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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

260 hedge funds and large institutions have $2.5B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 112 increasing their positions, 63 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+8
Holders Change %
+3.17%
% of All Funds
5.34%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.47%
New
40
Increased
112
Reduced
63
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$230M
2
BlackRock
2
BlackRock
New York
$60.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$62.5M
4
SP
4
Symmetry Partners
Connecticut
$34.5M
5
DWA
5
Divergent Wealth Advisors
Utah
$35.3M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$685M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$41.2M
3
Jane Street
3
Jane Street
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$73.9M
5
BSAM
5
Blue Sky Asset Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$3.77M -$667K -12,950 -15%
AWS
77
AJ Wealth Strategies
New York
$3.74M +$417K +8,107 +13%
MFS
78
Madrona Financial Services
Washington
$3.66M +$250K +4,849 +7%
ASN
79
Advisory Services Network
Georgia
$3.55M -$671K -13,031 -16%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$3.54M +$3.54M +68,849 New
SC
81
Savant Capital
Illinois
$3.52M -$288K -5,590 -8%
DTIM
82
Danda Trouve Investment Management
Kansas
$3.36M +$16.1K +312 +0.5%
LWA
83
LWS Wealth Advisors
New Jersey
$3.3M +$349K +6,787 +12%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$3.23M +$13.1K +254 +0.4%
HH
85
Hilltop Holdings
Texas
$3.17M +$2.23M +43,314 +238%
EW
86
Element Wealth
Mississippi
$2.83M +$32.8K +638 +1%
CWM
87
Campbell Wealth Management
Virginia
$2.81M +$170K +3,296 +6%
Truist Financial
88
Truist Financial
North Carolina
$2.7M +$320K +6,220 +13%
VNA
89
Valley National Advisers
Pennsylvania
$2.63M -$1.85K -36 -0.1%
GPA
90
Guidance Point Advisors
Massachusetts
$2.6M +$568K +11,044 +28%
SWP
91
Summit Wealth Partners
Florida
$2.53M +$140K +2,715 +6%
Goldman Sachs
92
Goldman Sachs
New York
$2.45M – – –
WIA
93
Wealthstreet Investment Advisors
Texas
$2.41M +$1.57M +30,525 +188%
JWCA
94
J.W. Cole Advisors
Florida
$2.39M +$2.1M +40,836 +736%
WP
95
WealthShield Partners
North Carolina
$2.34M +$31.2K +607 +1%
CCA
96
Column Capital Advisors
Indiana
$2.33M -$50.8K -988 -2%
WAM
97
Wealthspire Advisors (Maryland)
Maryland
$2.32M -$531K -10,309 -19%
HWA
98
HHM Wealth Advisors
Tennessee
$2.31M -$29K -563 -1%
RWA
99
Redhawk Wealth Advisors
Minnesota
$2.12M +$2.12M +41,140 New
SAM
100
Shone Asset Management
California
$1.93M -$6.04K -117 -0.3%
2 3
4
5 6