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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

205 hedge funds and large institutions have $1.6B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+2
Holders Change %
+0.99%
% of All Funds
4.5%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.31%
New
27
Increased
98
Reduced
51
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$55.4M
2
RJA
Raymond James & Associates
Florida
$235M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.5M
4
WWM
Windsor Wealth Management
Indiana
$7.1M
5
ONST
Old North State Trust
North Carolina
$13.6M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$180M
2
Bank of America
Bank of America
North Carolina
$112M
3
Ameriprise
Ameriprise
Minnesota
$41.3M
4
DWA
Divergent Wealth Advisors
Utah
$31.9M
5
BCA
Berman Capital Advisors
Georgia
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
176
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.2K – – –
GRP
177
Global Retirement Partners
California
$63K -$5.09K -100 -7%
TFGT
178
TS Financial Group (TSFG)
Illinois
$61K – – –
GSWM
179
Golden State Wealth Management
California
$58K +$152 +3 +0.3%
BWL
180
Bogart Wealth LLC
Virginia
$56K – – –
ADL
181
Asset Dedication LLC
California
$48K -$221K -4,306 -82%
EIP
182
Ellis Investment Partners
Pennsylvania
$48K -$20.2K -406 -30%
MA
183
MCF Advisors
Kentucky
$45K -$2.49K -49 -5%
FHA
184
Flagship Harbor Advisors
Massachusetts
$33K – – –
GTAM
185
Global Trust Asset Management
Florida
$30K – – –
TCM
186
TD Capital Management
Tennessee
$30K +$30K +597 New
EW
187
Evoke Wealth
California
$26.2K +$26.2K +518 New
MAU
188
MRA Associates USA
Arizona
$24.7K +$24.7K +489 New
RIA
189
Realta Investment Advisors
Delaware
$24K – – –
AIC
190
Archer Investment Corporation
Indiana
$24K – – –
AIC
191
Ameritas Investment Company
Nebraska
$24K +$24K +483 New
IF
192
Ironwood Financial
Arizona
$22K +$1.54K +30 +8%
LFG
193
Larson Financial Group
Missouri
$21K +$6.21K +121 +42%
CAN
194
Claraphi Advisory Network
United States
$20K +$20K +393 New
FCMT
195
Founders Capital Management (Texas)
Texas
$19K – – –
TCOV
196
Trust Company of Vermont
Vermont
$18K – – –
SFA
197
Stewardship Financial Advisors
Georgia
$17K +$98 +2 +0.6%
BWA
198
BDO Wealth Advisors
Florida
$15K – – –
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$6K +$2.04K +37 +51%
AWM
200
Avior Wealth Management
Nebraska
$5K – – –
6 7
8
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