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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

203 hedge funds and large institutions have $1.64B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 93 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+9
Holders Change %
+4.64%
% of All Funds
4.42%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
29
Increased
93
Reduced
49
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$62.5M
2
CSIA
2
Charles Schwab Investment Advisory
California
$276M
3
EA
3
Evergreen Advisors
Tennessee
$17.5M
4
UBS Group
4
UBS Group
Switzerland
$52.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$32.4M

Top Sellers

1
AEPG
1
American Economic Planning Group
New Jersey
$1.65M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$10.3M
3
LPT
3
Legacy Private Trust
Wisconsin
$10.8M
4
CBB
4
Citizens Business Bank
California
$3.9M
5
NIA
5
Northstar Investment Advisors
Colorado
$3.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
ML
151
McAdam LLC
Pennsylvania
$216K +$216K +4,285 New
WFM
152
Wolff Financial Management
Michigan
$212K +$212K +4,212 New
FHC
153
First Heartland Consultants
Missouri
$203K +$203K +4,032 New
FCA
154
FLC Capital Advisors
California
$202K – – –
BFIC
155
Bedell Frazier Investment Counselling
California
$200K +$200K +3,976 New
CAC
156
Certified Advisory Corp
Florida
$198K +$1.21K +24 +0.6%
BFEC
157
Benjamin F. Edwards & Company
Missouri
$194K +$194K +3,845 New
GWM
158
Geneos Wealth Management
Colorado
$153K – – –
APA
159
American Portfolios Advisors
New York
$133K – – –
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$123K – – –
BAM
161
Barrett Asset Management
New York
$96K – – –
SSW
162
Smith Shellnut Wilson
Mississippi
$88K +$88K +1,750 New
PA
163
Parallel Advisors
California
$86K +$54.6K +1,077 +174%
US Bancorp
164
US Bancorp
Minnesota
$82K -$44.2K -880 -35%
VFA
165
Valeo Financial Advisors
Indiana
$77K -$5.04K -100 -6%
OC
166
Oakworth Capital
Alabama
$75K – – –
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.1K – – –
EIP
168
Ellis Investment Partners
Pennsylvania
$68K +$68K +1,369 New
GRP
169
Global Retirement Partners
California
$67K +$5.86K +117 +10%
TFGT
170
TS Financial Group (TSFG)
Illinois
$61K – – –
PCG
171
Private Capital Group
Connecticut
$60K -$24.2K -494 -29%
GSWM
172
Golden State Wealth Management
California
$57K +$100 +2 +0.2%
BWL
173
Bogart Wealth LLC
Virginia
$55K +$9.95K +200 +22%
EK
174
Evensky & Katz
Florida
$50K -$24.4K -488 -33%
MA
175
MCF Advisors
Kentucky
$47K -$8.82K -175 -16%
5 6
7
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