ISTB icon

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 %
CFG
151
CMC Financial Group
Georgia
$360K +$360K +7,150 New
MWM
152
Mission Wealth Management
California
$348K -$140K -2,775 -29%
CTC
153
Central Trust Company
Missouri
$342K +$342K +6,780 New
VC
154
Vicus Capital
Pennsylvania
$330K -$4.08K -81 -1%
HS
155
Horan Securities
United States
$319K -$4.63K -92 -1%
OCM
156
Osterweis Capital Management
California
$316K -$316K – –
BFA
157
Beacon Financial Advisory
Ohio
$316K +$316K +6,271 New
BFA
158
Beaumont Financial Advisors
Massachusetts
$292K – – –
SAM
159
Summit Asset Management
Tennessee
$282K +$282K +5,596 New
CPIA
160
Cornell Pochily Investment Advisors
New York
$274K -$16.9K -336 -6%
CWS
161
Cypress Wealth Services
California
$272K -$1.7M -33,780 -86%
MSAM
162
Moloney Securities Asset Management
Missouri
$265K -$16.4K -326 -6%
BF
163
BOK Financial
Oklahoma
$262K – – –
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$262K +$262K +5,195 New
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$260K – – –
CIR
166
Clear Investment Research
Georgia
$255K -$117K -2,309 -31%
PIM
167
Provident Investment Management
Michigan
$255K – – –
KWMG
168
King Wealth Management Group
Florida
$249K -$7.31K -145 -3%
BFM
169
Broadview Financial Management
Wisconsin
$245K +$1.16K +23 +0.5%
ATPW
170
Ashton Thomas Private Wealth
Arizona
$244K -$19K -376 -7%
DWT
171
Dorsey & Whitney Trust
South Dakota
$237K – – –
CRWM
172
Castle Rock Wealth Management
California
$236K +$5.08K +100 +2%
TCM
173
TD Capital Management
Tennessee
$229K +$199K +3,949 +661%
TCM
174
Traynor Capital Management
Pennsylvania
$225K +$225K +4,479 New
SAM
175
Strategy Asset Managers
California
$219K +$219K +4,340 New
5 6
7
8 9