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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

141 hedge funds and large institutions have $1.02B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 39 reducing their positions, and 11 closing their positions.

Holders
141
Holders Change
+14
Holders Change %
+11.02%
% of All Funds
3.24%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
26
Increased
50
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
1
Windhaven Investment Management
Massachusetts
$438M
2
Wells Fargo
2
Wells Fargo
California
$70.8M
3
ST
3
Spinnaker Trust
Maine
$37.5M
4
AEPG
4
American Economic Planning Group
New Jersey
$28.1M
5
AI
5
Atria Investments
North Carolina
$27.5M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$64K
2
Bank of America
2
Bank of America
North Carolina
$47.3M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$678K
4
NIA
4
Northstar Investment Advisors
Colorado
$6.41M
5
VF
5
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$6.18M -$1.53M -30,992 -20%
PFM
27
Phillips Financial Management
Indiana
$5.61M +$80.6K +1,634 +1%
CCM
28
Coldstream Capital Management
Washington
$5.28M +$418K +8,464 +9%
TPW
29
Tiller Private Wealth
Pennsylvania
$5.21M +$5.21M +105,625 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$4.07M -$811K -16,541 -17%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$3.92M +$888K +17,987 +29%
AFG
32
Arkansas Financial Group
Arkansas
$3.6M +$1.15M +23,350 +47%
SIAM
33
Sterling Investment Advisors (Missouri)
Missouri
$3.6M +$319K +6,472 +10%
RCAG
34
Rehmann Capital Advisory Group
Michigan
$3.57M -$4.34M -87,867 -55%
IWA
35
Independence Wealth Advisors
Virginia
$3.46M -$37.6K -762 -1%
ADL
36
Asset Dedication LLC
California
$2.67M +$729K +14,765 +38%
Ameriprise
37
Ameriprise
Minnesota
$2.66M -$229K -4,647 -8%
MIAN
38
Mariner Independent Advisor Network
Kansas
$2.65M +$2.65M +53,736 New
CWM
39
Cranbrook Wealth Management
Michigan
$2.46M +$1.33M +26,896 +117%
PFT
40
Providence First Trust
Arizona
$2.3M – – –
SFS
41
Sowell Financial Services
Arkansas
$2.21M +$52.3K +1,067 +2%
CAN
42
Cetera Advisor Networks
California
$2.14M +$415K +8,391 +24%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$2.11M +$1.77M +35,901 +525%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$1.97M -$996K -20,191 -34%
HCM
45
Hudson Capital Management
New Jersey
$1.87M -$87.8K -1,779 -4%
ASN
46
Advisory Services Network
Georgia
$1.86M +$581K +11,778 +45%
HS
47
Horan Securities
United States
$1.83M -$214K -4,349 -10%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$1.76M -$803K -16,268 -31%
William Blair & Company
49
William Blair & Company
Illinois
$1.73M +$1.73M +34,962 New
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$1.7M +$78.9K +1,599 +5%
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