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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

127 hedge funds and large institutions have $435M invested in iShares Core 1-5 Year USD Bond ETF in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+24
Holders Change %
+23.3%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
58
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$55.1M
2
LPL Financial
2
LPL Financial
California
$24.5M
3
PWPCM
3
Perella Weinberg Partners Capital Management
New York
$9.89M
4
BAAM
4
Baker Avenue Asset Management
California
$7.54M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.96M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.74M
2
LNC
2
Lincoln National Corp
Pennsylvania
$205K
3
CFP
3
Cornerstone Financial Partners
North Carolina
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$341K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
I
76
INVST
Indiana
$304K – – –
BF
77
BOK Financial
Oklahoma
$304K +$274K +5,500 +917%
NB
78
Northwest Bancshares
Pennsylvania
$285K +$285K +5,721 New
NEGWA
79
New England Guild Wealth Advisors
Connecticut
$284K +$284K +5,700 New
WCM
80
Whitener Capital Management
North Carolina
$281K +$281K +5,650 New
TI
81
Truepoint Inc
Ohio
$273K +$273K +5,483 New
HCM
82
Horan Capital Management
Maryland
$272K +$272K +5,478 New
OCM
83
Osterweis Capital Management
California
$268K -$270K – –
SDWMA
84
Schneider Downs Wealth Management Advisors
Pennsylvania
$253K +$44.5K +893 +21%
BFM
85
Broadview Financial Management
Wisconsin
$246K +$246K +4,942 New
AFP
86
Ausdal Financial Partners
Iowa
$239K +$1.54K +31 +0.6%
IA
87
IFP Advisors
Florida
$219K – – –
PCM
88
Parsons Capital Management
Rhode Island
$215K +$10.4K +208 +5%
SWP
89
Stratos Wealth Partners
Ohio
$211K -$7.91K -159 -4%
CWM
90
Cahaba Wealth Management
Georgia
$210K +$210K +4,220 New
LNC
91
Lincoln National Corp
Pennsylvania
$205K -$3.97M -79,538 -95%
GWM
92
Geneos Wealth Management
Colorado
$151K – – –
FAAS
93
First Allied Advisory Services
California
$123K +$123K +2,483 New
APA
94
American Portfolios Advisors
New York
$105K +$105K +2,110 New
BAM
95
Barrett Asset Management
New York
$100K – – –
OC
96
Oakworth Capital
Alabama
$99K -$37.5K -750 -27%
CAC
97
Certified Advisory Corp
Florida
$77K +$77K +1,564 New
IF
98
Ironwood Financial
Arizona
$73K +$18.7K +376 +34%
PWM
99
Perigon Wealth Management
California
$70K – – –
MA
100
MCF Advisors
Kentucky
$52K -$55.1K -1,099 -51%
2 3
4
5 6