ISTB icon

iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

127 hedge funds and large institutions have $435M invested in iShares Core 1-5 Year USD Bond ETF in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
127
Holders Change
+24
Holders Change %
+23.3%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
58
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$55.1M
2
LPL Financial
2
LPL Financial
California
$24.5M
3
PWPCM
3
Perella Weinberg Partners Capital Management
New York
$9.89M
4
BAAM
4
Baker Avenue Asset Management
California
$7.54M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.96M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.74M
2
LNC
2
Lincoln National Corp
Pennsylvania
$205K
3
CFP
3
Cornerstone Financial Partners
North Carolina
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$341K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
26
Coldstream Capital Management
Washington
$4.91M +$412K +8,271 +9%
BCM
27
Bluefin Capital Management
New York
$4.57M +$4.57M +91,675 New
IWA
28
Independence Wealth Advisors
Virginia
$3.53M +$3.53M +70,862 New
SIAM
29
Sterling Investment Advisors (Missouri)
Missouri
$3.31M +$191K +3,834 +6%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$3.06M +$551K +11,052 +22%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$3M -$1.23M -24,696 -29%
Ameriprise
32
Ameriprise
Minnesota
$2.91M +$214K +4,314 +8%
Goldman Sachs
33
Goldman Sachs
New York
$2.73M +$365K +7,329 +15%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$2.58M +$2.15M +43,197 +499%
AFG
35
Arkansas Financial Group
Arkansas
$2.48M +$1.52M +30,573 +160%
PFT
36
Providence First Trust
Arizona
$2.32M -$183K -3,678 -7%
SFS
37
Sowell Financial Services
Arkansas
$2.19M +$1.44M +29,051 +193%
HS
38
Horan Securities
United States
$2.06M +$510K +10,256 +33%
NIC
39
Northwest Investment Counselors
Oregon
$2.05M -$21.9K -440 -1%
HCM
40
Hudson Capital Management
New Jersey
$1.98M +$1.98M +39,699 New
ADL
41
Asset Dedication LLC
California
$1.96M +$150K +3,017 +8%
CAN
42
Cetera Advisor Networks
California
$1.74M +$750K +15,063 +76%
BTS
43
BB&T Securities
Virginia
$1.73M +$21.5K +432 +1%
DG
44
Delek Group
Israel
$1.71M +$1.71M +34,416 New
HH
45
Hilltop Holdings
Texas
$1.7M -$124K -2,493 -7%
BCI
46
Brinker Capital Investments
Pennsylvania
$1.69M -$30.1K -604 -2%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$1.64M +$354K +7,108 +28%
RW
48
Rand Wealth
Maryland
$1.4M +$406K +8,152 +41%
PFA
49
Pinnacle Family Advisors
Missouri
$1.31M +$87.9K +1,765 +7%
ASN
50
Advisory Services Network
Georgia
$1.3M +$99.4K +1,995 +8%
1
2
3 4 5