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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 %
ST
151
Spinnaker Trust
Maine
$250K – – –
BFM
152
Broadview Financial Management
Wisconsin
$244K +$1.67K +33 +0.7%
DWT
153
Dorsey & Whitney Trust
South Dakota
$237K +$3.68K +73 +2%
MAA
154
Matrix Asset Advisors
New York
$237K +$237K +4,699 New
CRWM
155
Castle Rock Wealth Management
California
$229K +$229K +4,550 New
NL
156
NWAM LLC
Washington
$221K +$221K +4,384 New
NB
157
Northwest Bancshares
Pennsylvania
$210K -$7.06K -140 -3%
FCA
158
FLC Capital Advisors
California
$204K – – –
FHC
159
First Heartland Consultants
Missouri
$204K +$756 +15 +0.4%
OIA
160
Optimum Investment Advisors
Illinois
$194K +$194K +3,850 New
GWM
161
Geneos Wealth Management
Colorado
$153K – – –
IA
162
IFP Advisors
Florida
$148K +$148K +2,925 New
APA
163
American Portfolios Advisors
New York
$133K – – –
PA
164
Parallel Advisors
California
$133K +$47.6K +946 +56%
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$123K – – –
Fidelity Investments
166
Fidelity Investments
Massachusetts
$114K +$87.5K +1,732 +331%
PCG
167
Private Capital Group
Connecticut
$113K +$51.2K +1,014 +83%
US Bancorp
168
US Bancorp
Minnesota
$106K +$23.7K +470 +29%
Deutsche Bank
169
Deutsche Bank
Germany
$104K +$104K +2,071 New
BAM
170
Barrett Asset Management
New York
$96K – – –
SSW
171
Smith Shellnut Wilson
Mississippi
$89K +$254 +5 +0.3%
VFA
172
Valeo Financial Advisors
Indiana
$78K +$507 +10 +0.7%
OC
173
Oakworth Capital
Alabama
$75K – – –
EK
174
Evensky & Katz
Florida
$72K +$21.5K +425 +42%
KWA
175
KCS Wealth Advisory
California
$71.9K +$71.9K +1,425 New
5 6
7
8 9