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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

177 hedge funds and large institutions have $1.46B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+20
Holders Change %
+12.74%
% of All Funds
3.95%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.33%
New
39
Increased
64
Reduced
59
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$54.7M
2
LPT
2
Legacy Private Trust
Wisconsin
$36.1M
3
BA
3
BCM Advisors
Louisiana
$20.1M
4
WAM
4
Wealthspire Advisors (Maryland)
Maryland
$12.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$75.3M

Top Sellers

1
ST
1
Spinnaker Trust
Maine
$947K
2
CSIA
2
Charles Schwab Investment Advisory
California
$421M
3
DWA
3
Divergent Wealth Advisors
Utah
$15.3M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$146K
5
DWM
5
Destination Wealth Management
California
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
176
Clearstead Trust
Maine
$2K +$2K +40 New
BFC
177
Bedel Financial Consulting
Indiana
$1K – – –
Bank of New York Mellon
178
Bank of New York Mellon
New York
– -$2.35M -48,028 Closed
TI
179
Truepoint Inc
Ohio
– -$2.31M -47,146 Closed
DG
180
Delek Group
Israel
– -$1.29M -26,838 Closed
OMC
181
Old Mission Capital
Illinois
– -$777K -15,849 Closed
EDRIA
182
Edmonds Duncan Registered Investment Advisors
Kansas
– -$424K -8,655 Closed
PCIA
183
Prime Capital Investment Advisors
Kansas
– -$340K -6,945 Closed
MA
184
Mutual Advisors
Nebraska
– -$332K -6,783 Closed
OAM
185
Oak Asset Management
California
– -$296K -6,050 Closed
NEGWA
186
New England Guild Wealth Advisors
Connecticut
– -$279K -5,700 Closed
BAMG
187
Brand Asset Management Group
Missouri
– -$101K -2,062 Closed
ML
188
McAdam LLC
Pennsylvania
– -$86K -1,757 Closed
KF
189
Krilogy Financial
Missouri
– -$56K -1,145 Closed
CFG
190
Citizens Financial Group
Rhode Island
– -$53K -1,081 Closed
AIM
191
Arcadia Investment Management
Michigan
– -$25K -500 Closed
CI
192
CX Institutional
Indiana
– -$9K -192 Closed
WF
193
WealthTrust Fairport
Ohio
– -$6K -127 Closed
CFA
194
Camarda Financial Advisors
Florida
– -$6K -120 Closed
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
– -$5K -108 Closed
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