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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

149 hedge funds and large institutions have $1.23B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 15 closing their positions.

Holders
149
Holders Change
+8
Holders Change %
+5.67%
% of All Funds
3.42%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
24
Increased
65
Reduced
37
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$464M
2
RJA
2
Raymond James & Associates
Florida
$139M
3
Bank of America
3
Bank of America
North Carolina
$66.3M
4
DWM
4
Destination Wealth Management
California
$16.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$52.9M

Top Sellers

1
WI
1
WBI Investments
New Jersey
$0
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$0
3
LPL Financial
3
LPL Financial
California
$16.6M
4
CCM
4
Coldstream Capital Management
Washington
$0
5
SPC
5
Sigma Planning Corp
Michigan
$4.59M
Name Market Value Shares Shares
Change 		Shares
Change %
JWA
101
JFS Wealth Advisors
Pennsylvania
$258K 5,251 +2,360 +82%
BFM
102
Broadview Financial Management
Wisconsin
$255K 5,196 +235 +5%
AFP
103
Ausdal Financial Partners
Iowa
$238K 4,854 +31 +0.6%
SFG
104
StrategIQ Financial Group
Indiana
$227K 4,622 +4,622 New
PCG
105
Private Capital Group
Connecticut
$172K 3,519 +7 +0.2%
WA
106
WealthTrust-Arizona
Arizona
$163K 3,314 -16 -0.5%
IA
107
IFP Advisors
Florida
$155K 3,150 -1,240 -28%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$119K 2,431 +2,431 New
PCA
109
Peddock Capital Advisors
Massachusetts
$116K 2,367 +95 +4%
BAM
110
Barrett Asset Management
New York
$108K 2,210 – –
BAMG
111
Brand Asset Management Group
Missouri
$106K 2,164 +2,164 New
APA
112
American Portfolios Advisors
New York
$104K 2,110 -69 -3%
OC
113
Oakworth Capital
Alabama
$97K 1,980 – –
TAIM
114
TD Ameritrade Investment Management
Nebraska
$90K 1,835 +1,835 New
VFA
115
Valeo Financial Advisors
Indiana
$87K 1,777 +1,629 +1,101%
BWA
116
BDO Wealth Advisors
Florida
$80K 1,637 -616 -27%
FMII
117
Farmers & Merchants Investments Inc
Nebraska
$78K 1,585 – –
CAC
118
Certified Advisory Corp
Florida
$77K 1,575 +7 +0.4%
GRP
119
Global Retirement Partners
California
$64K 1,310 +461 +54%
SPIA
120
Steward Partners Investment Advisory
New York
$64K 1,301 +701 +117%
SEI Investments
121
SEI Investments
Pennsylvania
$57K 1,168 +1,168 New
OIA
122
OneDigital Investment Advisors
Kansas
$49K 1,000 – –
Citigroup
123
Citigroup
New York
$48K 980 -643 -40%
FHA
124
Flagship Harbor Advisors
Massachusetts
$47K 958 +958 New
ML
125
McAdam LLC
Pennsylvania
$42K 846 +685 +425%
3 4
5
6 7