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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

271 hedge funds and large institutions have $2.7B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 124 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+11
Holders Change %
+4.23%
% of All Funds
5.48%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.49%
New
31
Increased
124
Reduced
73
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
Acorns Advisers
California
$182M
2
Ameriprise
Ameriprise
Minnesota
$275M
3
UBS Group
UBS Group
Switzerland
$101M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$41.6M
5
RJA
Raymond James & Associates
Florida
$707M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$63.9M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
BlackRock
BlackRock
New York
$2.5M
4
DWA
Divergent Wealth Advisors
Utah
$17.4M
5
TPWA
TRUE Private Wealth Advisors
Oregon
$495K
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
151
Denver PWM
Colorado
$658K +$12.2K +236 +2%
BFA
152
Beacon Financial Advisory
Ohio
$640K +$275K +5,328 +75%
AFAS
153
Acorn Financial Advisory Services
Virginia
$631K +$631K +12,250 New
HB
154
Homrich & Berg
Georgia
$608K -$27.6K -536 -4%
FHC
155
First Heartland Consultants
Missouri
$586K -$8.51K -165 -1%
RA
156
RFG Advisory
Alabama
$579K +$579K +11,230 New
QCIG
157
Quad-Cities Investment Group
Iowa
$538K +$48.3K +936 +10%
Deutsche Bank
158
Deutsche Bank
Germany
$535K +$126K +2,453 +31%
AAS
159
Avantax Advisory Services
Texas
$498K +$285K +5,536 +134%
TPWA
160
TRUE Private Wealth Advisors
Oregon
$495K -$13.3M -258,463 -96%
TAM
161
Tocqueville Asset Management
New York
$485K – – –
BOPW
162
Brandywine Oak Private Wealth
Pennsylvania
$475K -$68.6K -1,333 -13%
RMDI
163
R.M. Davis Inc
Maine
$471K +$471K +9,134 New
RIM
164
Rockbridge Investment Management
New York
$466K +$157K +3,039 +51%
CIA
165
Choate Investment Advisors
Massachusetts
$442K – – –
FA
166
Financial Advisors
Massachusetts
$437K -$261K -5,060 -37%
SFSG
167
Sound Financial Strategies Group
Mississippi
$418K -$10.6K -205 -2%
WFM
168
Wolff Financial Management
Michigan
$417K -$56.2K -1,090 -12%
APSP
169
Asset Planning Services (Pennsylvania)
Pennsylvania
$412K – – –
SC
170
Scotia Capital
Ontario, Canada
$407K +$412 +8 +0.1%
FPCM
171
Financial Partners Capital Management
New York
$388K +$5.88K +114 +2%
SFS
172
Sowell Financial Services
Arkansas
$379K -$229K -4,431 -38%
WC
173
Whitney & Co
New York
$377K -$7.74K -150 -2%
SCA
174
Snowden Capital Advisors
New York
$372K – – –
PIM
175
Provident Investment Management
Michigan
$368K -$258 -5 -0.1%
5 6
7
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