ISTB icon

iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

205 hedge funds and large institutions have $1.6B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 51 reducing their positions, and 24 closing their positions.

Holders
205
Holders Change
+2
Holders Change %
+0.99%
% of All Funds
4.5%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.31%
New
27
Increased
98
Reduced
51
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$55.4M
2
RJA
2
Raymond James & Associates
Florida
$235M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.5M
4
WWM
4
Windsor Wealth Management
Indiana
$7.1M
5
ONST
5
Old North State Trust
North Carolina
$13.6M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$180M
2
Bank of America
2
Bank of America
North Carolina
$112M
3
Ameriprise
3
Ameriprise
Minnesota
$41.3M
4
DWA
4
Divergent Wealth Advisors
Utah
$31.9M
5
BCA
5
Berman Capital Advisors
Georgia
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
76
Jane Street
New York
$1.79M -$589K -11,673 -25%
Citigroup
77
Citigroup
New York
$1.72M -$53.6K -1,061 -3%
CFA
78
Carroll Financial Associates
North Carolina
$1.7M +$1.7M +33,694 New
William Blair & Company
79
William Blair & Company
Illinois
$1.64M -$149K -2,959 -8%
WCG
80
Weaver Consulting Group
California
$1.63M +$275K +5,472 +20%
WP
81
WealthSource Partners
California
$1.57M +$218K +4,324 +16%
OIA
82
OneDigital Investment Advisors
Kansas
$1.54M +$1.54M +30,571 New
VNA
83
Valley National Advisers
Pennsylvania
$1.51M +$1.18M +23,288 +349%
HCM
84
Hengehold Capital Management
Ohio
$1.51M +$1.06M +20,978 +238%
CA
85
Cetera Advisors
Colorado
$1.5M +$1.5M +29,811 New
AEPG
86
American Economic Planning Group
New Jersey
$1.44M -$212K -4,201 -13%
BCA
87
Berman Capital Advisors
Georgia
$1.38M -$5.18M -102,681 -79%
BTS
88
BB&T Securities
Virginia
$1.38M +$133K +2,645 +11%
AG
89
Advisor Group
Arizona
$1.35M -$264K -5,229 -16%
WWM
90
Western Wealth Management
Colorado
$1.34M -$22.4K -443 -2%
NIC
91
Northwest Investment Counselors
Oregon
$1.25M -$57.6K -1,141 -4%
WC
92
Whitney & Co
New York
$1.24M +$618K +12,278 +100%
WP
93
WealthShield Partners
North Carolina
$1.22M +$2.32K +46 +0.2%
EAM
94
Eukles Asset Management
Ohio
$1.22M -$17.3K -343 -1%
FTUS
95
Flow Traders U.S.
New York
$1.16M +$780K +15,452 +205%
Natixis Advisors
96
Natixis Advisors
Massachusetts
$1.1M -$5.55K -110 -0.5%
SFG
97
StrategIQ Financial Group
Indiana
$1.09M +$130K +2,579 +14%
LFPWM
98
Leicht Financial Planning & Wealth Management
New Jersey
$1.08M -$976K -19,340 -47%
PAG
99
Private Advisor Group
New Jersey
$1.04M +$393K +7,784 +61%
EWA
100
Exencial Wealth Advisors
Oklahoma
$962K +$404 +8 +0%
2 3
4
5 6