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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

271 hedge funds and large institutions have $2.7B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 124 increasing their positions, 73 reducing their positions, and 18 closing their positions.

Holders
271
Holders Change
+11
Holders Change %
+4.23%
% of All Funds
5.48%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.49%
New
31
Increased
124
Reduced
73
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Acorns Advisers
California
$182M
2
Ameriprise
2
Ameriprise
Minnesota
$275M
3
UBS Group
3
UBS Group
Switzerland
$101M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$41.6M
5
RJA
5
Raymond James & Associates
Florida
$707M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$63.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
BlackRock
3
BlackRock
New York
$2.5M
4
DWA
4
Divergent Wealth Advisors
Utah
$17.4M
5
TPWA
5
TRUE Private Wealth Advisors
Oregon
$495K
Name Market Value Shares Shares
Change 		Shares
Change %
FG
51
Fiduciary Group
Georgia
$7.77M 150,785 +118,220 +363%
RJT
52
Raymond James Trust
Florida
$7.41M 143,662 +4,969 +4%
CWM
53
Cahaba Wealth Management
Georgia
$7.06M 136,888 -5,367 -4%
SIAM
54
Sterling Investment Advisors (Missouri)
Missouri
$6.92M 134,296 +9,489 +8%
CL
55
CIM LLC
New York
$6.86M 133,331 +133,331 New
CWM
56
Cranbrook Wealth Management
Michigan
$6.52M 126,390 +9,406 +8%
AWC
57
Abundance Wealth Counselors
Pennsylvania
$6.49M 125,959 -32,725 -21%
OMC
58
Old Mission Capital
Illinois
$6.49M 125,904 +32,653 +35%
BCI
59
Brinker Capital Investments
Pennsylvania
$6.37M 123,602 +123,602 New
UCFA
60
United Capital Financial Advisors
Texas
$6.33M 122,693 +1,881 +2%
MA
61
Mutual Advisors
Nebraska
$6.28M 121,905 +16,628 +16%
HighTower Advisors
62
HighTower Advisors
Illinois
$6.28M 121,808 -107 -0.1%
CPSC
63
Carl P. Sherr & Co
Massachusetts
$5.99M 116,266 +7,518 +7%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$5.54M 107,578 +1,386 +1%
CFA
65
Carroll Financial Associates
North Carolina
$5.35M 103,811 +18,267 +21%
WCG
66
Weaver Consulting Group
California
$5.28M 102,332 -4,061 -4%
CFD
67
Creative Financial Designs
Indiana
$4.75M 92,080 +86,857 +1,663%
PFT
68
Providence First Trust
Arizona
$4.65M 90,210 -12,268 -12%
IWC
69
Integrated Wealth Concepts
Massachusetts
$4.62M 89,610 -79,762 -47%
CFS
70
Cannon Financial Strategists
Georgia
$4.46M 86,523 +323 +0.4%
SPC
71
Sigma Planning Corp
Michigan
$3.96M 76,788 +3,460 +5%
MFS
72
Madrona Financial Services
Washington
$3.93M 76,188 +5,109 +7%
Renaissance Technologies
73
Renaissance Technologies
New York
$3.89M 75,526 -57,474 -43%
IIC
74
Ironwood Investment Counsel
Arizona
$3.51M 68,101 -16,362 -19%
ASN
75
Advisory Services Network
Georgia
$3.48M 67,434 -1,560 -2%
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