ISTB icon

iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

203 hedge funds and large institutions have $1.64B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 93 increasing their positions, 49 reducing their positions, and 17 closing their positions.

Holders
203
Holders Change
+9
Holders Change %
+4.64%
% of All Funds
4.42%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
29
Increased
93
Reduced
49
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$62.5M
2
CSIA
2
Charles Schwab Investment Advisory
California
$276M
3
EA
3
Evergreen Advisors
Tennessee
$17.5M
4
UBS Group
4
UBS Group
Switzerland
$52.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$32.4M

Top Sellers

1
AEPG
1
American Economic Planning Group
New Jersey
$1.65M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$10.3M
3
LPT
3
Legacy Private Trust
Wisconsin
$10.8M
4
CBB
4
Citizens Business Bank
California
$3.9M
5
NIA
5
Northstar Investment Advisors
Colorado
$3.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
26
Legacy Private Trust
Wisconsin
$10.8M -$17.7M -350,927 -62%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$10.3M -$24.8M -31,546 -71%
TPWA
28
TRUE Private Wealth Advisors
Oregon
$9.93M -$931K -18,453 -9%
MML Investors Services
29
MML Investors Services
Massachusetts
$9.73M +$1M +19,855 +11%
AFG
30
Arkansas Financial Group
Arkansas
$9.68M +$668K +13,242 +7%
LPWM
31
Lake Point Wealth Management
Texas
$8.88M – – –
Goldman Sachs
32
Goldman Sachs
New York
$8.83M +$3.67M +72,682 +71%
UCFA
33
United Capital Financial Advisors
Texas
$8.77M +$18.1K +358 +0.2%
GSIS
34
Global Strategic Investment Solutions
Arizona
$8.3M +$674K +13,362 +9%
Citadel Advisors
35
Citadel Advisors
Florida
$8.04M +$8.04M +159,518 New
HighTower Advisors
36
HighTower Advisors
Illinois
$7.9M -$510K -10,107 -6%
PFM
37
Phillips Financial Management
Indiana
$7.53M +$830K +16,514 +12%
ONST
38
Old North State Trust
North Carolina
$7.01M +$5.44M +107,854 +346%
SPIA
39
Steward Partners Investment Advisory
New York
$6.87M +$897K +17,796 +15%
BCA
40
Berman Capital Advisors
Georgia
$6.55M +$1.42M +28,193 +28%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$6.47M -$21.2K -421 -0.3%
SIAM
42
Sterling Investment Advisors (Missouri)
Missouri
$6.29M +$95.9K +1,902 +2%
CWM
43
Cranbrook Wealth Management
Michigan
$5.27M +$601K +11,919 +13%
CAN
44
Cetera Advisor Networks
California
$5.26M +$2.02M +40,039 +62%
BAAM
45
Baker Avenue Asset Management
California
$5.24M +$282K +5,600 +6%
PWPCM
46
Perella Weinberg Partners Capital Management
New York
$5.08M – – –
SPC
47
Sigma Planning Corp
Michigan
$4.23M +$489K +9,692 +13%
AWS
48
AJ Wealth Strategies
New York
$4.13M +$3.31M +65,687 +406%
SC
49
Savant Capital
Illinois
$4.12M +$4.12M +81,654 New
F
50
F3Logic
Minnesota
$4.09M +$1.27M +25,125 +45%
1
2
3 4 5