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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

157 hedge funds and large institutions have $1.3B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
21
Increased
70
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$81.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$66.2M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$36.8M
4
DWA
4
Divergent Wealth Advisors
Utah
$37.7M
5
RJA
5
Raymond James & Associates
Florida
$147M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$446M
2
NIA
2
Northstar Investment Advisors
Colorado
$4.44M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$928K
4
LPL Financial
4
LPL Financial
California
$13.7M
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SDWMA
76
Schneider Downs Wealth Management Advisors
Pennsylvania
$580K 11,843 +11,843 New
FDCDDQ
77
Federation des caisses Desjardins du Quebec
Quebec, Canada
$573K 11,690 -4,250 -27%
CPIA
78
Cornell Pochily Investment Advisors
New York
$556K 11,364 -2,687 -19%
HB
79
Homrich & Berg
Georgia
$546K 11,149 – –
MI
80
Moneywise Inc
Virginia
$513K 10,477 +2,266 +28%
SFG
81
StrategIQ Financial Group
Indiana
$494K 10,074 +5,452 +118%
CIR
82
Clear Investment Research
Georgia
$469K 9,567 -4,163 -30%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$456K 9,339 +9,339 New
US Bancorp
84
US Bancorp
Minnesota
$439K 8,960 -261 -3%
EDRIA
85
Edmonds Duncan Registered Investment Advisors
Kansas
$424K 8,655 -11,168 -56%
CIBC World Market
86
CIBC World Market
Ontario, Canada
$414K 8,443 -132 -2%
PAS
87
Park Avenue Securities
New York
$410K 8,389 +1,014 +14%
MSAM
88
Moloney Securities Asset Management
Missouri
$403K 8,230 -5,796 -41%
CWM
89
Cahaba Wealth Management
Georgia
$400K 8,199 -583 -7%
ACP
90
Aveo Capital Partners
Colorado
$378K 7,756 – –
JWA
91
JFS Wealth Advisors
Pennsylvania
$367K 7,488 +2,237 +43%
BW
92
Biegel & Waller
Maryland
$361K 7,366 -16 -0.2%
FAAS
93
First Allied Advisory Services
California
$360K 7,351 +1,547 +27%
VC
94
Vicus Capital
Pennsylvania
$346K 7,053 +32 +0.5%
PCIA
95
Prime Capital Investment Advisors
Kansas
$340K 6,945 +15 +0.2%
MA
96
Mutual Advisors
Nebraska
$332K 6,783 -90 -1%
HCM
97
Horan Capital Management
Maryland
$328K 6,699 -440 -6%
OAM
98
Oak Asset Management
California
$296K 6,050 -2,000 -25%
NEGWA
99
New England Guild Wealth Advisors
Connecticut
$279K 5,700 – –
NB
100
Northwest Bancshares
Pennsylvania
$274K 5,582 -271 -5%
2 3
4
5 6