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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

149 hedge funds and large institutions have $1.23B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 15 closing their positions.

Holders
149
Holders Change
+8
Holders Change %
+5.67%
% of All Funds
3.42%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
24
Increased
65
Reduced
37
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$464M
2
RJA
2
Raymond James & Associates
Florida
$139M
3
Bank of America
3
Bank of America
North Carolina
$66.3M
4
DWM
4
Destination Wealth Management
California
$16.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$52.9M

Top Sellers

1
WI
1
WBI Investments
New Jersey
$0
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$0
3
LPL Financial
3
LPL Financial
California
$16.6M
4
CCM
4
Coldstream Capital Management
Washington
$0
5
SPC
5
Sigma Planning Corp
Michigan
$4.59M
Name Market Value Shares Shares
Change 		Shares
Change %
TPW
26
Tiller Private Wealth
Pennsylvania
$5.63M 114,681 +9,056 +9%
NIA
27
Northstar Investment Advisors
Colorado
$5.61M 59,671 -14,909 -20%
AFG
28
Arkansas Financial Group
Arkansas
$4.88M 99,515 +26,474 +36%
SPC
29
Sigma Planning Corp
Michigan
$4.59M 93,430 -72,154 -44%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$4.59M 93,419 +50,680 +119%
BAAM
31
Baker Avenue Asset Management
California
$4.54M 92,590 -58,810 -39%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$4.49M 91,535 +8,513 +10%
MML Investors Services
33
MML Investors Services
Massachusetts
$3.91M 79,634 +65,905 +480%
IWA
34
Independence Wealth Advisors
Virginia
$3.83M 78,036 +7,936 +11%
RCAG
35
Rehmann Capital Advisory Group
Michigan
$3.48M 70,903 -1,451 -2%
CWM
36
Cranbrook Wealth Management
Michigan
$2.83M 57,606 +7,691 +15%
ADL
37
Asset Dedication LLC
California
$2.8M 56,907 +2,853 +5%
Ameriprise
38
Ameriprise
Minnesota
$2.74M 55,879 +1,948 +4%
ASN
39
Advisory Services Network
Georgia
$2.64M 53,922 +16,163 +43%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$2.38M 48,446 +8,469 +21%
CAN
41
Cetera Advisor Networks
California
$2.33M 47,390 +4,053 +9%
PFT
42
Providence First Trust
Arizona
$2.24M 45,615 -996 -2%
OMC
43
Old Mission Capital
Illinois
$2.21M 45,074 +45,074 New
SFS
44
Sowell Financial Services
Arkansas
$2.14M 43,572 -1,612 -4%
RJT
45
Raymond James Trust
Florida
$1.96M 39,944 +39,944 New
William Blair & Company
46
William Blair & Company
Illinois
$1.93M 39,284 +4,322 +12%
HH
47
Hilltop Holdings
Texas
$1.79M 36,516 +8,301 +29%
HCM
48
Hudson Capital Management
New Jersey
$1.77M 36,022 -1,898 -5%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$1.7M 34,535 -1,044 -3%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$1.58M 32,131 -2,309 -7%
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