ISTB icon

iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

271 hedge funds and large institutions have $2.7B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 124 increasing their positions, 73 reducing their positions, and 18 closing their positions.

Holders
271
Holders Change
+11
Holders Change %
+4.23%
% of All Funds
5.48%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.49%
New
31
Increased
124
Reduced
73
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Acorns Advisers
California
$182M
2
Ameriprise
2
Ameriprise
Minnesota
$275M
3
UBS Group
3
UBS Group
Switzerland
$101M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$41.6M
5
RJA
5
Raymond James & Associates
Florida
$707M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$63.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
BlackRock
3
BlackRock
New York
$2.5M
4
DWA
4
Divergent Wealth Advisors
Utah
$17.4M
5
TPWA
5
TRUE Private Wealth Advisors
Oregon
$495K
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
26
Divergent Wealth Advisors
Utah
$17.4M -$17.9M -347,563 -51%
SS
27
Simplicity Solutions
Minnesota
$16.9M +$8.71M +169,062 +107%
HCM
28
Hudson Capital Management
New Jersey
$16.7M +$16.7M +323,797 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$16.4M +$3.73M +72,451 +29%
AWM
30
AE Wealth Management
Kansas
$15.3M +$8.52M +165,231 +125%
CTB
31
Country Trust Bank
Illinois
$15.1M – – –
CMP
32
Courage Miller Partners
Virginia
$14.7M +$51 +1 +0%
CAG
33
Crestwood Advisors Group
Massachusetts
$14M +$781K +15,159 +6%
ONST
34
Old North State Trust
North Carolina
$13.4M -$3.55M -68,870 -21%
SWP
35
Stratos Wealth Partners
Ohio
$13.4M +$9.02M +174,912 +208%
W
36
Wealthquest
Ohio
$12.9M +$1.81M +35,114 +16%
MML Investors Services
37
MML Investors Services
Massachusetts
$11.2M -$899K -17,444 -7%
AFG
38
Arkansas Financial Group
Arkansas
$11.1M +$13.6K +264 +0.1%
SPIA
39
Steward Partners Investment Advisory
New York
$10.6M +$1.35M +26,098 +15%
PFM
40
Phillips Financial Management
Indiana
$10.1M +$473K +9,171 +5%
WWM
41
Windsor Wealth Management
Indiana
$10.1M +$442K +8,585 +5%
CAN
42
Cetera Advisor Networks
California
$9.88M +$393K +7,631 +4%
BAAM
43
Baker Avenue Asset Management
California
$9.82M +$2.08M +40,376 +27%
PAG
44
Private Advisor Group
New Jersey
$9.08M +$797K +15,481 +10%
HCM
45
Hengehold Capital Management
Ohio
$8.87M +$2.41M +46,832 +37%
LWAC
46
Laurel Wealth Advisors (California)
California
$8.72M +$178K +3,459 +2%
SAMC
47
Spectrum Asset Management (California)
California
$8.58M -$1.04M -20,110 -11%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$8.49M +$449K +8,706 +6%
PAI
49
Pittenger & Anderson Inc
Nebraska
$8.3M +$2.59M +50,328 +45%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$8.18M +$1.27M +24,640 +18%
1
2
3 4 5