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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

260 hedge funds and large institutions have $2.5B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 112 increasing their positions, 63 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+8
Holders Change %
+3.17%
% of All Funds
5.34%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.47%
New
40
Increased
112
Reduced
63
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$230M
2
BlackRock
BlackRock
New York
$60.1M
3
Citadel Advisors
Citadel Advisors
Florida
$62.5M
4
SP
Symmetry Partners
Connecticut
$34.5M
5
DWA
Divergent Wealth Advisors
Utah
$35.3M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$685M
2
Osaic Holdings
Osaic Holdings
Arizona
$41.2M
3
Jane Street
Jane Street
New York
$0
4
Morgan Stanley
Morgan Stanley
New York
$73.9M
5
BSAM
Blue Sky Asset Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
126
Quest Capital Management
Texas
$992K -$240K -4,653 -19%
NCM
127
Northwest Capital Management
Oregon
$966K +$75.5K +1,466 +8%
OIA
128
OneDigital Investment Advisors
Kansas
$940K -$27K -524 -3%
EWA
129
Exencial Wealth Advisors
Oklahoma
$930K +$257 +5 +0%
MAA
130
Matrix Asset Advisors
New York
$888K +$96.8K +1,881 +12%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$888K +$115K +2,243 +15%
WCM
132
Whitener Capital Management
North Carolina
$881K – – –
CIBC World Market
133
CIBC World Market
Ontario, Canada
$862K -$24.2K -470 -3%
SFG
134
StrategIQ Financial Group
Indiana
$820K -$46.3K -900 -5%
MAWCM
135
Mine & Arao Wealth Creation & Management
California
$817K -$6.95K -135 -0.8%
CA
136
Cetera Advisors
Colorado
$731K +$19.7K +382 +3%
SFG
137
Sunburst Financial Group
Alabama
$710K +$49.4K +960 +7%
FA
138
Financial Advisors
Massachusetts
$697K +$697K +13,534 New
JPG
139
Jordan Park Group
California
$669K – – –
DAS
140
Dynamic Advisor Solutions
Arizona
$655K +$655K +12,730 New
DP
141
Denver PWM
Colorado
$644K +$514 +10 +0.1%
HB
142
Homrich & Berg
Georgia
$635K -$11.3K -219 -2%
OIA
143
Optimum Investment Advisors
Illinois
$620K +$72K +1,400 +13%
SFS
144
Sowell Financial Services
Arkansas
$606K +$56.6K +1,100 +10%
FTUS
145
Flow Traders U.S.
New York
$604K +$604K +11,736 New
FHC
146
First Heartland Consultants
Missouri
$594K -$23.1K -448 -4%
MI
147
Moneywise Inc
Virginia
$591K -$8.39K -163 -1%
BOPW
148
Brandywine Oak Private Wealth
Pennsylvania
$543K +$44K +855 +9%
QCIG
149
Quad-Cities Investment Group
Iowa
$489K +$30K +583 +7%
TAM
150
Tocqueville Asset Management
New York
$484K – – –
4 5
6
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