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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

29 hedge funds and large institutions have $75.8M invested in iShares Core 1-5 Year USD Bond ETF in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
14
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$15M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14.9M
3
HB
3
Homrich & Berg
Georgia
$7.97M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$10.9M
5
Bank of America
5
Bank of America
North Carolina
$5.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$296K
4
SC
4
Scotia Capital
Ontario, Canada
$0
5
NIC
5
Northwest Investment Counselors
Oregon
$3.06M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$15M 150,063 +80,812 +117%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14.9M 148,830 +79,832 +116%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$10.9M 108,392 +77,930 +256%
HB
4
Homrich & Berg
Georgia
$7.97M 79,572 +79,572 New
Bank of America
5
Bank of America
North Carolina
$5.7M 56,965 +43,240 +315%
JG
6
Jefferies Group
New York
$3.95M 39,418 +39,418 New
Morgan Stanley
7
Morgan Stanley
New York
$3.79M 37,822 +24,408 +182%
NIC
8
Northwest Investment Counselors
Oregon
$3.06M 30,558 -2,005 -6%
NRECA
9
National Rural Electric Cooperative Association
Virginia
$2.97M 29,621 +29,621 New
PFM
10
Phillips Financial Management
Indiana
$2.1M 20,896 +7,367 +54%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$945K 9,436 +2,947 +45%
BFA
12
Beaumont Financial Advisors
Massachusetts
$804K 8,029 -42 -0.5%
LPL Financial
13
LPL Financial
California
$745K 7,434 +2,827 +61%
CW
14
Cobiz Wealth
Colorado
$744K 7,430 +257 +4%
NPF
15
Norris Perne & French
Michigan
$443K 4,430 +4,430 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$296K 2,959 -5,935 -67%
VC
17
Vicus Capital
Pennsylvania
$296K 2,957 +174 +6%
VIA
18
Vantage Investment Advisors
Pennsylvania
$290K 2,900 – –
CS
19
Credit Suisse
Switzerland
$290K 2,895 +2,895 New
AIG
20
American International Group
New York
$159K 1,592 +88 +6%
BIM
21
BlackRock Investment Management
Delaware
$134K 1,342 – –
Ameriprise
22
Ameriprise
Minnesota
$95K 947 +709 +298%
DADC
23
D.A. Davidson & Co
Montana
$60K 600 – –
PAG
24
Private Advisor Group
New Jersey
$58K 580 +580 New
BCI
25
Brinker Capital Investments
Pennsylvania
$57K 568 +151 +36%
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