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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

244 hedge funds and large institutions have $2.24B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 102 increasing their positions, 50 reducing their positions, and 18 closing their positions.

Holders
244
Holders Change
+39
Holders Change %
+19.02%
% of All Funds
4.82%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.36%
New
63
Increased
102
Reduced
50
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$745M
2
ST
2
Spinnaker Trust
Maine
$24.2M
3
CIP
3
Capital Insight Partners
Arizona
$23.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$70.3M
5
DWA
5
Divergent Wealth Advisors
Utah
$43.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$45.8M
2
WAM
2
Wealthspire Advisors (Maryland)
Maryland
$5.41M
3
SMM
3
Stadion Money Management
Georgia
$45.3M
4
Ameriprise
4
Ameriprise
Minnesota
$35.8M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$5.07M +$1.85M +36,784 +58%
HCM
52
Horan Capital Management
Maryland
$4.77M +$4.41M +87,553 +1,222%
CWA
53
Core Wealth Advisors
Florida
$4.62M +$4.62M +91,731 New
CPSC
54
Carl P. Sherr & Co
Massachusetts
$4.54M +$4.54M +89,973 New
PAI
55
Pittenger & Anderson Inc
Nebraska
$4.42M +$357K +7,080 +9%
ASN
56
Advisory Services Network
Georgia
$4.38M +$632K +12,545 +17%
SC
57
Savant Capital
Illinois
$4.33M -$26.1K -518 -0.6%
W
58
Wealthquest
Ohio
$4.21M +$1.17M +23,217 +39%
WCG
59
Weaver Consulting Group
California
$4M +$2.36M +46,833 +144%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$3.96M -$542K -10,758 -12%
SS
61
Simplicity Solutions
Minnesota
$3.95M +$1.57M +31,178 +66%
F
62
F3Logic
Minnesota
$3.94M +$439K +8,708 +13%
SPC
63
Sigma Planning Corp
Michigan
$3.79M -$137K -2,712 -3%
CFS
64
Cannon Financial Strategists
Georgia
$3.29M +$231K +4,577 +8%
DTIM
65
Danda Trouve Investment Management
Kansas
$3.29M +$3.29M +65,173 New
MFS
66
Madrona Financial Services
Washington
$3.27M +$72K +1,429 +2%
PP
67
PDS Planning
Ohio
$3.21M +$379K +7,511 +13%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$3.16M +$353K +7,003 +13%
CFA
69
Carroll Financial Associates
North Carolina
$3.08M +$1.39M +27,498 +82%
AWS
70
AJ Wealth Strategies
New York
$2.97M -$70.5K -1,398 -2%
LWA
71
LWS Wealth Advisors
New Jersey
$2.93M +$2.93M +58,112 New
MA
72
Mutual Advisors
Nebraska
$2.89M +$2.59M +51,398 +866%
PFT
73
Providence First Trust
Arizona
$2.85M -$11.8K -235 -0.4%
Citadel Advisors
74
Citadel Advisors
Florida
$2.79M -$3.16M -62,765 -53%
CCA
75
Column Capital Advisors
Indiana
$2.76M +$2.76M +54,726 New
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