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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

252 hedge funds and large institutions have $2.23B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 88 increasing their positions, 92 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+8
Holders Change %
+3.28%
% of All Funds
5.57%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.44%
New
39
Increased
88
Reduced
92
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$169M
2
Ameriprise
Ameriprise
Minnesota
$107M
3
ST
Spinnaker Trust
Maine
$57.8M
4
Jane Street
Jane Street
New York
$22.8M
5
RJA
Raymond James & Associates
Florida
$767M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$8.27M
3
DWA
Divergent Wealth Advisors
Utah
$7.83M
4
Wells Fargo
Wells Fargo
California
$18.3M
5
LF
Lee Financial
Texas
$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIA
176
Cornell Pochily Investment Advisors
New York
$226K -$49.2K -973 -18%
RMDI
177
R.M. Davis Inc
Maine
$221K +$221K +4,370 New
CWS
178
Cypress Wealth Services
California
$218K -$54.4K -1,079 -20%
AFP
179
Ausdal Financial Partners
Iowa
$215K +$1.38K +27 +0.6%
FA
180
Faithward Advisors
Pennsylvania
$213K +$213K +4,215 New
BFPW
181
BOK Financial Private Wealth
Colorado
$208K -$9.38K -186 -4%
ECG
182
EPIQ Capital Group
California
$208K +$860 +17 +0.4%
IA
183
IFP Advisors
Florida
$208K +$15.3K +305 +8%
AAS
184
Avantax Advisory Services
Texas
$207K -$4.34K -86 -2%
DI
185
Disciplined Investments
Oklahoma
$189K -$605 -12 -0.3%
GWM
186
Geneos Wealth Management
Colorado
$152K – – –
APA
187
American Portfolios Advisors
New York
$133K – – –
PA
188
Parallel Advisors
California
$133K +$100 +2 +0.1%
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$123K +$123K +2,431 New
HS
190
Horan Securities
United States
$121K -$199K -3,942 -62%
US Bancorp
191
US Bancorp
Minnesota
$111K – – –
AIC
192
Ameritas Investment Company
Nebraska
$108K +$86.1K +1,722 +392%
BAM
193
Barrett Asset Management
New York
$96K – – –
SSW
194
Smith Shellnut Wilson
Mississippi
$89K +$151 +3 +0.2%
CFGS
195
Concourse Financial Group Securities
Alabama
$85K -$27.6K -546 -25%
SF
196
Synovus Financial
Georgia
$85K +$85K +1,679 New
PCG
197
Private Capital Group
Connecticut
$83K – – –
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$78K +$78K +1,536 New
OC
199
Oakworth Capital
Alabama
$75K – – –
SSWG
200
Seven Springs Wealth Group
Tennessee
$72K -$761 -15 -1%
6 7
8
9 10