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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

194 hedge funds and large institutions have $1.46B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+17
Holders Change %
+9.6%
% of All Funds
4.21%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.28%
New
32
Increased
79
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$213M
2
Bank of America
2
Bank of America
North Carolina
$125M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$71.3M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$19.2M
5
DWA
5
Divergent Wealth Advisors
Utah
$30.7M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$256M
2
AI
2
Atria Investments
North Carolina
$0
3
LPT
3
Legacy Private Trust
Wisconsin
$28.2M
4
DCM
4
Disciplina Capital Management
Tennessee
$3.81M
5
W
5
Wealthquest
Ohio
$714K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
176
Trust Company of Vermont
Vermont
$18K – – –
SFA
177
Stewardship Financial Advisors
Georgia
$17K -$2.54K -51 -13%
BWA
178
BDO Wealth Advisors
Florida
$15K -$1K -20 -6%
NCM
179
Next Capital Management
New York
$15K +$15K +300 New
PCA
180
Peddock Capital Advisors
Massachusetts
$14K +$2.53K +516 +22%
LFG
181
Larson Financial Group
Missouri
$13K -$12K -243 -48%
AWM
182
Avior Wealth Management
Nebraska
$5K – – –
IA
183
IFP Advisors
Florida
$4K -$176K -3,251 -98%
BWM
184
BerganKDV Wealth Management
Minnesota
$4K – – –
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$3K -$67.5K -1,328 -96%
SWM
186
SeaCrest Wealth Management
New York
$3K +$3K +54 New
PFGIA
187
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3K +60 New
FANJ
188
Financial Architects (New Jersey)
New Jersey
$2K -$125 -3 -6%
GWMIA
189
Global Wealth Management Investment Advisory
Florida
$2K – – –
FRA
190
Front Row Advisors
California
$2K +$2K +50 New
BFC
191
Bedel Financial Consulting
Indiana
$1K – – –
RIA
192
Realta Investment Advisors
Delaware
$1K +$1K +20 New
AI
193
Atria Investments
North Carolina
– -$28.6M -583,711 Closed
TPW
194
Tiller Private Wealth
Pennsylvania
– -$5.27M -107,335 Closed
ACM
195
Arlington Capital Management
Illinois
– -$3.54M -72,184 Closed
EWA
196
EP Wealth Advisors
California
– -$594K -12,116 Closed
SBH
197
Segall Bryant & Hamill
Illinois
– -$473K -9,646 Closed
SHIM
198
Stone House Investment Management
Pennsylvania
– -$271K -5,522 Closed
PFA
199
Pinnacle Family Advisors
Missouri
– -$265K -5,411 Closed
DBRC
200
D.B. Root & Company
Pennsylvania
– -$230K -4,686 Closed
5 6 7
8
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