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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

244 hedge funds and large institutions have $2.24B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 102 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+39
Holders Change %
+19.02%
% of All Funds
4.82%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.36%
New
63
Increased
102
Reduced
50
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
$745M
2
ST
Spinnaker Trust
Maine
$24.2M
3
CIP
Capital Insight Partners
Arizona
$23.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$70.3M
5
DWA
Divergent Wealth Advisors
Utah
$43.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$45.8M
2
WAM
Wealthspire Advisors (Maryland)
Maryland
$5.41M
3
SMM
Stadion Money Management
Georgia
$45.3M
4
Ameriprise
Ameriprise
Minnesota
$35.8M
5
OMC
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
126
CIBC World Market
Ontario, Canada
$704K – – –
SFS
127
Sowell Financial Services
Arkansas
$682K -$3.57M -70,959 -84%
WC
128
Whitney & Co
New York
$668K -$568K -11,267 -46%
WTB
129
Washington Trust Bank
Washington
$661K -$11.9K -237 -2%
HB
130
Homrich & Berg
Georgia
$660K – – –
JPG
131
Jordan Park Group
California
$655K +$655K +13,000 New
GPWA
132
Great Point Wealth Advisors
Massachusetts
$654K +$26.3K +522 +4%
MI
133
Moneywise Inc
Virginia
$610K +$60.4K +1,196 +11%
FHC
134
First Heartland Consultants
Missouri
$603K +$399K +7,924 +196%
LFPWM
135
Leicht Financial Planning & Wealth Management
New Jersey
$593K -$485K -9,620 -45%
OIA
136
Optimum Investment Advisors
Illinois
$537K +$343K +6,800 +177%
SC
137
Scotia Capital
Ontario, Canada
$459K +$50.3K +999 +12%
SIC
138
Samalin Investment Counsel
New York
$455K +$455K +9,043 New
ACP
139
Aveo Capital Partners
Colorado
$432K +$15.4K +305 +4%
PAS
140
Park Avenue Securities
New York
$414K -$5.9K -117 -1%
SWP
141
Stratos Wealth Partners
Ohio
$414K +$75.1K +1,492 +22%
APSP
142
Asset Planning Services (Pennsylvania)
Pennsylvania
$405K +$51 +1 +0%
WFM
143
Wolff Financial Management
Michigan
$403K +$140K +2,785 +53%
SFSG
144
Sound Financial Strategies Group
Mississippi
$401K +$401K +7,958 New
DP
145
Denver PWM
Colorado
$393K +$112K +2,225 +40%
IAA
146
Independent Advisor Alliance
North Carolina
$392K +$392K +7,768 New
QCIG
147
Quad-Cities Investment Group
Iowa
$380K +$65.2K +1,291 +21%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$376K +$376K +7,462 New
EWA
149
EP Wealth Advisors
California
$374K -$3.03K -60 -0.8%
SCA
150
Snowden Capital Advisors
New York
$363K – – –
4 5
6
7 8