ISTB icon

iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

205 hedge funds and large institutions have $1.6B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 51 reducing their positions, and 24 closing their positions.

Holders
205
Holders Change
+2
Holders Change %
+0.99%
% of All Funds
4.5%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.31%
New
27
Increased
98
Reduced
51
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$55.4M
2
RJA
2
Raymond James & Associates
Florida
$235M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.5M
4
WWM
4
Windsor Wealth Management
Indiana
$7.1M
5
ONST
5
Old North State Trust
North Carolina
$13.6M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$180M
2
Bank of America
2
Bank of America
North Carolina
$112M
3
Ameriprise
3
Ameriprise
Minnesota
$41.3M
4
DWA
4
Divergent Wealth Advisors
Utah
$31.9M
5
BCA
5
Berman Capital Advisors
Georgia
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAI
51
Pittenger & Anderson Inc
Nebraska
$4.07M +$868K +17,187 +27%
SPC
52
Sigma Planning Corp
Michigan
$3.94M -$301K -5,960 -7%
CWM
53
Cahaba Wealth Management
Georgia
$3.91M +$1.57M +31,043 +67%
ASN
54
Advisory Services Network
Georgia
$3.75M – – –
CBB
55
Citizens Business Bank
California
$3.71M -$198K -3,915 -5%
F
56
F3Logic
Minnesota
$3.5M -$592K -11,737 -14%
Renaissance Technologies
57
Renaissance Technologies
New York
$3.42M -$7.98K -158 -0.2%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$3.22M +$698K +13,834 +28%
MFS
59
Madrona Financial Services
Washington
$3.2M +$41.3K +818 +1%
MF
60
Madrona Funds
Washington
$3.2M +$3.2M +63,354 New
CFS
61
Cannon Financial Strategists
Georgia
$3.07M +$3.07M +60,711 New
W
62
Wealthquest
Ohio
$3.04M +$1M +19,878 +49%
AWS
63
AJ Wealth Strategies
New York
$3.04M -$1.09M -21,634 -26%
PFT
64
Providence First Trust
Arizona
$2.87M +$345K +6,834 +14%
PP
65
PDS Planning
Ohio
$2.84M +$479K +9,489 +20%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$2.81M +$89.4K +1,771 +3%
HH
67
Hilltop Holdings
Texas
$2.72M -$176K -3,483 -6%
SS
68
Simplicity Solutions
Minnesota
$2.38M +$379K +7,516 +19%
CWM
69
Campbell Wealth Management
Virginia
$2.34M +$247K +4,884 +12%
RJT
70
Raymond James Trust
Florida
$2.27M +$377K +7,469 +20%
Stifel Financial
71
Stifel Financial
Missouri
$1.98M -$1.31M -26,028 -40%
CWS
72
Cypress Wealth Services
California
$1.98M +$1.98M +39,180 New
GPA
73
Guidance Point Advisors
Massachusetts
$1.94M +$57.6K +1,142 +3%
MIAN
74
Mariner Independent Advisor Network
Kansas
$1.92M +$238K +4,718 +14%
HWA
75
HHM Wealth Advisors
Tennessee
$1.87M +$1.87M +37,126 New
1 2
3
4 5