ISTB icon

iShares Core 1-5 Year USD Bond ETF

95 hedge funds and large institutions have $288M invested in iShares Core 1-5 Year USD Bond ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
95
Holders Change
+5
Holders Change %
+5.56%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
16
Increased
40
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EDRH
76
Edmond de Rothschild Holding
Switzerland
$191K 3,804 +2,552 +204%
OC
77
Oakworth Capital
Alabama
$174K 3,480
NFG
78
Next Financial Group
Texas
$103K 2,050
PWM
79
Perigon Wealth Management
California
$95K 1,898
BAM
80
Barrett Asset Management
New York
$86K 1,710 -700 -29%
Creative Planning
81
Creative Planning
Kansas
$72K 1,442
IWM
82
IHT Wealth Management
Illinois
$39K 780 +444 +132%
KF
83
Krilogy Financial
Missouri
$33K 665
SPIA
84
Steward Partners Investment Advisory
New York
$30K 600
MWM
85
Mascoma Wealth Management
New Hampshire
$30K 600
WA
86
WFG Advisors
Texas
$18K 364 -100 -22%
PA
87
Parallel Advisors
California
$16K 310
FCMT
88
Founders Capital Management (Texas)
Texas
$14K 280 +280 New
CFG
89
CKW Financial Group
Hawaii
$11K 228
GWM
90
Geneos Wealth Management
Colorado
$3K 60
WAM
91
Wealthspire Advisors (Maryland)
Maryland
$3K 50
BlackRock
92
BlackRock
New York
$2K 46
GRP
93
Global Retirement Partners
California
$1K 20
PWS
94
Paragon Wealth Strategies
Florida
-91,323 Closed
FIM
95
Freedom Investment Management
Connecticut
-85,229 Closed
JSL
96
JT Stratford LLC
Georgia
-41,896 Closed
CWM
97
Concert Wealth Management
California
-5,702 Closed
HCM
98
Horan Capital Management
Maryland
-3,074 Closed
VIA
99
Vantage Investment Advisors
Pennsylvania
-1,738 Closed
DADC
100
D.A. Davidson & Co
Montana
-560 Closed