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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

149 hedge funds and large institutions have $1.23B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 15 closing their positions.

Holders
149
Holders Change
+8
Holders Change %
+5.67%
% of All Funds
3.42%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
24
Increased
65
Reduced
37
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$464M
2
RJA
2
Raymond James & Associates
Florida
$139M
3
Bank of America
3
Bank of America
North Carolina
$66.3M
4
DWM
4
Destination Wealth Management
California
$16.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$52.9M

Top Sellers

1
WI
1
WBI Investments
New Jersey
$0
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$0
3
LPL Financial
3
LPL Financial
California
$16.6M
4
CCM
4
Coldstream Capital Management
Washington
$0
5
SPC
5
Sigma Planning Corp
Michigan
$4.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$1.58M 32,160 +5,395 +20%
HS
52
Horan Securities
United States
$1.56M 31,816 -5,324 -14%
RW
53
Rand Wealth
Maryland
$1.52M 31,010 -3,300 -10%
DG
54
Delek Group
Israel
$1.39M 28,284 -5,357 -16%
NIC
55
Northwest Investment Counselors
Oregon
$1.34M 27,196 -2,482 -8%
Goldman Sachs
56
Goldman Sachs
New York
$1.31M 26,768 +12,993 +94%
F
57
F3Logic
Minnesota
$1.28M 26,314 +11,272 +75%
AG
58
Advisor Group
Arizona
$1.21M 24,589 -3,533 -13%
BTS
59
BB&T Securities
Virginia
$1.12M 22,856 -7,351 -24%
CWM
60
Cornerstone Wealth Management
Missouri
$1.12M 54,773 +54,773 New
MWM
61
Mission Wealth Management
California
$1M 20,380 +20,380 New
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$991K 20,188 +4,963 +33%
VF
63
Virtu Financial
New York
$987K 20,115 +20,115 New
EDRIA
64
Edmonds Duncan Registered Investment Advisors
Kansas
$973K 19,823 +554 +3%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$953K 19,414 +6,153 +46%
EIA
66
Eldridge Investment Advisors
New Hampshire
$920K 18,800 +18,800 New
HCIA
67
Hochman Cole Investment Advisors
Illinois
$873K 17,788 +17,788 New
WP
68
WealthShield Partners
North Carolina
$798K 16,254 +11,515 +243%
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$782K 15,940 -500 -3%
OWM
70
Orgel Wealth Management
Wisconsin
$710K 14,465 +1,377 +11%
CPIA
71
Cornell Pochily Investment Advisors
New York
$689K 14,051 -6,925 -33%
MSAM
72
Moloney Securities Asset Management
Missouri
$688K 14,026 +14,026 New
CIR
73
Clear Investment Research
Georgia
$678K 13,730 – –
HB
74
Homrich & Berg
Georgia
$547K 11,149 -1,080 -9%
WP
75
WealthSource Partners
California
$507K 10,332 +10,332 New
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