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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 %
WFM
151
Wolff Financial Management
Michigan
$472K +$71.6K +1,391 +18%
WP
152
WealthSource Partners
California
$463K -$181K -3,515 -28%
Creative Planning
153
Creative Planning
Kansas
$453K +$453K +8,793 New
CIA
154
Choate Investment Advisors
Massachusetts
$441K – – –
US Bancorp
155
US Bancorp
Minnesota
$439K +$326K +6,327 +287%
SFSG
156
Sound Financial Strategies Group
Mississippi
$428K +$5.1K +99 +1%
APSP
157
Asset Planning Services (Pennsylvania)
Pennsylvania
$412K – – –
Deutsche Bank
158
Deutsche Bank
Germany
$408K -$188K -3,651 -32%
SC
159
Scotia Capital
Ontario, Canada
$406K – – –
WC
160
Whitney & Co
New York
$384K -$90.8K -1,765 -19%
FPCM
161
Financial Partners Capital Management
New York
$382K +$27.3K +530 +8%
SCA
162
Snowden Capital Advisors
New York
$371K – – –
PIM
163
Provident Investment Management
Michigan
$367K – – –
BFA
164
Beacon Financial Advisory
Ohio
$365K +$88.1K +1,712 +32%
TCM
165
Tradewinds Capital Management
Washington
$345K +$345K +6,711 New
VC
166
Vicus Capital
Pennsylvania
$330K -$8.76K -170 -3%
OWM
167
Orgel Wealth Management
Wisconsin
$330K – – –
OCM
168
Osterweis Capital Management
California
$322K -$316K – –
RIM
169
Rockbridge Investment Management
New York
$309K +$309K +6,007 New
BWA
170
BDO Wealth Advisors
Florida
$303K +$206 +4 +0.1%
BFA
171
Beaumont Financial Advisors
Massachusetts
$298K – – –
WA
172
WESPAC Advisors
California
$295K +$295K +5,724 New
CPIA
173
Cornell Pochily Investment Advisors
New York
$287K +$56.9K +1,105 +25%
CRWM
174
Castle Rock Wealth Management
California
$281K – – –
CFD
175
Creative Financial Designs
Indiana
$269K +$269K +5,223 New
5 6
7
8 9