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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 %
IF
251
Ironwood Financial
Arizona
$26K -$3.37K -65 -11%
AWM
252
Avior Wealth Management
Nebraska
$25K +$155 +3 +0.6%
CFG
253
Capstone Financial Group
Oklahoma
$23K – – –
BWM
254
Baystate Wealth Management
Massachusetts
$21K +$102 +2 +0.5%
APWA
255
Atlas Private Wealth Advisors
New Jersey
$19K – – –
CSPIA
256
Cary Street Partners Investment Advisory
Virginia
$15K +$15K +300 New
HNB
257
Huntington National Bank
Ohio
$11K -$11K – –
PMFA
258
Plante Moran Financial Advisors
Michigan
$10K -$4.73K -95 -32%
CIAS
259
Capital Investment Advisory Services
North Carolina
$10K – – –
KCM
260
Kathmere Capital Management
Pennsylvania
$10K +$10K +196 New
JWM
261
Jeppson Wealth Management
California
$10K +$10K +200 New
CHAM
262
Clear Harbor Asset Management
Connecticut
$8.76K +$8.76K +170 New
SWM
263
Selective Wealth Management
Virginia
$6K – – –
AA
264
Ancora Advisors
Ohio
$5K – – –
F
265
F3Logic
Minnesota
$4.66K +$185 +3,583 +4%
BWM
266
BerganKDV Wealth Management
Minnesota
$4K – – –
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
PFGIA
268
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
FRA
269
Front Row Advisors
California
$3K – – –
SSW
270
Smith Shellnut Wilson
Mississippi
$1.77K -$32.7K -1,679 -95%
SFA
271
Stewardship Financial Advisors
Georgia
$1K -$96.9K -1,260 -99%
BFC
272
Bedel Financial Consulting
Indiana
$1K – – –
BBL
273
Beck Bode LLC
Massachusetts
$1K +$1K +26 New
Citadel Advisors
274
Citadel Advisors
Florida
– -$62.5M -1,213,414 Closed
CCFM
275
Clear Creek Financial Management
Washington
– -$6.26M -121,648 Closed
8 9 10
11
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