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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

177 hedge funds and large institutions have $1.46B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+20
Holders Change %
+12.74%
% of All Funds
3.95%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.33%
New
39
Increased
64
Reduced
59
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$54.7M
2
LPT
2
Legacy Private Trust
Wisconsin
$36.1M
3
BA
3
BCM Advisors
Louisiana
$20.1M
4
WAM
4
Wealthspire Advisors (Maryland)
Maryland
$12.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$75.3M

Top Sellers

1
ST
1
Spinnaker Trust
Maine
$947K
2
CSIA
2
Charles Schwab Investment Advisory
California
$421M
3
DWA
3
Divergent Wealth Advisors
Utah
$15.3M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$146K
5
DWM
5
Destination Wealth Management
California
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$2.99M +$209K +4,249 +8%
WA
52
Wilshire Advisors
California
$2.92M -$319K -6,500 -10%
TCM
53
Twin Capital Management
Pennsylvania
$2.91M -$319K -6,500 -10%
ASN
54
Advisory Services Network
Georgia
$2.89M -$264K -5,372 -8%
Ameriprise
55
Ameriprise
Minnesota
$2.83M +$559K +11,394 +25%
HH
56
Hilltop Holdings
Texas
$2.83M -$218K -4,434 -7%
CFGS
57
Concourse Financial Group Securities
Alabama
$2.8M +$2.78M +56,631 +16,043%
RJT
58
Raymond James Trust
Florida
$2.79M -$42.3K -862 -1%
PAI
59
Pittenger & Anderson Inc
Nebraska
$2.64M +$2.64M +53,829 New
PFT
60
Providence First Trust
Arizona
$2.45M -$38.8K -790 -2%
CWM
61
Campbell Wealth Management
Virginia
$2.44M +$2.44M +49,632 New
ADL
62
Asset Dedication LLC
California
$2.43M -$381K -7,771 -14%
F
63
F3Logic
Minnesota
$2.25M +$2M +41,108 +826%
AG
64
Advisor Group
Arizona
$1.97M +$526K +10,728 +36%
GPA
65
Guidance Point Advisors
Massachusetts
$1.86M +$1.86M +37,985 New
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$1.84M +$2.26K +46 +0.1%
LPWM
67
Lake Point Wealth Management
Texas
$1.76M +$1.76M +35,875 New
ONST
68
Old North State Trust
North Carolina
$1.53M +$1.3M +26,562 +579%
William Blair & Company
69
William Blair & Company
Illinois
$1.52M -$168K -3,427 -10%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$1.48M +$153K +3,114 +12%
WWM
71
Western Wealth Management
Colorado
$1.38M +$1.38M +28,165 New
HCM
72
Hudson Capital Management
New Jersey
$1.34M -$343K -6,992 -20%
MIAN
73
Mariner Independent Advisor Network
Kansas
$1.31M +$1.31M +26,564 New
NIC
74
Northwest Investment Counselors
Oregon
$1.28M -$60.6K -1,235 -5%
Jane Street
75
Jane Street
New York
$1.28M -$1.36M -27,702 -52%
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