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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 %
PAG
101
Private Advisor Group
New Jersey
$643K -$11.9K -236 -2%
WIA
102
World Investment Advisors
California
$624K +$624K +12,340 New
WC
103
Whitney & Co
New York
$617K +$10.1K +200 +2%
FAAS
104
First Allied Advisory Services
California
$601K +$123K +2,430 +26%
MI
105
Moneywise Inc
Virginia
$588K +$176K +3,490 +43%
JWA
106
JFS Wealth Advisors
Pennsylvania
$531K +$48.3K +959 +10%
HB
107
Homrich & Berg
Georgia
$491K -$50.2K -996 -9%
MWM
108
Mission Wealth Management
California
$488K -$199K -3,945 -29%
PAS
109
Park Avenue Securities
New York
$477K +$39.6K +786 +9%
HCIA
110
Hochman Cole Investment Advisors
Illinois
$457K +$4.14K +82 +0.9%
HCM
111
Hengehold Capital Management
Ohio
$445K +$445K +8,822 New
CIR
112
Clear Investment Research
Georgia
$405K -$10.1K -201 -2%
APSP
113
Asset Planning Services (Pennsylvania)
Pennsylvania
$403K – – –
FTUS
114
Flow Traders U.S.
New York
$380K +$380K +7,538 New
EWA
115
EP Wealth Advisors
California
$377K +$377K +7,483 New
NCM
116
Northwest Capital Management
Oregon
$364K – – –
SCA
117
Snowden Capital Advisors
New York
$363K – – –
ACP
118
Aveo Capital Partners
Colorado
$347K – – –
MA
119
Mutual Advisors
Nebraska
$342K +$93.8K +1,860 +38%
BFA
120
Beaumont Financial Advisors
Massachusetts
$342K +$342K +6,790 New
VNA
121
Valley National Advisers
Pennsylvania
$336K +$336K +6,667 New
VC
122
Vicus Capital
Pennsylvania
$333K -$19.9K -395 -6%
HS
123
Horan Securities
United States
$327K -$31.6K -627 -9%
MSAM
124
Moloney Securities Asset Management
Missouri
$323K -$40.8K -809 -11%
OCM
125
Osterweis Capital Management
California
$316K -$268K – –
3 4
5
6 7