ISTB icon

iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

44 hedge funds and large institutions have $222M invested in iShares Core 1-5 Year USD Bond ETF in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
6
Increased
24
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$72.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$71.6M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$6.83M
4
Wells Fargo
4
Wells Fargo
California
$3.23M
5
LPL Financial
5
LPL Financial
California
$2.12M

Top Sellers

1
HB
1
Homrich & Berg
Georgia
$974K
2
Morgan Stanley
2
Morgan Stanley
New York
$3.01M
3
TCM
3
Towercrest Capital Management
Pennsylvania
$0
4
NPF
4
Norris Perne & French
Michigan
$0
5
PCM
5
Parsons Capital Management
Rhode Island
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$72.2M 719,789 +102,212 +17%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$71.6M 713,279 +100,720 +16%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$22.1M 220,239 +14,319 +7%
Bank of America
4
Bank of America
North Carolina
$9.66M 96,264 +16,838 +21%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$6.83M 68,078 +68,078 New
PFM
6
Phillips Financial Management
Indiana
$3.34M 33,376 +666 +2%
Wells Fargo
7
Wells Fargo
California
$3.23M 32,217 +26,397 +454%
RJA
8
Raymond James & Associates
Florida
$3.16M 31,467 +52 +0.2%
Morgan Stanley
9
Morgan Stanley
New York
$3.01M 29,970 -11,918 -28%
NRECA
10
National Rural Electric Cooperative Association
Virginia
$2.97M 29,621 – –
NIC
11
Northwest Investment Counselors
Oregon
$2.89M 28,793 +590 +2%
SIAM
12
Sterling Investment Advisors (Missouri)
Missouri
$2.77M 27,610 -58 -0.2%
LPL Financial
13
LPL Financial
California
$2.12M 21,113 +16,852 +395%
RCAG
14
Rehmann Capital Advisory Group
Michigan
$2.05M 20,397 +3,594 +21%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.93M 19,227 +6,863 +56%
Jane Street
16
Jane Street
New York
$1.56M 15,500 +10,666 +221%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.53M 15,211 +15,211 New
Mariner
18
Mariner
Kansas
$1.09M 10,849 +4,760 +78%
HB
19
Homrich & Berg
Georgia
$974K 9,709 -15,652 -62%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$905K 9,014 +1,994 +28%
BCI
21
Brinker Capital Investments
Pennsylvania
$717K 7,142 +901 +14%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$710K 7,079 +36 +0.5%
CW
23
Cobiz Wealth
Colorado
$508K 5,057 +52 +1%
SPC
24
Sigma Planning Corp
Michigan
$503K 5,015 -136 -3%
VC
25
Vicus Capital
Pennsylvania
$458K 4,559 -78 -2%
1
2