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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

157 hedge funds and large institutions have $1.3B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
21
Increased
70
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$81.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$66.2M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$36.8M
4
DWA
4
Divergent Wealth Advisors
Utah
$37.7M
5
RJA
5
Raymond James & Associates
Florida
$147M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$446M
2
NIA
2
Northstar Investment Advisors
Colorado
$4.44M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$928K
4
LPL Financial
4
LPL Financial
California
$13.7M
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$6.44M 131,377 +37,947 +41%
SIAM
27
Sterling Investment Advisors (Missouri)
Missouri
$6.31M 128,689 +5,675 +5%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$6.1M 124,536 +2,134 +2%
TPW
29
Tiller Private Wealth
Pennsylvania
$5.64M 115,002 +321 +0.3%
PFM
30
Phillips Financial Management
Indiana
$5.63M 115,165 -348 -0.3%
BAAM
31
Baker Avenue Asset Management
California
$4.83M 98,610 +6,020 +7%
Goldman Sachs
32
Goldman Sachs
New York
$4.64M 94,636 +67,868 +254%
NIA
33
Northstar Investment Advisors
Colorado
$4.44M 27,425 -32,246 -54%
AII
34
AGF Investments Inc
Ontario, Canada
$4.23M 86,327 +86,327 New
TAIM
35
TD Ameritrade Investment Management
Nebraska
$4.2M 85,644 +83,809 +4,567%
IWA
36
Independence Wealth Advisors
Virginia
$4.06M 82,749 +4,713 +6%
CWM
37
Cranbrook Wealth Management
Michigan
$3.85M 78,511 +20,905 +36%
RCAG
38
Rehmann Capital Advisory Group
Michigan
$3.77M 79,229 +8,326 +12%
WA
39
Wilshire Advisors
California
$3.23M 65,880 +65,880 New
TCM
40
Twin Capital Management
Pennsylvania
$3.23M 65,880 +65,880 New
ASN
41
Advisory Services Network
Georgia
$3.15M 64,350 +10,428 +19%
HH
42
Hilltop Holdings
Texas
$3.04M 62,031 +25,515 +70%
BA
43
BCM Advisors
Louisiana
$2.96M 60,467 +60,467 New
RJT
44
Raymond James Trust
Florida
$2.83M 57,701 +17,757 +44%
ADL
45
Asset Dedication LLC
California
$2.81M 57,221 +314 +0.6%
CAN
46
Cetera Advisor Networks
California
$2.77M 56,521 +9,131 +19%
Jane Street
47
Jane Street
New York
$2.63M 53,756 +53,756 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$2.51M 51,197 +2,751 +6%
PFT
49
Providence First Trust
Arizona
$2.49M 50,724 +5,109 +11%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$2.35M 48,028 +48,028 New
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