ISTB icon

iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

252 hedge funds and large institutions have $2.23B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 88 increasing their positions, 92 reducing their positions, and 27 closing their positions.

Holders
252
Holders Change
+8
Holders Change %
+3.28%
% of All Funds
5.57%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
39
Increased
88
Reduced
92
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$169M
2
Ameriprise
2
Ameriprise
Minnesota
$107M
3
ST
3
Spinnaker Trust
Maine
$57.8M
4
Jane Street
4
Jane Street
New York
$22.8M
5
RJA
5
Raymond James & Associates
Florida
$767M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$8.27M
3
DWA
3
Divergent Wealth Advisors
Utah
$7.83M
4
Wells Fargo
4
Wells Fargo
California
$18.3M
5
LF
5
Lee Financial
Texas
$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Cranbrook Wealth Management
Michigan
$5.62M -$50.3K -996 -0.9%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$5.54M +$461K +9,135 +9%
HCM
53
Hengehold Capital Management
Ohio
$5.41M +$2.76M +54,754 +105%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$5.17M +$1.2M +23,690 +30%
PAI
55
Pittenger & Anderson Inc
Nebraska
$4.86M +$434K +8,596 +10%
MA
56
Mutual Advisors
Nebraska
$4.75M +$1.86M +36,767 +64%
CPSC
57
Carl P. Sherr & Co
Massachusetts
$4.72M +$177K +3,500 +4%
SPC
58
Sigma Planning Corp
Michigan
$4.36M +$555K +10,995 +15%
F
59
F3Logic
Minnesota
$4.28M +$343K +6,813 +9%
IWC
60
Integrated Wealth Concepts
Massachusetts
$4.17M +$3.44M +68,138 +472%
ASN
61
Advisory Services Network
Georgia
$4.14M -$245K -4,854 -6%
FPB
62
First PREMIER Bank
South Dakota
$4.1M +$1.84M +36,505 +82%
CFA
63
Carroll Financial Associates
North Carolina
$4.04M +$945K +18,719 +31%
SC
64
Savant Capital
Illinois
$3.74M -$603K -11,942 -14%
Renaissance Technologies
65
Renaissance Technologies
New York
$3.59M -$2.39M -47,309 -40%
PP
66
PDS Planning
Ohio
$3.54M +$326K +6,449 +10%
KCM
67
Kathmere Capital Management
Pennsylvania
$3.47M +$1.26M +24,909 +57%
MHS
68
M Holdings Securities
Oregon
$3.41M +$3.41M +67,576 New
MFS
69
Madrona Financial Services
Washington
$3.35M +$73.1K +1,447 +2%
DTIM
70
Danda Trouve Investment Management
Kansas
$3.28M -$7.83K -155 -0.2%
AWS
71
AJ Wealth Strategies
New York
$3.26M +$286K +5,665 +10%
CFS
72
Cannon Financial Strategists
Georgia
$3.17M -$126K -2,494 -4%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$3.16M -$8.99K -178 -0.3%
LWA
74
LWS Wealth Advisors
New Jersey
$2.9M -$38K -752 -1%
WANY
75
Wealthspire Advisors (New York)
New York
$2.8M +$2.8M +55,394 New
1 2
3
4 5