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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 %
PIM
101
Provident Investment Management
Michigan
$435K +$167K +3,400 +62%
PAS
102
Park Avenue Securities
New York
$401K -$11.3K -229 -3%
CIR
103
Clear Investment Research
Georgia
$397K -$72.2K -1,473 -15%
BlackRock
104
BlackRock
New York
$392K +$389K +7,948 +14,996%
APSP
105
Asset Planning Services (Pennsylvania)
Pennsylvania
$392K +$392K +7,986 New
CIBC World Market
106
CIBC World Market
Ontario, Canada
$383K -$31.6K -643 -8%
MSAM
107
Moloney Securities Asset Management
Missouri
$382K -$22.1K -451 -5%
ACP
108
Aveo Capital Partners
Colorado
$381K – – –
US Bancorp
109
US Bancorp
Minnesota
$371K -$68.9K -1,404 -16%
FAAS
110
First Allied Advisory Services
California
$368K +$6.78K +138 +2%
SF
111
Summit Financial
New Jersey
$366K +$366K +7,470 New
HS
112
Horan Securities
United States
$360K -$1.05M -21,380 -75%
SDWMA
113
Schneider Downs Wealth Management Advisors
Pennsylvania
$360K -$220K -4,497 -38%
VC
114
Vicus Capital
Pennsylvania
$346K -$196 -4 -0.1%
HCM
115
Horan Capital Management
Maryland
$314K -$14.4K -293 -4%
BW
116
Biegel & Waller
Maryland
$278K -$83K -1,693 -23%
HIS
117
Harvest Investment Services
Illinois
$277K +$277K +5,628 New
JWM
118
JGP Wealth Management
Oregon
$276K +$276K +5,618 New
SHIM
119
Stone House Investment Management
Pennsylvania
$271K +$271K +5,522 New
PFA
120
Pinnacle Family Advisors
Missouri
$265K -$3.09K -63 -1%
OCM
121
Osterweis Capital Management
California
$263K -$263K – –
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$259K – – –
BF
123
BOK Financial
Oklahoma
$255K – – –
SWP
124
Stratos Wealth Partners
Ohio
$254K +$240K +4,875 +1,664%
LFPWM
125
Leicht Financial Planning & Wealth Management
New Jersey
$250K +$250K +5,099 New
3 4
5
6 7