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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

244 hedge funds and large institutions have $2.24B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 102 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+39
Holders Change %
+19.02%
% of All Funds
4.82%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.36%
New
63
Increased
102
Reduced
50
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
$745M
2
ST
Spinnaker Trust
Maine
$24.2M
3
CIP
Capital Insight Partners
Arizona
$23.2M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$70.3M
5
DWA
Divergent Wealth Advisors
Utah
$43.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$45.8M
2
WAM
Wealthspire Advisors (Maryland)
Maryland
$5.41M
3
SMM
Stadion Money Management
Georgia
$45.3M
4
Ameriprise
Ameriprise
Minnesota
$35.8M
5
OMC
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
176
BOK Financial Private Wealth
Colorado
$217K +$217K +4,309 New
WS
177
Wedbush Securities
California
$215K +$215K +4,273 New
AFP
178
Ausdal Financial Partners
Iowa
$212K -$40K -790 -16%
AAS
179
Avantax Advisory Services
Texas
$211K +$211K +4,186 New
MCA
180
Magnolia Capital Advisors
Mississippi
$211K +$211K +4,203 New
ECG
181
EPIQ Capital Group
California
$206K +$206K +4,095 New
IA
182
IFP Advisors
Florida
$196K +$46.6K +913 +31%
DI
183
Disciplined Investments
Oklahoma
$189K +$189K +3,758 New
GTAM
184
Global Trust Asset Management
Florida
$187K +$157K +3,103 +517%
MPCG
185
Matrix Private Capital Group
New York
$154K +$154K +3,063 New
GWM
186
Geneos Wealth Management
Colorado
$153K – – –
APA
187
American Portfolios Advisors
New York
$133K – – –
PA
188
Parallel Advisors
California
$133K +$151 +3 +0.1%
Deutsche Bank
189
Deutsche Bank
Germany
$132K +$27.8K +553 +27%
CFGS
190
Concourse Financial Group Securities
Alabama
$112K -$178K -3,538 -61%
VFA
191
Valeo Financial Advisors
Indiana
$112K +$34.7K +692 +45%
US Bancorp
192
US Bancorp
Minnesota
$111K +$5.09K +101 +5%
BCA
193
Berman Capital Advisors
Georgia
$98K -$1.27M -25,448 -93%
BAM
194
Barrett Asset Management
New York
$96K – – –
FCM
195
Firestone Capital Management
Florida
$95K +$95K +1,890 New
Fidelity Investments
196
Fidelity Investments
Massachusetts
$89K -$25K -494 -22%
SSW
197
Smith Shellnut Wilson
Mississippi
$89K +$354 +7 +0.4%
PCG
198
Private Capital Group
Connecticut
$82K -$29.9K -598 -27%
SFA
199
Stewardship Financial Advisors
Georgia
$80K +$62.6K +1,246 +360%
OC
200
Oakworth Capital
Alabama
$75K – – –
6 7
8
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