ISTB icon

iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

203 hedge funds and large institutions have $1.64B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 93 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+9
Holders Change %
+4.64%
% of All Funds
4.42%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
29
Increased
93
Reduced
49
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$62.5M
2
CSIA
2
Charles Schwab Investment Advisory
California
$276M
3
EA
3
Evergreen Advisors
Tennessee
$17.5M
4
UBS Group
4
UBS Group
Switzerland
$52.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$32.4M

Top Sellers

1
AEPG
1
American Economic Planning Group
New Jersey
$1.65M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$10.3M
3
LPT
3
Legacy Private Trust
Wisconsin
$10.8M
4
CBB
4
Citizens Business Bank
California
$3.9M
5
NIA
5
Northstar Investment Advisors
Colorado
$3.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
176
Flagship Harbor Advisors
Massachusetts
$33K -$10K -200 -23%
GTAM
177
Global Trust Asset Management
Florida
$30K – – –
Fidelity Investments
178
Fidelity Investments
Massachusetts
$26K -$1.19K -24 -4%
AIC
179
Archer Investment Corporation
Indiana
$24K +$1.25K +25 +6%
RIA
180
Realta Investment Advisors
Delaware
$24K +$23K +460 +2,300%
IF
181
Ironwood Financial
Arizona
$20K -$1.2K -24 -6%
FCMT
182
Founders Capital Management (Texas)
Texas
$19K – – –
TCOV
183
Trust Company of Vermont
Vermont
$18K – – –
SFA
184
Stewardship Financial Advisors
Georgia
$17K +$99 +2 +0.6%
SFSG
185
Stearns Financial Services Group
North Carolina
$16K +$16K +322 New
BWA
186
BDO Wealth Advisors
Florida
$15K – – –
LFG
187
Larson Financial Group
Missouri
$15K +$1.3K +25 +10%
SWP
188
Strategic Wealth Partners
Ohio
$14K +$14K +280 New
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$12K +$12K +232 New
NCM
190
Next Capital Management
New York
$11K -$4.14K -82 -27%
BCI
191
Brinker Capital Investments
Pennsylvania
$9K +$9K +183 New
WAP
192
Wealthcare Advisory Partners
Pennsylvania
$8K +$8K +155 New
AWM
193
Avior Wealth Management
Nebraska
$5K +$95 +2 +2%
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$4K -$17.7K -319 -82%
BWM
195
BerganKDV Wealth Management
Minnesota
$4K – – –
PFGIA
196
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
FRA
198
Front Row Advisors
California
$3K – – –
AAP
199
Arax Advisory Partners
Colorado
$3K +$3K +65 New
GWMIA
200
Global Wealth Management Investment Advisory
Florida
$2K – – –
5 6 7
8
9