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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

141 hedge funds and large institutions have $1.02B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 39 reducing their positions, and 11 closing their positions.

Holders
141
Holders Change
+14
Holders Change %
+11.02%
% of All Funds
3.24%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
26
Increased
50
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
1
Windhaven Investment Management
Massachusetts
$438M
2
Wells Fargo
2
Wells Fargo
California
$70.8M
3
ST
3
Spinnaker Trust
Maine
$37.5M
4
AEPG
4
American Economic Planning Group
New Jersey
$28.1M
5
AI
5
Atria Investments
North Carolina
$27.5M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$64K
2
Bank of America
2
Bank of America
North Carolina
$47.3M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$678K
4
NIA
4
Northstar Investment Advisors
Colorado
$6.41M
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
1
Windhaven Investment Management
Massachusetts
$438M 8,878,987 +8,878,987 New
Wells Fargo
2
Wells Fargo
California
$70.8M 1,434,752 +1,185,969 +477%
Bank of America
3
Bank of America
North Carolina
$47.3M 957,814 -148,217 -13%
Morgan Stanley
4
Morgan Stanley
New York
$39.6M 803,028 -875 -0.1%
ST
5
Spinnaker Trust
Maine
$37.5M 759,282 +759,282 New
DWA
6
Divergent Wealth Advisors
Utah
$28.2M 572,085 -97,535 -15%
AEPG
7
American Economic Planning Group
New Jersey
$28.1M 568,582 +568,582 New
AI
8
Atria Investments
North Carolina
$27.5M 556,641 +556,641 New
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$27M 547,876 +18,177 +3%
LPL Financial
10
LPL Financial
California
$22.9M 464,249 -26,865 -5%
RJA
11
Raymond James & Associates
Florida
$22.2M 449,423 +98,072 +28%
LF
12
Lee Financial
Texas
$17.1M 347,419 +60,538 +21%
UBS Group
13
UBS Group
Switzerland
$12.7M 257,770 +66,292 +35%
WI
14
WBI Investments
New Jersey
$12.7M 257,542 +257,542 New
TPWA
15
TRUE Private Wealth Advisors
Oregon
$11M 223,117 +223,117 New
Mariner
16
Mariner
Kansas
$8.58M 173,886 +32,204 +23%
SPC
17
Sigma Planning Corp
Michigan
$8.17M 165,584 +65,154 +65%
PWPCM
18
Perella Weinberg Partners Capital Management
New York
$7.54M 151,407 -46,842 -24%
BAAM
19
Baker Avenue Asset Management
California
$7.47M 151,400 – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$7.04M 142,622 +7,444 +6%
BC
21
Brinker Capital
Pennsylvania
$7.01M 142,117 +142,117 New
UCFA
22
United Capital Financial Advisors
Texas
$6.69M 135,457 +5,794 +4%
HighTower Advisors
23
HighTower Advisors
Illinois
$6.46M 131,008 +29,791 +29%
CBB
24
Citizens Business Bank
California
$6.42M 130,072 +5,429 +4%
NIA
25
Northstar Investment Advisors
Colorado
$6.41M 74,580 -69,582 -48%
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