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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

194 hedge funds and large institutions have $1.46B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 13 closing their positions.

Holders
194
Holders Change
+17
Holders Change %
+9.6%
% of All Funds
4.21%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.28%
New
32
Increased
79
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$213M
2
Bank of America
2
Bank of America
North Carolina
$125M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$71.3M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$19.2M
5
DWA
5
Divergent Wealth Advisors
Utah
$30.7M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$256M
2
AI
2
Atria Investments
North Carolina
$0
3
LPT
3
Legacy Private Trust
Wisconsin
$28.2M
4
DCM
4
Disciplina Capital Management
Tennessee
$3.81M
5
W
5
Wealthquest
Ohio
$714K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPWM
26
Lake Point Wealth Management
Texas
$8.88M +$7.07M +140,239 +391%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$8.7M -$176K -3,538 -2%
UCFA
28
United Capital Financial Advisors
Texas
$8.66M +$604K +12,124 +8%
MML Investors Services
29
MML Investors Services
Massachusetts
$8.63M +$2.35M +47,114 +37%
HighTower Advisors
30
HighTower Advisors
Illinois
$8.31M +$693K +13,926 +9%
GSIS
31
Global Strategic Investment Solutions
Arizona
$7.54M +$722K +14,479 +11%
PFM
32
Phillips Financial Management
Indiana
$6.62M -$208K -4,181 -3%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$6.41M +$62.4K +1,251 +1%
SIAM
34
Sterling Investment Advisors (Missouri)
Missouri
$6.13M +$28.2K +566 +0.5%
AWC
35
Abundance Wealth Counselors
Pennsylvania
$5.91M +$861K +17,276 +17%
SPIA
36
Steward Partners Investment Advisory
New York
$5.91M +$1.36M +27,320 +30%
Ameriprise
37
Ameriprise
Minnesota
$5.69M +$2.81M +56,289 +98%
Goldman Sachs
38
Goldman Sachs
New York
$5.11M +$392K +7,857 +8%
BCA
39
Berman Capital Advisors
Georgia
$5.08M +$1.23M +24,709 +32%
NIA
40
Northstar Investment Advisors
Colorado
$5.08M -$512K -5,056 -9%
PWPCM
41
Perella Weinberg Partners Capital Management
New York
$5.03M +$5.03M +100,799 New
BAAM
42
Baker Avenue Asset Management
California
$4.9M +$1.67M +33,460 +52%
CWM
43
Cranbrook Wealth Management
Michigan
$4.62M +$189K +3,791 +4%
AII
44
AGF Investments Inc
Ontario, Canada
$4.17M +$319K +6,400 +8%
OMC
45
Old Mission Capital
Illinois
$3.89M +$3.89M +77,927 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$3.86M +$3.05M +61,096 +377%
ASN
47
Advisory Services Network
Georgia
$3.81M +$872K +17,494 +30%
DCM
48
Disciplina Capital Management
Tennessee
$3.81M -$7.77M -155,822 -67%
Stifel Financial
49
Stifel Financial
Missouri
$3.76M -$1.31M -26,250 -26%
SPC
50
Sigma Planning Corp
Michigan
$3.7M -$6.02M -120,760 -62%
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