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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

203 hedge funds and large institutions have $1.64B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 93 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+9
Holders Change %
+4.64%
% of All Funds
4.42%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
29
Increased
93
Reduced
49
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$62.5M
2
CSIA
2
Charles Schwab Investment Advisory
California
$276M
3
EA
3
Evergreen Advisors
Tennessee
$17.5M
4
UBS Group
4
UBS Group
Switzerland
$52.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$32.4M

Top Sellers

1
AEPG
1
American Economic Planning Group
New Jersey
$1.65M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$10.3M
3
LPT
3
Legacy Private Trust
Wisconsin
$10.8M
4
CBB
4
Citizens Business Bank
California
$3.9M
5
NIA
5
Northstar Investment Advisors
Colorado
$3.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMFS
201
Squar Milner Financial Services
California
$1K – – –
BFC
202
Bedel Financial Consulting
Indiana
$1K +$125 +2 +14%
CPIA
203
Cornell Pochily Investment Advisors
New York
$350 +$26 +512 +8%
AII
204
AGF Investments Inc
Ontario, Canada
– -$4.17M -83,716 Closed
DCM
205
Disciplina Capital Management
Tennessee
– -$3.81M -76,400 Closed
TCM
206
Twin Capital Management
Pennsylvania
– -$2.79M -56,020 Closed
WA
207
Wilshire Advisors
California
– -$2.79M -56,020 Closed
Deutsche Bank
208
Deutsche Bank
Germany
– -$442K -8,882 Closed
SF
209
Summit Financial
New Jersey
– -$374K -7,506 Closed
SDWMA
210
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$325K -6,515 Closed
BAM
211
Baldrige Asset Management
Pennsylvania
– -$223K -4,463 Closed
CAM
212
Cresset Asset Management
Illinois
– -$211K -4,239 Closed
PCA
213
Peddock Capital Advisors
Massachusetts
– -$14K -2,854 Closed
VCM
214
Vigilant Capital Management
Maine
– -$71K -1,426 Closed
CA
215
Cetera Advisors
Colorado
– -$62K -1,247 Closed
S
216
SignatureFD
Georgia
– -$54K -1,086 Closed
CFG
217
CKW Financial Group
Hawaii
– -$41K -814 Closed
SWM
218
SeaCrest Wealth Management
New York
– -$3K -54 Closed
FANJ
219
Financial Architects (New Jersey)
New Jersey
– -$2K -48 Closed
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