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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

271 hedge funds and large institutions have $2.7B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 124 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+11
Holders Change %
+4.23%
% of All Funds
5.48%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.49%
New
31
Increased
124
Reduced
73
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
Acorns Advisers
California
$182M
2
Ameriprise
Ameriprise
Minnesota
$275M
3
UBS Group
UBS Group
Switzerland
$101M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$41.6M
5
RJA
Raymond James & Associates
Florida
$707M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$63.9M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
BlackRock
BlackRock
New York
$2.5M
4
DWA
Divergent Wealth Advisors
Utah
$17.4M
5
TPWA
TRUE Private Wealth Advisors
Oregon
$495K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
176
Aveo Capital Partners
Colorado
$359K +$359K +6,962 New
IA
177
IFP Advisors
Florida
$351K +$107K +2,056 +44%
OWM
178
Orgel Wealth Management
Wisconsin
$331K – – –
CHP
179
Cable Hill Partners
Oregon
$327K +$327K +6,350 New
OCM
180
Osterweis Capital Management
California
$323K -$322K – –
TCM
181
Tradewinds Capital Management
Washington
$316K -$30K -581 -9%
VAS
182
Vestmark Advisory Solutions
Massachusetts
$311K +$311K +6,039 New
BWA
183
BDO Wealth Advisors
Florida
$304K +$155 +3 +0.1%
BFA
184
Beaumont Financial Advisors
Massachusetts
$299K – – –
MCA
185
Magnolia Capital Advisors
Mississippi
$298K +$84.8K +1,643 +40%
CPIA
186
Cornell Pochily Investment Advisors
New York
$288K +$155 +3 +0.1%
TCM
187
Traynor Capital Management
Pennsylvania
$272K +$25.7K +500 +10%
BF
188
BOK Financial
Oklahoma
$268K – – –
BAM
189
Barrett Asset Management
New York
$267K +$169K +3,275 +171%
MCM
190
Mattern Capital Management
Colorado
$262K – – –
PAS
191
Park Avenue Securities
New York
$261K +$4.53K +88 +2%
OCM
192
Oakwood Capital Management
California
$257K +$26.3K +510 +11%
ATWA
193
Arbor Trust Wealth Advisors
Michigan
$248K – – –
FA
194
Faithward Advisors
Pennsylvania
$240K +$18.8K +365 +9%
LNC
195
Lincoln National Corp
Pennsylvania
$238K +$103 +2 +0%
KWMG
196
King Wealth Management Group
Florida
$235K -$5.56K -108 -2%
WA
197
WESPAC Advisors
California
$234K -$61.5K -1,191 -21%
Creative Planning
198
Creative Planning
Kansas
$232K -$221K -4,286 -49%
BFM
199
Broadview Financial Management
Wisconsin
$231K +$7.18K +139 +3%
LRPA
200
L. Roy Papp & Associates
Arizona
$230K – – –
6 7
8
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