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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

177 hedge funds and large institutions have $1.46B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+20
Holders Change %
+12.74%
% of All Funds
3.95%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.33%
New
39
Increased
64
Reduced
59
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$54.7M
2
LPT
2
Legacy Private Trust
Wisconsin
$36.1M
3
BA
3
BCM Advisors
Louisiana
$20.1M
4
WAM
4
Wealthspire Advisors (Maryland)
Maryland
$12.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$75.3M

Top Sellers

1
ST
1
Spinnaker Trust
Maine
$947K
2
CSIA
2
Charles Schwab Investment Advisory
California
$421M
3
DWA
3
Divergent Wealth Advisors
Utah
$15.3M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$146K
5
DWM
5
Destination Wealth Management
California
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$8.74M +$1.23M +25,045 +16%
UCFA
27
United Capital Financial Advisors
Texas
$7.92M +$165K +3,363 +2%
AFG
28
Arkansas Financial Group
Arkansas
$7.82M +$1.34M +27,314 +21%
W
29
Wealthquest
Ohio
$7.56M +$7.56M +154,151 New
HighTower Advisors
30
HighTower Advisors
Illinois
$7.49M +$633K +12,928 +9%
PFM
31
Phillips Financial Management
Indiana
$6.74M +$1.09M +22,261 +19%
GSIS
32
Global Strategic Investment Solutions
Arizona
$6.71M +$6.71M +136,768 New
TAIM
33
TD Ameritrade Investment Management
Nebraska
$6.58M +$2.37M +48,372 +56%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$6.25M +$140K +2,858 +2%
MML Investors Services
35
MML Investors Services
Massachusetts
$6.18M -$2.02M -41,241 -25%
SIAM
36
Sterling Investment Advisors (Missouri)
Missouri
$6M -$312K -6,367 -5%
TPW
37
Tiller Private Wealth
Pennsylvania
$5.27M -$376K -7,667 -7%
NIA
38
Northstar Investment Advisors
Colorado
$5M +$2.51M +27,791 +101%
Stifel Financial
39
Stifel Financial
Missouri
$4.99M +$4.05M +82,435 +432%
AWC
40
Abundance Wealth Counselors
Pennsylvania
$4.97M +$4.97M +101,307 New
Goldman Sachs
41
Goldman Sachs
New York
$4.64M -$2.5K -51 -0.1%
SPIA
42
Steward Partners Investment Advisory
New York
$4.47M +$4.4M +89,647 +6,021%
CWM
43
Cranbrook Wealth Management
Michigan
$4.36M +$506K +10,305 +13%
IWA
44
Independence Wealth Advisors
Virginia
$4.06M -$1.86K -38 -0%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$3.91M +$1.4M +28,529 +56%
AII
46
AGF Investments Inc
Ontario, Canada
$3.8M -$442K -9,011 -10%
BCA
47
Berman Capital Advisors
Georgia
$3.78M +$3.78M +77,186 New
ACM
48
Arlington Capital Management
Illinois
$3.54M +$3.54M +72,184 New
BAAM
49
Baker Avenue Asset Management
California
$3.18M -$1.66M -33,753 -34%
OWM
50
Orgel Wealth Management
Wisconsin
$3.05M +$2.24M +45,571 +273%
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