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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

149 hedge funds and large institutions have $1.23B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 15 closing their positions.

Holders
149
Holders Change
+8
Holders Change %
+5.67%
% of All Funds
3.42%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
24
Increased
65
Reduced
37
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$464M
2
RJA
2
Raymond James & Associates
Florida
$139M
3
Bank of America
3
Bank of America
North Carolina
$66.3M
4
DWM
4
Destination Wealth Management
California
$16.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$52.9M

Top Sellers

1
WI
1
WBI Investments
New Jersey
$0
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$0
3
LPL Financial
3
LPL Financial
California
$16.6M
4
CCM
4
Coldstream Capital Management
Washington
$0
5
SPC
5
Sigma Planning Corp
Michigan
$4.59M
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
76
Whitener Capital Management
North Carolina
$499K 10,186 +2,510 +33%
TI
77
Truepoint Inc
Ohio
$498K 10,156 +9,872 +3,476%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$487K 9,935 -438 -4%
PFA
79
Pinnacle Family Advisors
Missouri
$460K 9,369 -130 -1%
US Bancorp
80
US Bancorp
Minnesota
$452K 9,221 +611 +7%
CWM
81
Cahaba Wealth Management
Georgia
$430K 8,782 +2,658 +43%
CIBC World Market
82
CIBC World Market
Ontario, Canada
$421K 8,575 -1,100 -11%
CCG
83
Cypress Capital Group
Florida
$417K 8,500 +8,500 New
MI
84
Moneywise Inc
Virginia
$403K 8,211 +40 +0.5%
OAM
85
Oak Asset Management
California
$395K 8,050 -1,000 -11%
ACP
86
Aveo Capital Partners
Colorado
$381K 7,756 – –
BW
87
Biegel & Waller
Maryland
$362K 7,382 -141 -2%
PAS
88
Park Avenue Securities
New York
$361K 7,375 +895 +14%
HCM
89
Horan Capital Management
Maryland
$350K 7,139 +7,139 New
VC
90
Vicus Capital
Pennsylvania
$345K 7,021 -292 -4%
PCIA
91
Prime Capital Investment Advisors
Kansas
$340K 6,930 – –
MA
92
Mutual Advisors
Nebraska
$337K 6,873 +31 +0.5%
BF
93
BOK Financial
Oklahoma
$329K 6,700 – –
PIM
94
Provident Investment Management
Michigan
$317K 6,465 -2,038 -24%
PAG
95
Private Advisor Group
New Jersey
$314K 6,413 -4,038 -39%
NB
96
Northwest Bancshares
Pennsylvania
$287K 5,853 – –
FAAS
97
First Allied Advisory Services
California
$286K 5,804 +1,175 +25%
NEGWA
98
New England Guild Wealth Advisors
Connecticut
$280K 5,700 – –
OCM
99
Osterweis Capital Management
California
– – – –
DBRC
100
D.B. Root & Company
Pennsylvania
$260K 5,306 -146 -3%
2 3
4
5 6