
Aveo Capital Partners
Colorado
– -$551K -10,905 Closed
SAG
270
Spotlight Asset Group
Illinois
– -$550K -10,888 Closed
EWA
271
EP Wealth Advisors
California
– -$375K -7,417 Closed
CFG
272
CMC Financial Group
Georgia
– -$340K -6,734 Closed
HA
273
HC Advisors
Georgia
– -$340K -6,734 Closed
FMII
274
Farmers & Merchants Investments Inc
Nebraska
– -$285K -5,640 Closed
BS
275
Banco Santander
Spain
– -$265K -5,241 Closed
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