ISTB icon

iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

203 hedge funds and large institutions have $1.64B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 93 increasing their positions, 49 reducing their positions, and 17 closing their positions.

Holders
203
Holders Change
+9
Holders Change %
+4.64%
% of All Funds
4.42%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
29
Increased
93
Reduced
49
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$62.5M
2
CSIA
2
Charles Schwab Investment Advisory
California
$276M
3
EA
3
Evergreen Advisors
Tennessee
$17.5M
4
UBS Group
4
UBS Group
Switzerland
$52.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$32.4M

Top Sellers

1
AEPG
1
American Economic Planning Group
New Jersey
$1.65M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$10.3M
3
LPT
3
Legacy Private Trust
Wisconsin
$10.8M
4
CBB
4
Citizens Business Bank
California
$3.9M
5
NIA
5
Northstar Investment Advisors
Colorado
$3.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$1.77M +$158K +3,130 +10%
MIAN
77
Mariner Independent Advisor Network
Kansas
$1.68M +$95.8K +1,906 +6%
AEPG
78
American Economic Planning Group
New Jersey
$1.65M -$34.7M -687,544 -95%
AG
79
Advisor Group
Arizona
$1.61M -$160K -3,178 -9%
WWM
80
Western Wealth Management
Colorado
$1.36M -$5.7K -113 -0.4%
WCG
81
Weaver Consulting Group
California
$1.36M +$1.36M +26,943 New
WP
82
WealthSource Partners
California
$1.35M +$76.4K +1,515 +6%
NIC
83
Northwest Investment Counselors
Oregon
$1.3M -$12.8K -253 -1%
BTS
84
BB&T Securities
Virginia
$1.25M +$217K +4,302 +21%
EAM
85
Eukles Asset Management
Ohio
$1.23M +$23K +456 +2%
WP
86
WealthShield Partners
North Carolina
$1.22M +$499K +9,893 +69%
Natixis Advisors
87
Natixis Advisors
Massachusetts
$1.11M +$13.3K +263 +1%
OMC
88
Old Mission Capital
Illinois
$990K -$2.94M -58,290 -75%
EWA
89
Exencial Wealth Advisors
Oklahoma
$961K – – –
SFG
90
StrategIQ Financial Group
Indiana
$958K +$167K +3,307 +21%
CFGS
91
Concourse Financial Group Securities
Alabama
$887K -$1.19M -23,617 -57%
WCM
92
Whitener Capital Management
North Carolina
$878K +$61.6K +1,222 +8%
MCM
93
Monument Capital Management
Virginia
$866K +$468K +9,312 +118%
HL
94
HeadInvest LLC
Maine
$756K – – –
CCG
95
Cypress Capital Group
Florida
$745K +$12.6K +250 +2%
HCM
96
Hudson Capital Management
New Jersey
$731K -$307K -6,089 -30%
WIA
97
Wealthstreet Investment Advisors
Texas
$729K +$729K +14,460 New
Baird Financial Group
98
Baird Financial Group
Wisconsin
$693K +$228K +4,522 +49%
CIBC World Market
99
CIBC World Market
Ontario, Canada
$685K -$9.78K -194 -1%
JWM
100
JGP Wealth Management
Oregon
$681K +$251K +4,984 +58%
2 3
4
5 6