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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

157 hedge funds and large institutions have $1.3B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
21
Increased
70
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$81.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$66.2M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$36.8M
4
DWA
4
Divergent Wealth Advisors
Utah
$37.7M
5
RJA
5
Raymond James & Associates
Florida
$147M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$446M
2
NIA
2
Northstar Investment Advisors
Colorado
$4.44M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$928K
4
LPL Financial
4
LPL Financial
California
$13.7M
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
126
Fidelity Investments
Massachusetts
$64K +$64K +1,313 New
OIA
127
OneDigital Investment Advisors
Kansas
$59K +$10.2K +210 +21%
KF
128
Krilogy Financial
Missouri
$56K +$56K +1,145 New
CFG
129
Citizens Financial Group
Rhode Island
$53K +$53K +1,081 New
Citigroup
130
Citigroup
New York
$47K -$879 -18 -2%
FHA
131
Flagship Harbor Advisors
Massachusetts
$47K – – –
BWA
132
BDO Wealth Advisors
Florida
$46K -$33.8K -693 -42%
BWL
133
Bogart Wealth LLC
Virginia
$31K – – –
VIA
134
Vantage Investment Advisors
Pennsylvania
$29K -$1.54K -32 -5%
GTAM
135
Global Trust Asset Management
Florida
$29K – – –
QCIG
136
Quad-Cities Investment Group
Iowa
$28K +$11.6K +240 +71%
CFG
137
CKW Financial Group
Hawaii
$27K – – –
PA
138
Parallel Advisors
California
$26K +$7.34K +151 +39%
AIM
139
Arcadia Investment Management
Michigan
$25K – – –
FCMT
140
Founders Capital Management (Texas)
Texas
$19K – – –
SFA
141
Stewardship Financial Advisors
Georgia
$19K +$19K +390 New
IF
142
Ironwood Financial
Arizona
$17K -$21.4K -439 -56%
CFGS
143
Concourse Financial Group Securities
Alabama
$17K +$17K +353 New
SWP
144
Stratos Wealth Partners
Ohio
$14K +$14K +293 New
FANJ
145
Financial Architects (New Jersey)
New Jersey
$13K -$569 -12 -4%
MA
146
MCF Advisors
Kentucky
$10K +$9.11K +195 +1,026%
CI
147
CX Institutional
Indiana
$9K +$9K +192 New
VFA
148
Valeo Financial Advisors
Indiana
$7K -$77K -1,629 -92%
CFA
149
Camarda Financial Advisors
Florida
$6K +$6K +120 New
WF
150
WealthTrust Fairport
Ohio
$6K +$6K +127 New
3 4 5
6
7