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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

157 hedge funds and large institutions have $1.3B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
21
Increased
70
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$81.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$66.2M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$36.8M
4
DWA
4
Divergent Wealth Advisors
Utah
$37.7M
5
RJA
5
Raymond James & Associates
Florida
$147M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$446M
2
NIA
2
Northstar Investment Advisors
Colorado
$4.44M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$928K
4
LPL Financial
4
LPL Financial
California
$13.7M
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TI
51
Truepoint Inc
Ohio
$2.31M 47,146 +36,990 +364%
Ameriprise
52
Ameriprise
Minnesota
$2.27M 46,263 -9,616 -17%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$1.84M 37,516 +2,981 +9%
HCM
54
Hudson Capital Management
New Jersey
$1.68M 34,351 -1,671 -5%
William Blair & Company
55
William Blair & Company
Illinois
$1.68M 34,332 -4,952 -13%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$1.56M 31,742 -389 -1%
AG
57
Advisor Group
Arizona
$1.44M 29,469 +4,880 +20%
HS
58
Horan Securities
United States
$1.4M 28,693 -3,123 -10%
NIC
59
Northwest Investment Counselors
Oregon
$1.34M 27,331 +135 +0.5%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$1.33M 27,040 +7,626 +39%
DG
61
Delek Group
Israel
$1.29M 26,838 -1,446 -5%
MWM
62
Mission Wealth Management
California
$944K 19,259 -1,121 -6%
Stifel Financial
63
Stifel Financial
Missouri
$937K 19,100 -13,060 -41%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$928K 18,929 -74,490 -80%
OWM
65
Orgel Wealth Management
Wisconsin
$817K 16,670 +2,205 +15%
OMC
66
Old Mission Capital
Illinois
$777K 15,849 -29,225 -65%
WP
67
WealthShield Partners
North Carolina
$776K 15,840 -414 -3%
WP
68
WealthSource Partners
California
$742K 15,142 +4,810 +47%
CCG
69
Cypress Capital Group
Florida
$740K 15,100 +6,600 +78%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$721K 14,709 -5,479 -27%
HCIA
71
Hochman Cole Investment Advisors
Illinois
$676K 13,798 -3,990 -22%
PAG
72
Private Advisor Group
New Jersey
$675K 13,781 +7,368 +115%
WCM
73
Whitener Capital Management
North Carolina
$619K 12,646 +2,460 +24%
BTS
74
BB&T Securities
Virginia
$604K 12,329 -10,527 -46%
Natixis Advisors
75
Natixis Advisors
Massachusetts
$598K 12,199 +12,199 New
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3
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