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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

260 hedge funds and large institutions have $2.5B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 112 increasing their positions, 63 reducing their positions, and 29 closing their positions.

Holders
260
Holders Change
+8
Holders Change %
+3.17%
% of All Funds
5.34%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.47%
New
40
Increased
112
Reduced
63
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$230M
2
BlackRock
2
BlackRock
New York
$60.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$62.5M
4
SP
4
Symmetry Partners
Connecticut
$34.5M
5
DWA
5
Divergent Wealth Advisors
Utah
$35.3M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$685M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$41.2M
3
Jane Street
3
Jane Street
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$73.9M
5
BSAM
5
Blue Sky Asset Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ONST
26
Old North State Trust
North Carolina
$16.9M +$143K +2,776 +0.9%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$16.8M +$3.59M +69,661 +27%
CTB
28
Country Trust Bank
Illinois
$15.1M -$16.7K -325 -0.1%
HCM
29
Horan Capital Management
Maryland
$15.1M +$2.77M +53,863 +23%
CMP
30
Courage Miller Partners
Virginia
$14.7M -$195K -3,787 -1%
TPWA
31
TRUE Private Wealth Advisors
Oregon
$13.8M +$378K +7,346 +3%
CAG
32
Crestwood Advisors Group
Massachusetts
$13.2M +$13.2M +256,048 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$12.7M +$7.43M +144,325 +141%
MML Investors Services
34
MML Investors Services
Massachusetts
$12M +$1.24M +24,120 +11%
W
35
Wealthquest
Ohio
$11.1M +$11.1M +215,980 New
AFG
36
Arkansas Financial Group
Arkansas
$11.1M -$21K -408 -0.2%
PFM
37
Phillips Financial Management
Indiana
$9.63M -$105K -2,033 -1%
WWM
38
Windsor Wealth Management
Indiana
$9.61M +$88.3K +1,716 +0.9%
SAMC
39
Spectrum Asset Management (California)
California
$9.6M +$9.6M +186,490 New
CAN
40
Cetera Advisor Networks
California
$9.47M +$858K +16,678 +10%
SPIA
41
Steward Partners Investment Advisory
New York
$9.26M +$364K +7,077 +4%
IWC
42
Integrated Wealth Concepts
Massachusetts
$8.72M +$4.47M +86,783 +105%
LWAC
43
Laurel Wealth Advisors (California)
California
$8.53M +$6.96M +135,195 +443%
PAG
44
Private Advisor Group
New Jersey
$8.28M +$5.62M +109,173 +211%
AWC
45
Abundance Wealth Counselors
Pennsylvania
$8.17M +$58.7K +1,141 +0.7%
SS
46
Simplicity Solutions
Minnesota
$8.16M -$1.85M -35,925 -18%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$8.02M +$279K +5,422 +4%
BAAM
48
Baker Avenue Asset Management
California
$7.73M +$1.95M +37,867 +34%
CWM
49
Cahaba Wealth Management
Georgia
$7.35M -$686K -13,284 -9%
RJT
50
Raymond James Trust
Florida
$7.14M -$1.54M -30,011 -18%
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