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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

205 hedge funds and large institutions have $1.6B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+2
Holders Change %
+0.99%
% of All Funds
4.5%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.31%
New
27
Increased
98
Reduced
51
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$55.4M
2
RJA
2
Raymond James & Associates
Florida
$235M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.5M
4
WWM
4
Windsor Wealth Management
Indiana
$7.1M
5
ONST
5
Old North State Trust
North Carolina
$13.6M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$180M
2
Bank of America
2
Bank of America
North Carolina
$112M
3
Ameriprise
3
Ameriprise
Minnesota
$41.3M
4
DWA
4
Divergent Wealth Advisors
Utah
$31.9M
5
BCA
5
Berman Capital Advisors
Georgia
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
26
Courage Miller Partners
Virginia
$13.5M +$660K +13,065 +5%
AWC
27
Abundance Wealth Counselors
Pennsylvania
$12.1M +$261K +5,177 +2%
AFG
28
Arkansas Financial Group
Arkansas
$11.1M +$1.36M +26,892 +14%
MML Investors Services
29
MML Investors Services
Massachusetts
$10.9M +$1.14M +22,560 +12%
TPWA
30
TRUE Private Wealth Advisors
Oregon
$10.1M +$119K +2,353 +1%
BC
31
Brinker Capital
Pennsylvania
$9.61M -$2.86M -56,633 -23%
GSIS
32
Global Strategic Investment Solutions
Arizona
$9.39M +$1.08M +21,396 +13%
UCFA
33
United Capital Financial Advisors
Texas
$8.89M +$106K +2,109 +1%
PFM
34
Phillips Financial Management
Indiana
$8.86M +$1.3M +25,732 +17%
Goldman Sachs
35
Goldman Sachs
New York
$7.71M -$1.13M -22,479 -13%
SPIA
36
Steward Partners Investment Advisory
New York
$7.46M +$579K +11,467 +8%
HighTower Advisors
37
HighTower Advisors
Illinois
$7.39M -$514K -10,193 -7%
WWM
38
Windsor Wealth Management
Indiana
$7.1M +$7.1M +140,552 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$6.56M +$85.3K +1,690 +1%
SIAM
40
Sterling Investment Advisors (Missouri)
Missouri
$6.46M +$156K +3,081 +2%
LPT
41
Legacy Private Trust
Wisconsin
$6.1M -$4.75M -94,020 -44%
Citadel Advisors
42
Citadel Advisors
Florida
$5.97M -$2.09M -41,323 -26%
CAN
43
Cetera Advisor Networks
California
$5.9M +$629K +12,470 +12%
CWM
44
Cranbrook Wealth Management
Michigan
$5.52M +$243K +4,805 +5%
BAAM
45
Baker Avenue Asset Management
California
$5.25M – – –
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$4.51M +$701K +13,884 +18%
OWM
47
Orgel Wealth Management
Wisconsin
$4.4M +$735K +14,558 +20%
SC
48
Savant Capital
Illinois
$4.37M +$243K +4,813 +6%
SFS
49
Sowell Financial Services
Arkansas
$4.27M +$4.27M +84,499 New
OMC
50
Old Mission Capital
Illinois
$4.22M +$3.23M +64,028 +326%
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