ISTB icon

iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

51 hedge funds and large institutions have $247M invested in iShares Core 1-5 Year USD Bond ETF in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
51
Holders Change
+7
Holders Change %
+15.91%
% of All Funds
1.43%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
10
Increased
21
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
1
Hollencrest Capital Management
California
$5.5M
2
RW
2
Rand Wealth
Maryland
$4.88M
3
UCFA
3
United Capital Financial Advisors
Texas
$76.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$75.3M
5
ACM
5
Arlington Capital Management
Illinois
$3.39M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$623K
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$20.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$350K
4
AA
4
Alesco Advisors
New York
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$424K
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$76.2M 759,341 +39,552 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$75.3M 750,370 +37,091 +5%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$20.2M 201,101 -19,138 -9%
Bank of America
4
Bank of America
North Carolina
$12.6M 125,223 +28,959 +30%
Wells Fargo
5
Wells Fargo
California
$6.19M 61,705 +29,488 +92%
HCM
6
Hollencrest Capital Management
California
$5.5M 54,785 +54,785 New
RW
7
Rand Wealth
Maryland
$4.88M 48,611 +48,611 New
Jane Street
8
Jane Street
New York
$4.39M 43,724 +28,224 +182%
ACM
9
Arlington Capital Management
Illinois
$3.39M 33,748 +33,748 New
PFM
10
Phillips Financial Management
Indiana
$3.29M 32,771 -605 -2%
RJA
11
Raymond James & Associates
Florida
$3.14M 31,329 -138 -0.4%
SIAM
12
Sterling Investment Advisors (Missouri)
Missouri
$3.08M 30,698 +3,088 +11%
NRECA
13
National Rural Electric Cooperative Association
Virginia
$2.97M 29,621 – –
NIC
14
Northwest Investment Counselors
Oregon
$2.89M 28,793 – –
Morgan Stanley
15
Morgan Stanley
New York
$2.84M 28,278 -1,692 -6%
W
16
Wealthquest
Ohio
$2.73M 27,175 +27,175 New
LPL Financial
17
LPL Financial
California
$2.51M 25,063 +3,950 +19%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.97M 19,644 +417 +2%
RCAG
19
Rehmann Capital Advisory Group
Michigan
$1.82M 18,163 -2,234 -11%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$1.23M 12,222 +8,327 +214%
Mariner
21
Mariner
Kansas
$1.05M 10,477 -372 -3%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$988K 9,849 +835 +9%
HB
23
Homrich & Berg
Georgia
$895K 8,917 -792 -8%
BCI
24
Brinker Capital Investments
Pennsylvania
$789K 7,860 +718 +10%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$623K 6,210 -61,868 -91%
1
2 3