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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

194 hedge funds and large institutions have $1.46B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+17
Holders Change %
+9.6%
% of All Funds
4.21%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.28%
New
32
Increased
79
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$213M
2
Bank of America
2
Bank of America
North Carolina
$125M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$71.3M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$19.2M
5
DWA
5
Divergent Wealth Advisors
Utah
$30.7M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$256M
2
AI
2
Atria Investments
North Carolina
$0
3
LPT
3
Legacy Private Trust
Wisconsin
$28.2M
4
DCM
4
Disciplina Capital Management
Tennessee
$3.81M
5
W
5
Wealthquest
Ohio
$714K
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
126
Ashton Thomas Private Wealth
Arizona
$280K +$280K +5,614 New
OCM
127
Osterweis Capital Management
California
$268K -$263K – –
BF
128
BOK Financial
Oklahoma
$259K – – –
DWT
129
Dorsey & Whitney Trust
South Dakota
$249K +$249K +5,000 New
ST
130
Spinnaker Trust
Maine
$247K -$712K -14,345 -74%
AFP
131
Ausdal Financial Partners
Iowa
$247K +$1.2K +24 +0.5%
SWP
132
Stratos Wealth Partners
Ohio
$245K -$12.8K -257 -5%
MA
133
Mutual Advisors
Nebraska
$245K +$245K +4,921 New
BFM
134
Broadview Financial Management
Wisconsin
$237K +$26.4K +530 +13%
HIS
135
Harvest Investment Services
Illinois
$235K -$43.8K -885 -16%
HFS
136
HL Financial Services
Kentucky
$227K – – –
SQA
137
Simon Quick Advisors
New Jersey
$226K +$226K +4,534 New
NB
138
Northwest Bancshares
Pennsylvania
$224K – – –
BAM
139
Baldrige Asset Management
Pennsylvania
$223K +$223K +4,463 New
OC
140
Oppenheimer & Co
New York
$220K +$220K +4,403 New
EIA
141
Eldridge Investment Advisors
New Hampshire
$214K – – –
CAM
142
Cresset Asset Management
Illinois
$211K +$113K +2,276 +116%
FCA
143
FLC Capital Advisors
California
$201K +$201K +4,032 New
KWMG
144
King Wealth Management Group
Florida
$201K +$201K +4,034 New
CAC
145
Certified Advisory Corp
Florida
$195K +$116K +2,317 +146%
BlackRock
146
BlackRock
New York
$152K -$246K -4,942 -62%
GWM
147
Geneos Wealth Management
Colorado
$151K – – –
APA
148
American Portfolios Advisors
New York
$132K – – –
US Bancorp
149
US Bancorp
Minnesota
$126K -$253K -5,043 -67%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$121K – – –
4 5
6
7 8