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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

205 hedge funds and large institutions have $1.6B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+2
Holders Change %
+0.99%
% of All Funds
4.5%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.31%
New
27
Increased
98
Reduced
51
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$55.4M
2
RJA
Raymond James & Associates
Florida
$235M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.5M
4
WWM
Windsor Wealth Management
Indiana
$7.1M
5
ONST
Old North State Trust
North Carolina
$13.6M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$180M
2
Bank of America
Bank of America
North Carolina
$112M
3
Ameriprise
Ameriprise
Minnesota
$41.3M
4
DWA
Divergent Wealth Advisors
Utah
$31.9M
5
BCA
Berman Capital Advisors
Georgia
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
126
Quest Capital Management
Texas
$377K +$377K +7,470 New
CIR
127
Clear Investment Research
Georgia
$372K -$34.3K -679 -8%
SCA
128
Snowden Capital Advisors
New York
$364K – – –
HCM
129
Horan Capital Management
Maryland
$361K +$55.2K +1,095 +18%
SWP
130
Stratos Wealth Partners
Ohio
$340K +$50.3K +995 +17%
VC
131
Vicus Capital
Pennsylvania
$335K +$1.56K +31 +0.5%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$334K +$46.6K +924 +16%
Creative Planning
133
Creative Planning
Kansas
$331K +$331K +6,547 New
HS
134
Horan Securities
United States
$324K -$3.33K -66 -1%
OCM
135
Osterweis Capital Management
California
$316K -$316K – –
QCIG
136
Quad-Cities Investment Group
Iowa
$314K +$71.2K +1,412 +29%
MA
137
Mutual Advisors
Nebraska
$300K -$42.9K -848 -13%
BFA
138
Beaumont Financial Advisors
Massachusetts
$293K -$50.2K -993 -15%
CPIA
139
Cornell Pochily Investment Advisors
New York
$292K -$58.9K -1,167 -17%
CFGS
140
Concourse Financial Group Securities
Alabama
$291K -$597K -11,816 -67%
MSAM
141
Moloney Securities Asset Management
Missouri
$282K -$41.1K -815 -13%
BW
142
Biegel & Waller
Maryland
$282K +$152 +3 +0.1%
DP
143
Denver PWM
Colorado
$280K +$23.8K +472 +9%
WFM
144
Wolff Financial Management
Michigan
$264K +$50.9K +1,007 +24%
ATPW
145
Ashton Thomas Private Wealth
Arizona
$263K -$20.1K -398 -7%
BF
146
BOK Financial
Oklahoma
$263K – – –
FMII
147
Farmers & Merchants Investments Inc
Nebraska
$261K – – –
KWMG
148
King Wealth Management Group
Florida
$257K -$7.78K -154 -3%
PIM
149
Provident Investment Management
Michigan
$256K +$1.26K +25 +0.5%
AFP
150
Ausdal Financial Partners
Iowa
$251K +$504 +10 +0.2%
4 5
6
7 8