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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

141 hedge funds and large institutions have $1.02B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+14
Holders Change %
+11.02%
% of All Funds
3.24%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
26
Increased
50
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
1
Windhaven Investment Management
Massachusetts
$438M
2
Wells Fargo
2
Wells Fargo
California
$70.8M
3
ST
3
Spinnaker Trust
Maine
$37.5M
4
AEPG
4
American Economic Planning Group
New Jersey
$28.1M
5
AI
5
Atria Investments
North Carolina
$27.5M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$64K
2
Bank of America
2
Bank of America
North Carolina
$47.3M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$678K
4
NIA
4
Northstar Investment Advisors
Colorado
$6.41M
5
VF
5
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
126
AlphaMark Advisors
Kentucky
$19K – – –
PA
127
Parallel Advisors
California
$18K +$2.88K +59 +19%
FCMT
128
Founders Capital Management (Texas)
Texas
$14K – – –
FANJ
129
Financial Architects (New Jersey)
New Jersey
$13K +$13K +260 New
CMBA
130
C.M. Bidwell & Associates
Hawaii
$10K -$20K -420 -67%
AIA
131
Armor Investment Advisors
North Carolina
$10K – – –
CCA
132
Clearwater Capital Advisors
Illinois
$10K +$10K +207 New
ML
133
McAdam LLC
Pennsylvania
$8K +$8K +161 New
VFA
134
Valeo Financial Advisors
Indiana
$7K – – –
TI
135
Truepoint Inc
Ohio
$5.76K -$105K -5,199 -95%
Manulife (Manufacturers Life Insurance)
136
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K -$6.35K -127 -56%
AWM
137
Avior Wealth Management
Nebraska
$5K – – –
BFEC
138
Benjamin F. Edwards & Company
Missouri
$2K – – –
WAM
139
Wealthspire Advisors (Maryland)
Maryland
$2K – – –
MA
140
MCF Advisors
Kentucky
$1K -$53.6K -1,018 -98%
BFC
141
Bedel Financial Consulting
Indiana
$1K +$1K +14 New
VF
142
Virtu Financial
New York
– -$5.58M -111,996 Closed
BCM
143
Bluefin Capital Management
New York
– -$4.57M -91,675 Closed
BCI
144
Brinker Capital Investments
Pennsylvania
– -$1.69M -33,946 Closed
MHS
145
M Holdings Securities
Oregon
– -$510K -10,236 Closed
I
146
INVST
Indiana
– -$304K -6,098 Closed
HCM
147
Horan Capital Management
Maryland
– -$272K -5,478 Closed
PCM
148
Parsons Capital Management
Rhode Island
– -$215K -4,318 Closed
AWE
149
Avidian Wealth Enterprises
Texas
– -$209 -4,186 Closed
LNC
150
Lincoln National Corp
Pennsylvania
– -$205K -4,109 Closed
3 4 5
6
7