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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

244 hedge funds and large institutions have $2.24B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 102 increasing their positions, 50 reducing their positions, and 18 closing their positions.

Holders
244
Holders Change
+39
Holders Change %
+19.02%
% of All Funds
4.82%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.36%
New
63
Increased
102
Reduced
50
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$745M
2
ST
2
Spinnaker Trust
Maine
$24.2M
3
CIP
3
Capital Insight Partners
Arizona
$23.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$70.3M
5
DWA
5
Divergent Wealth Advisors
Utah
$43.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$45.8M
2
WAM
2
Wealthspire Advisors (Maryland)
Maryland
$5.41M
3
SMM
3
Stadion Money Management
Georgia
$45.3M
4
Ameriprise
4
Ameriprise
Minnesota
$35.8M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NIC
101
Northwest Investment Counselors
Oregon
$1.22M 24,230 -472 -2%
EAM
102
Eukles Asset Management
Ohio
$1.2M 23,754 -334 -1%
QCM
103
Quest Capital Management
Texas
$1.17M 23,116 +15,646 +209%
Stifel Financial
104
Stifel Financial
Missouri
$1.16M 23,041 -16,253 -41%
Natixis Advisors
105
Natixis Advisors
Massachusetts
$1.13M 22,439 +624 +3%
AA
106
Argent Advisors
Louisiana
$1.06M 21,065 +21,065 New
IF
107
IRON Financial
Illinois
$1.03M 20,338 +20,338 New
William Blair & Company
108
William Blair & Company
Illinois
$1M 19,862 -12,528 -39%
SFG
109
StrategIQ Financial Group
Indiana
$917K 18,199 -3,384 -16%
EWA
110
Exencial Wealth Advisors
Oklahoma
$911K 18,069 -987 -5%
MCM
111
Monument Capital Management
Virginia
$886K 17,586 +138 +0.8%
CAC
112
Certified Advisory Corp
Florida
$883K 17,526 +8,570 +96%
WCM
113
Whitener Capital Management
North Carolina
$878K 17,432 +2 +0%
JWM
114
JGP Wealth Management
Oregon
$855K 16,943 +625 +4%
PAG
115
Private Advisor Group
New Jersey
$817K 16,212 -4,327 -21%
WIA
116
Wealthstreet Investment Advisors
Texas
$817K 16,210 +1,000 +7%
BlackRock
117
BlackRock
New York
$813K 16,135 +4,567 +39%
MAWCM
118
Mine & Arao Wealth Creation & Management
California
$811K 16,088 +16,088 New
CCG
119
Cypress Capital Group
Florida
$775K 15,375 – –
NCM
120
Northwest Capital Management
Oregon
$770K 15,285 +3,988 +35%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$763K 15,133 +2,280 +18%
MAA
122
Matrix Asset Advisors
New York
$755K 14,988 +10,289 +219%
SAG
123
Spotlight Asset Group
Illinois
$753K 14,791 +14,791 New
IWC
124
Integrated Wealth Concepts
Massachusetts
$728K 14,451 +14,451 New
WP
125
WealthShield Partners
North Carolina
$711K 14,098 -10,091 -42%
3 4
5
6 7