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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

103 hedge funds and large institutions have $290M invested in iShares Core 1-5 Year USD Bond ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+8
Holders Change %
+8.42%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
17
Increased
50
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
1
Destination Wealth Management
California
$13.9M
2
UBS Group
2
UBS Group
Switzerland
$14.5M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$22.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.94M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$3.49M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.8M
2
HCM
2
Hollencrest Capital Management
California
$0
3
Jane Street
3
Jane Street
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$2.98M
5
Ameriprise
5
Ameriprise
Minnesota
$1.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFT
26
Providence First Trust
Arizona
$2.7M +$2.7M +53,789 New
HH
27
Hilltop Holdings
Texas
$2.61M -$268K -5,337 -9%
MIAN
28
Mariner Independent Advisor Network
Kansas
$2.31M +$2.31M +45,974 New
NIC
29
Northwest Investment Counselors
Oregon
$2.09M -$54.3K -1,080 -3%
HS
30
Horan Securities
United States
$2.07M +$147K +2,932 +8%
BCI
31
Brinker Capital Investments
Pennsylvania
$1.84M +$285K +5,677 +18%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$1.77M +$669K +13,304 +61%
CFP
33
Cornerstone Financial Partners
North Carolina
$1.75M +$324K +6,431 +23%
ADL
34
Asset Dedication LLC
California
$1.74M +$174K +3,469 +11%
Ameriprise
35
Ameriprise
Minnesota
$1.61M -$1.85M -36,861 -53%
BTS
36
BB&T Securities
Virginia
$1.49M +$298K +5,930 +25%
Stifel Financial
37
Stifel Financial
Missouri
$1.44M +$665K +13,224 +86%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$1.29M +$117K +2,334 +10%
PFA
39
Pinnacle Family Advisors
Missouri
$1.24M +$28.4K +566 +2%
ASN
40
Advisory Services Network
Georgia
$1.2M +$14.5K +288 +1%
PIM
41
Provident Investment Management
Michigan
$1.18M -$168K -3,345 -12%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$997K -$244K -4,850 -20%
RW
43
Rand Wealth
Maryland
$988K +$1.11K +22 +0.1%
CAN
44
Cetera Advisor Networks
California
$980K +$6.99K +139 +0.7%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$912K -$129K -2,565 -12%
EDRIA
46
Edmonds Duncan Registered Investment Advisors
Kansas
$827K +$56.2K +1,118 +7%
AG
47
Advisor Group
Arizona
$772K +$217K +4,306 +39%
RBC
48
Ronald Blue & Co
Georgia
$746K +$316K +6,277 +73%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$736K +$736K +14,634 New
SFS
50
Sowell Financial Services
Arkansas
$664K +$664K +13,220 New
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