ISTB icon

iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

177 hedge funds and large institutions have $1.46B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 18 closing their positions.

Holders
177
Holders Change
+20
Holders Change %
+12.74%
% of All Funds
3.95%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.33%
New
39
Increased
64
Reduced
59
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$54.7M
2
LPT
2
Legacy Private Trust
Wisconsin
$36.1M
3
BA
3
BCM Advisors
Louisiana
$20.1M
4
WAM
4
Wealthspire Advisors (Maryland)
Maryland
$12.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$75.3M

Top Sellers

1
ST
1
Spinnaker Trust
Maine
$947K
2
CSIA
2
Charles Schwab Investment Advisory
California
$421M
3
DWA
3
Divergent Wealth Advisors
Utah
$15.3M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$146K
5
DWM
5
Destination Wealth Management
California
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
76
Eukles Asset Management
Ohio
$1.15M +$1.15M +23,510 New
WP
77
WealthSource Partners
California
$1.08M +$340K +6,931 +46%
ST
78
Spinnaker Trust
Maine
$947K -$38.3M -780,891 -98%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$888K +$166K +3,394 +23%
CWM
80
Cahaba Wealth Management
Georgia
$805K +$403K +8,216 +100%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$796K -$133K -2,709 -14%
WCM
82
Whitener Capital Management
North Carolina
$743K +$123K +2,500 +20%
MWM
83
Mission Wealth Management
California
$734K -$211K -4,294 -22%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$733K +$134K +2,739 +22%
BTS
85
BB&T Securities
Virginia
$716K +$111K +2,273 +18%
WP
86
WealthShield Partners
North Carolina
$702K -$74.8K -1,525 -10%
PAG
87
Private Advisor Group
New Jersey
$664K -$11.6K -237 -2%
Deutsche Bank
88
Deutsche Bank
Germany
$634K +$634K +12,923 New
SFG
89
StrategIQ Financial Group
Indiana
$613K +$118K +2,412 +24%
HCIA
90
Hochman Cole Investment Advisors
Illinois
$611K -$65.5K -1,336 -10%
CCG
91
Cypress Capital Group
Florida
$608K -$132K -2,700 -18%
JWA
92
JFS Wealth Advisors
Pennsylvania
$604K +$236K +4,816 +64%
SFS
93
Sowell Financial Services
Arkansas
$601K +$601K +12,245 New
EWA
94
EP Wealth Advisors
California
$594K +$594K +12,116 New
MI
95
Moneywise Inc
Virginia
$579K +$64.8K +1,321 +13%
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$574K – – –
HB
97
Homrich & Berg
Georgia
$527K -$20.2K -411 -4%
CPIA
98
Cornell Pochily Investment Advisors
New York
$514K -$43.5K -887 -8%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$473K +$14.7K +300 +3%
SBH
100
Segall Bryant & Hamill
Illinois
$473K +$473K +9,646 New
2 3
4
5 6