ISTB icon

iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

86 hedge funds and large institutions have $200M invested in iShares Core 1-5 Year USD Bond ETF in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
15
Increased
35
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$4.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.74M
4
NIA
4
Northstar Investment Advisors
Colorado
$3.25M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.59M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$8.34M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.26M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$16.8M
4
Jane Street
4
Jane Street
New York
$0
5
LPL Financial
5
LPL Financial
California
$3.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIC
26
Northwest Investment Counselors
Oregon
$2.34M -$173K -3,425 -7%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$2.26M -$724K -14,300 -24%
Ameriprise
28
Ameriprise
Minnesota
$2.15M +$674K +13,311 +46%
HH
29
Hilltop Holdings
Texas
$1.95M +$1.95M +38,468 New
HS
30
Horan Securities
United States
$1.87M -$1.72M -34,063 -48%
RW
31
Rand Wealth
Maryland
$1.82M – – –
ADL
32
Asset Dedication LLC
California
$1.38M +$886K +17,485 +178%
CAN
33
Cetera Advisor Networks
California
$1.29M +$1.29M +25,367 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.26M -$105M -2,075,311 -99%
CIBC World Market
35
CIBC World Market
Ontario, Canada
$1.25M +$41.8K +826 +3%
BCI
36
Brinker Capital Investments
Pennsylvania
$1.21M +$88.6K +1,749 +8%
PIM
37
Provident Investment Management
Michigan
$1.19M +$540K +10,655 +83%
SAM
38
SignalPoint Asset Management
Missouri
$1.11M +$356K +7,028 +47%
ASN
39
Advisory Services Network
Georgia
$1.08M +$289K +5,704 +37%
MHS
40
M Holdings Securities
Oregon
$1M +$1M +19,734 New
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$925K – – –
VKH
42
Virtu KCG Holdings
New York
$801K +$457K +9,017 +133%
HB
43
Homrich & Berg
Georgia
$754K -$82.2K -1,622 -10%
EDRIA
44
Edmonds Duncan Registered Investment Advisors
Kansas
$694K -$630K -12,463 -48%
Citadel Advisors
45
Citadel Advisors
Florida
$684K +$684K +13,513 New
AG
46
Advisor Group
Arizona
$526K -$9.73K -192 -2%
CWM
47
Concert Wealth Management
California
$476K +$476K +9,430 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$469K -$3.01M -59,478 -87%
IF
49
Ironwood Financial
Arizona
$448K +$36.4K +719 +9%
WP
50
WealthSource Partners
California
$406K -$20.5K -406 -5%
1
2
3 4