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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

127 hedge funds and large institutions have $435M invested in iShares Core 1-5 Year USD Bond ETF in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+24
Holders Change %
+23.3%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
58
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$55.1M
2
LPL Financial
2
LPL Financial
California
$24.5M
3
PWPCM
3
Perella Weinberg Partners Capital Management
New York
$9.89M
4
BAAM
4
Baker Avenue Asset Management
California
$7.54M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.96M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.74M
2
LNC
2
Lincoln National Corp
Pennsylvania
$205K
3
CFP
3
Cornerstone Financial Partners
North Carolina
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$341K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
126
Avidian Wealth Enterprises
Texas
$209 – – –
PCG
127
Private Capital Group
Connecticut
$132 +$132 +3,184 New
CFP
128
Cornerstone Financial Partners
North Carolina
– -$2.06M -40,932 Closed
GFPC
129
Global Financial Private Capital
Florida
– -$961K -19,122 Closed
BIA
130
Barry Investment Advisors
Massachusetts
– -$452K -9,000 Closed
EDRH
131
Edmond de Rothschild Holding
Switzerland
– -$191K -3,804 Closed
NFG
132
Next Financial Group
Texas
– -$103K -2,050 Closed
SQA
133
Simon Quick Advisors
New Jersey
– -$15K -300 Closed
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
– -$1K -29 Closed
2 3 4 5
6