ISTB icon

iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

205 hedge funds and large institutions have $1.6B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+2
Holders Change %
+0.99%
% of All Funds
4.5%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.31%
New
27
Increased
98
Reduced
51
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$55.4M
2
RJA
Raymond James & Associates
Florida
$235M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.5M
4
WWM
Windsor Wealth Management
Indiana
$7.1M
5
ONST
Old North State Trust
North Carolina
$13.6M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$180M
2
Bank of America
Bank of America
North Carolina
$112M
3
Ameriprise
Ameriprise
Minnesota
$41.3M
4
DWA
Divergent Wealth Advisors
Utah
$31.9M
5
BCA
Berman Capital Advisors
Georgia
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
201
BerganKDV Wealth Management
Minnesota
$4K – – –
PFGIA
202
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
AAP
204
Arax Advisory Partners
Colorado
$3K – – –
FRA
205
Front Row Advisors
California
$3K – – –
BFC
206
Bedel Financial Consulting
Indiana
$1K – – –
PWPCM
207
Perella Weinberg Partners Capital Management
New York
– -$5.08M -100,799 Closed
IWA
208
Independence Wealth Advisors
Virginia
– -$3.73M -73,891 Closed
RCAG
209
Rehmann Capital Advisory Group
Michigan
– -$3.56M -70,655 Closed
NIA
210
Northstar Investment Advisors
Colorado
– -$3.82M -23,435 Closed
HL
211
HeadInvest LLC
Maine
– -$756K -14,990 Closed
HCM
212
Hudson Capital Management
New Jersey
– -$731K -14,488 Closed
HCIA
213
Hochman Cole Investment Advisors
Illinois
– -$457K -9,061 Closed
SQA
214
Simon Quick Advisors
New Jersey
– -$295K -5,846 Closed
HIS
215
Harvest Investment Services
Illinois
– -$238K -4,751 Closed
OC
216
Oppenheimer & Co
New York
– -$235K -4,654 Closed
WS
217
Wedbush Securities
California
– -$231K -4,587 Closed
EIA
218
Eldridge Investment Advisors
New Hampshire
– -$216K -4,300 Closed
ML
219
McAdam LLC
Pennsylvania
– -$216K -4,285 Closed
BFIC
220
Bedell Frazier Investment Counselling
California
– -$200K -3,976 Closed
BFEC
221
Benjamin F. Edwards & Company
Missouri
– -$194K -3,845 Closed
SFSG
222
Stearns Financial Services Group
North Carolina
– -$16K -322 Closed
SWP
223
Strategic Wealth Partners
Ohio
– -$14K -280 Closed
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
– -$12K -232 Closed
NCM
225
Next Capital Management
New York
– -$11K -218 Closed
6 7 8
9
10