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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

260 hedge funds and large institutions have $2.5B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 112 increasing their positions, 63 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+8
Holders Change %
+3.17%
% of All Funds
5.34%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.47%
New
40
Increased
112
Reduced
63
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$230M
2
BlackRock
BlackRock
New York
$60.1M
3
Citadel Advisors
Citadel Advisors
Florida
$62.5M
4
SP
Symmetry Partners
Connecticut
$34.5M
5
DWA
Divergent Wealth Advisors
Utah
$35.3M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$685M
2
Osaic Holdings
Osaic Holdings
Arizona
$41.2M
3
Jane Street
Jane Street
New York
$0
4
Morgan Stanley
Morgan Stanley
New York
$73.9M
5
BSAM
Blue Sky Asset Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
176
BOK Financial
Oklahoma
$268K – – –
Betterment LLC
177
Betterment LLC
New York
$264K +$9.3K +181 +4%
MCM
178
Mattern Capital Management
Colorado
$262K +$262K +5,084 New
PAS
179
Park Avenue Securities
New York
$257K -$7.53K -146 -3%
MWM
180
Mission Wealth Management
California
$250K -$39.3K -764 -14%
ATWA
181
Arbor Trust Wealth Advisors
Michigan
$248K – – –
TCM
182
Traynor Capital Management
Pennsylvania
$246K +$9.3K +181 +4%
IA
183
IFP Advisors
Florida
$244K +$29.1K +562 +14%
SAM
184
Summit Asset Management
Tennessee
$241K -$7.71K -150 -3%
KWMG
185
King Wealth Management Group
Florida
$241K – – –
LNC
186
Lincoln National Corp
Pennsylvania
$237K +$206 +4 +0.1%
MWM
187
Meridian Wealth Management
Kentucky
$235K +$235K +4,572 New
FAIM
188
Financial Advocates Investment Management
Washington
$231K +$231K +2,224 New
OCM
189
Oakwood Capital Management
California
$231K +$231K +4,479 New
LRPA
190
L. Roy Papp & Associates
Arizona
$229K +$229K +4,455 New
AFP
191
Ausdal Financial Partners
Iowa
$223K +$6.53K +127 +3%
BFM
192
Broadview Financial Management
Wisconsin
$223K +$223K +4,336 New
FA
193
Faithward Advisors
Pennsylvania
$221K +$3.61K +70 +2%
CA
194
Calton & Associates
Florida
$217K +$217K +4,209 New
ECG
195
EPIQ Capital Group
California
$213K +$1.29K +25 +0.6%
MCA
196
Magnolia Capital Advisors
Mississippi
$213K +$213K +4,129 New
AAS
197
Avantax Advisory Services
Texas
$212K +$1.29K +25 +0.6%
SG
198
StoneX Group
New York
$211K +$211K +4,108 New
WIA
199
World Investment Advisors
California
$207K +$207K +4,025 New
DI
200
Disciplined Investments
Oklahoma
$206K +$13K +253 +7%
6 7
8
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