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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 %
AFP
201
Ausdal Financial Partners
Iowa
$223K -$309 -6 -0.1%
BW
202
Bison Wealth
Georgia
$215K +$104K +2,030 +94%
FAN
203
Financial Advisors Network
California
$215K +$215K +4,178 New
MWM
204
Mission Wealth Management
California
$214K -$36.9K -715 -15%
ECG
205
EPIQ Capital Group
California
$214K +$1.18K +23 +0.6%
CA
206
Calton & Associates
Florida
$210K -$6.8K -132 -3%
SAM
207
Summit Asset Management
Tennessee
$208K -$34.3K -664 -14%
WIA
208
World Investment Advisors
California
$207K – – –
SWM
209
SVA Wealth Management
Wisconsin
$207K – – –
TCM
210
TD Capital Management
Tennessee
$207K +$1.08K +21 +0.5%
ECM
211
Evergreen Capital Management
Washington
$207K +$207K +4,014 New
DI
212
Disciplined Investments
Oklahoma
$205K -$1.24K -24 -0.6%
CTC
213
Central Trust Company
Missouri
$174K – – –
GWM
214
Geneos Wealth Management
Colorado
$157K +$514 +10 +0.3%
HBT
215
Hills Bank & Trust
Iowa
$155K -$4.91K -95 -3%
CIR
216
Clear Investment Research
Georgia
$141K -$50.4K -977 -26%
APA
217
American Portfolios Advisors
New York
$136K – – –
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$125K -$17K -331 -12%
HS
219
Horan Securities
United States
$113K – – –
KFO
220
Kopp Family Office
Minnesota
$106K +$106K +2,050 New
PA
221
Parallel Advisors
California
$104K -$5.58K -108 -5%
WT
222
Whittier Trust
California
$88K – – –
CB
223
Community Bank
New York
$86K -$30.9K -598 -26%
PCG
224
Private Capital Group
Connecticut
$85K – – –
CFGS
225
Concourse Financial Group Securities
Alabama
$79K -$6.55K -127 -8%
7 8
9
10 11