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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

271 hedge funds and large institutions have $2.7B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 124 increasing their positions, 73 reducing their positions, and 18 closing their positions.

Holders
271
Holders Change
+11
Holders Change %
+4.23%
% of All Funds
5.48%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.49%
New
31
Increased
124
Reduced
73
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Acorns Advisers
California
$182M
2
Ameriprise
2
Ameriprise
Minnesota
$275M
3
UBS Group
3
UBS Group
Switzerland
$101M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$41.6M
5
RJA
5
Raymond James & Associates
Florida
$707M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$63.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
BlackRock
3
BlackRock
New York
$2.5M
4
DWA
4
Divergent Wealth Advisors
Utah
$17.4M
5
TPWA
5
TRUE Private Wealth Advisors
Oregon
$495K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
101
Kestra Advisory Services
Texas
$2.3M +$2.3M +44,996 New
Bank of New York Mellon
102
Bank of New York Mellon
New York
$2.21M +$2.21M +42,919 New
SC
103
Savant Capital
Illinois
$2.08M -$1.45M -28,093 -41%
WP
104
WealthShield Partners
North Carolina
$2.07M -$273K -5,301 -12%
SAM
105
Shone Asset Management
California
$2.04M +$110K +2,134 +6%
Natixis Advisors
106
Natixis Advisors
Massachusetts
$1.85M +$684K +13,268 +59%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$1.73M +$1.57M +30,478 +964%
SIC
108
Samalin Investment Counsel
New York
$1.73M +$70.7K +1,371 +4%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$1.7M +$1.7M +32,943 New
PP
110
PDS Planning
Ohio
$1.66M +$4.23K +82 +0.3%
RG
111
Retirement Group
California
$1.59M +$60K +1,164 +4%
VC
112
Veracity Capital
Georgia
$1.58M -$56.8K -1,102 -3%
KPWS
113
Kestra Private Wealth Services
Texas
$1.53M +$1.53M +29,663 New
SVWAG
114
Sound View Wealth Advisors Group
Georgia
$1.51M +$156K +3,027 +12%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$1.44M +$10.5K +203 +0.7%
LPT
116
Legacy Private Trust
Wisconsin
$1.42M -$167K -3,245 -11%
PJSIMP
117
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.38M +$1.38M +26,881 New
US Bancorp
118
US Bancorp
Minnesota
$1.35M +$912K +17,700 +207%
AA
119
Argent Advisors
Louisiana
$1.33M -$15.7K -305 -1%
ACA
120
Ackerman Capital Advisors
Texas
$1.29M -$5.1K -99 -0.4%
WTB
121
Washington Trust Bank
Washington
$1.25M +$16.3K +316 +1%
RCAG
122
Rehmann Capital Advisory Group
Michigan
$1.24M -$96.8K -1,877 -7%
EAM
123
Eukles Asset Management
Ohio
$1.23M +$7.89K +153 +0.6%
DAS
124
Dynamic Advisor Solutions
Arizona
$1.21M +$552K +10,707 +84%
Citigroup
125
Citigroup
New York
$1.19M -$621K -12,037 -34%
3 4
5
6 7