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 %
MCM
101
Monument Capital Management
Virginia
$881K +$11.2K +222 +1%
WCM
102
Whitener Capital Management
North Carolina
$880K +$50 +1 +0%
JWM
103
JGP Wealth Management
Oregon
$824K +$142K +2,813 +21%
CCG
104
Cypress Capital Group
Florida
$776K +$30.3K +600 +4%
WIA
105
Wealthstreet Investment Advisors
Texas
$767K +$37.8K +750 +5%
CIBC World Market
106
CIBC World Market
Ontario, Canada
$705K +$19.1K +379 +3%
WTB
107
Washington Trust Bank
Washington
$674K +$674K +13,351 New
HB
108
Homrich & Berg
Georgia
$662K +$170K +3,362 +35%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$649K -$44.7K -885 -6%
GPWA
110
Great Point Wealth Advisors
Massachusetts
$628K +$329K +6,532 +110%
FAAS
111
First Allied Advisory Services
California
$627K +$24.5K +485 +4%
BlackRock
112
BlackRock
New York
$584K +$357K +7,074 +157%
NCM
113
Northwest Capital Management
Oregon
$571K +$206K +4,080 +57%
MI
114
Moneywise Inc
Virginia
$549K -$39.6K -784 -7%
JWA
115
JFS Wealth Advisors
Pennsylvania
$533K +$909 +18 +0.2%
AWM
116
AE Wealth Management
Kansas
$524K +$524K +10,378 New
MWM
117
Mission Wealth Management
California
$489K +$757 +15 +0.2%
SB
118
Suntrust Banks
Georgia
$476K +$476K +9,437 New
CAC
119
Certified Advisory Corp
Florida
$452K +$254K +5,024 +128%
PAS
120
Park Avenue Securities
New York
$420K -$57.1K -1,132 -12%
ACP
121
Aveo Capital Partners
Colorado
$416K +$69.3K +1,378 +20%
SC
122
Scotia Capital
Ontario, Canada
$409K +$409K +8,109 New
APSP
123
Asset Planning Services (Pennsylvania)
Pennsylvania
$404K +$757 +15 +0.2%
WIA
124
World Investment Advisors
California
$380K -$243K -4,818 -39%
EWA
125
EP Wealth Advisors
California
$378K -$303 -6 -0.1%
3 4
5
6 7