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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

76 hedge funds and large institutions have $342M invested in iShares Core 1-5 Year USD Bond ETF in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+10
Holders Change %
+15.15%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
14
Increased
33
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$17.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$107M
3
UCFA
3
United Capital Financial Advisors
Texas
$57.3M
4
Jane Street
4
Jane Street
New York
$5.31M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.49M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$7.94M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.1M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$646K
4
UBS Group
4
UBS Group
Switzerland
$2.99M
5
VKH
5
Virtu KCG Holdings
New York
$345K
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
26
Rand Wealth
Maryland
$1.83M -$15.1K -298 -0.8%
HS
27
Horan Securities
United States
$1.8M +$1.41M +55,642 +364%
Ameriprise
28
Ameriprise
Minnesota
$1.48M +$1.04M +20,424 +233%
CIBC World Market
29
CIBC World Market
Ontario, Canada
$1.21M -$243K -4,782 -17%
BCI
30
Brinker Capital Investments
Pennsylvania
$1.13M +$219K +4,318 +24%
LI
31
LVZ Inc
Michigan
$982K +$28.1K +554 +3%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$928K -$66.4K -1,308 -7%
HB
33
Homrich & Berg
Georgia
$838K +$203 +4 +0%
ASN
34
Advisory Services Network
Georgia
$791K +$445K +8,764 +129%
SAM
35
SignalPoint Asset Management
Missouri
$757K +$757K +14,900 New
EDRIA
36
Edmonds Duncan Registered Investment Advisors
Kansas
$664K +$365K +14,404 +122%
PIM
37
Provident Investment Management
Michigan
$650K +$50.8K +1,000 +8%
NIA
38
Northstar Investment Advisors
Colorado
$650K +$650K +12,810 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$646K -$1.85M -36,400 -74%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$570K +$570K +11,224 New
VC
41
Vicus Capital
Pennsylvania
$560K -$11.3K -222 -2%
AG
42
Advisor Group
Arizona
$535K +$535K +10,568 New
ADL
43
Asset Dedication LLC
California
$498K +$261K +5,146 +110%
WP
44
WealthSource Partners
California
$428K +$95.6K +1,882 +29%
IF
45
Ironwood Financial
Arizona
$413K +$413K +8,124 New
Citigroup
46
Citigroup
New York
$348K – – –
VKH
47
Virtu KCG Holdings
New York
$345K -$1.14M -22,548 -77%
AFP
48
Ausdal Financial Partners
Iowa
$297K +$297K +5,846 New
EWA
49
EP Wealth Advisors
California
$256K – – –
EDRE
50
Edmond de Rothschild (Europe)
Luxembourg
$254K +$254K +5,000 New
1
2
3 4