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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

149 hedge funds and large institutions have $1.23B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+8
Holders Change %
+5.67%
% of All Funds
3.42%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
24
Increased
65
Reduced
37
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$464M
2
RJA
Raymond James & Associates
Florida
$139M
3
Bank of America
Bank of America
North Carolina
$66.3M
4
DWM
Destination Wealth Management
California
$16.4M
5
Morgan Stanley
Morgan Stanley
New York
$52.9M

Top Sellers

1
WI
WBI Investments
New Jersey
$0
2
PWPCM
Perella Weinberg Partners Capital Management
New York
$0
3
LPL Financial
LPL Financial
California
$16.6M
4
CCM
Coldstream Capital Management
Washington
$0
5
SPC
Sigma Planning Corp
Michigan
$4.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
126
Ironwood Financial
Arizona
$39K -$6.79K -137 -15%
RWP
127
RWA Wealth Partners
Massachusetts
$38K – – –
VIA
128
Vantage Investment Advisors
Pennsylvania
$31K +$31K +633 New
BWL
129
Bogart Wealth LLC
Virginia
$30K – – –
GTAM
130
Global Trust Asset Management
Florida
$29K – – –
CFG
131
CKW Financial Group
Hawaii
$27K – – –
BWM
132
BerganKDV Wealth Management
Minnesota
$26K +$26K +529 New
AIM
133
Arcadia Investment Management
Michigan
$25K – – –
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$24K +$24K +498 New
FCMT
135
Founders Capital Management (Texas)
Texas
$19K +$5K +100 +36%
AA
136
AlphaMark Advisors
Kentucky
$18K – – –
PA
137
Parallel Advisors
California
$18K +$703 +15 +4%
QCIG
138
Quad-Cities Investment Group
Iowa
$17K +$17K +340 New
FANJ
139
Financial Architects (New Jersey)
New Jersey
$14K +$1.27K +26 +10%
AIA
140
Armor Investment Advisors
North Carolina
$12K +$2.03K +40 +20%
CMBA
141
C.M. Bidwell & Associates
Hawaii
$10K – – –
BFC
142
Bedel Financial Consulting
Indiana
$9K +$8.28K +161 +1,150%
TC
143
Trilogy Capital
California
$9K +$9K +176 New
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K – – –
AWM
145
Avior Wealth Management
Nebraska
$5K +$49 +1 +1%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$5K +$5K +108 New
BFEC
147
Benjamin F. Edwards & Company
Missouri
$2K – – –
WAM
148
Wealthspire Advisors (Maryland)
Maryland
$2K – – –
MA
149
MCF Advisors
Kentucky
$1K – – –
WI
150
WBI Investments
New Jersey
– -$12.7M -257,542 Closed
3 4 5
6
7