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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

252 hedge funds and large institutions have $2.23B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 88 increasing their positions, 92 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+8
Holders Change %
+3.28%
% of All Funds
5.57%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
39
Increased
88
Reduced
92
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$169M
2
Ameriprise
Ameriprise
Minnesota
$107M
3
ST
Spinnaker Trust
Maine
$57.8M
4
Jane Street
Jane Street
New York
$22.8M
5
RJA
Raymond James & Associates
Florida
$767M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.27M
3
DWA
Divergent Wealth Advisors
Utah
$7.83M
4
Wells Fargo
Wells Fargo
California
$18.3M
5
LF
Lee Financial
Texas
$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
151
CMC Financial Group
Georgia
$340K -$21K -416 -6%
HA
152
HC Advisors
Georgia
$340K +$340K +6,734 New
VC
153
Vicus Capital
Pennsylvania
$332K +$1.01K +20 +0.3%
OWM
154
Orgel Wealth Management
Wisconsin
$324K -$7.87M -156,033 -96%
OCM
155
Osterweis Capital Management
California
$316K -$316K – –
BWA
156
BDO Wealth Advisors
Florida
$297K +$282K +5,586 +1,862%
BFA
157
Beaumont Financial Advisors
Massachusetts
$293K – – –
FMII
158
Farmers & Merchants Investments Inc
Nebraska
$285K +$24K +475 +9%
MWM
159
Mission Wealth Management
California
$284K -$64.7K -1,282 -19%
JWCA
160
J.W. Cole Advisors
Florida
$280K -$2.23M -44,255 -89%
CRWM
161
Castle Rock Wealth Management
California
$278K +$40.8K +800 +17%
BFA
162
Beacon Financial Advisory
Ohio
$271K -$44.8K -889 -14%
BS
163
Banco Santander
Spain
$265K +$265K +5,241 New
BF
164
BOK Financial
Oklahoma
$263K – – –
PAS
165
Park Avenue Securities
New York
$259K -$156K -3,081 -38%
CCFM
166
Clear Creek Financial Management
Washington
$252K +$252K +4,946 New
Betterment LLC
167
Betterment LLC
New York
$250K +$250K +4,955 New
CIR
168
Clear Investment Research
Georgia
$247K -$7.92K -157 -3%
SAM
169
Summit Asset Management
Tennessee
$244K -$38.1K -756 -14%
CTC
170
Central Trust Company
Missouri
$243K -$99.8K -1,974 -29%
ATWA
171
Arbor Trust Wealth Advisors
Michigan
$243K +$243K +4,810 New
KWMG
172
King Wealth Management Group
Florida
$236K -$13.5K -268 -5%
TCM
173
Traynor Capital Management
Pennsylvania
$232K +$6.45K +128 +3%
LNC
174
Lincoln National Corp
Pennsylvania
$232K +$232K +4,607 New
TCM
175
TD Capital Management
Tennessee
$230K +$857 +17 +0.4%
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7
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