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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

66 hedge funds and large institutions have $345M invested in iShares Core 1-5 Year USD Bond ETF in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
10
Increased
32
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$97.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$94.2M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$28.1M
4
Bank of America
4
Bank of America
North Carolina
$17.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.55M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$0
2
AEPG
2
American Economic Planning Group
New Jersey
$0
3
ACM
3
Arlington Capital Management
Illinois
$0
4
RBC
4
Ronald Blue & Co
Georgia
$0
5
PFM
5
Phillips Financial Management
Indiana
$2.55M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$97.2M 965,782 +138,602 +17%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$94.2M 935,825 +112,023 +14%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$28.1M 279,592 +65,129 +30%
Bank of America
4
Bank of America
North Carolina
$17.8M 177,163 +42,404 +31%
LPL Financial
5
LPL Financial
California
$14.4M 143,023 -2,294 -2%
GFG
6
Gray Financial Group
Georgia
$12.6M 124,931 – –
Morgan Stanley
7
Morgan Stanley
New York
$8.55M 84,984 +36,069 +74%
HCM
8
Hollencrest Capital Management
California
$5.51M 54,785 – –
SFA
9
Stewardship Financial Advisors
Georgia
$5.46M 54,289 +8,582 +19%
Wells Fargo
10
Wells Fargo
California
$5.08M 50,480 +4,141 +9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.8M 47,733 +25,650 +116%
UBS Group
12
UBS Group
Switzerland
$4.46M 44,271 +30,728 +227%
SPC
13
Sigma Planning Corp
Michigan
$3.67M 36,497 +31,110 +578%
RJA
14
Raymond James & Associates
Florida
$3.38M 33,574 +1,158 +4%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$2.78M 27,600 +14,440 +110%
NIC
16
Northwest Investment Counselors
Oregon
$2.64M 26,268 -750 -3%
FIM
17
Freedom Investment Management
Connecticut
$2.63M 26,166 +13,675 +109%
PFM
18
Phillips Financial Management
Indiana
$2.55M 25,368 -7,751 -23%
SIAM
19
Sterling Investment Advisors (Missouri)
Missouri
$2.51M 24,962 -1,389 -5%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.47M 24,556 +18,667 +317%
Jane Street
21
Jane Street
New York
$2.24M 22,249 +22,249 New
RCAG
22
Rehmann Capital Advisory Group
Michigan
$2.04M 20,269 +1,900 +10%
Mariner
23
Mariner
Kansas
$1.85M 18,393 +6,245 +51%
RW
24
Rand Wealth
Maryland
$1.83M 18,138 -96 -0.5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.68M 16,663 +5,253 +46%
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