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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

157 hedge funds and large institutions have $1.3B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
3.6%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
21
Increased
70
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$81.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$66.2M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$36.8M
4
DWA
4
Divergent Wealth Advisors
Utah
$37.7M
5
RJA
5
Raymond James & Associates
Florida
$147M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$446M
2
NIA
2
Northstar Investment Advisors
Colorado
$4.44M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$928K
4
LPL Financial
4
LPL Financial
California
$13.7M
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$446M 9,098,198 -356,285 -4%
RJA
2
Raymond James & Associates
Florida
$147M 2,989,972 +153,484 +5%
Bank of America
3
Bank of America
North Carolina
$81.9M 1,671,070 +320,669 +24%
Wells Fargo
4
Wells Fargo
California
$72.2M 1,473,388 +2,086 +0.1%
Morgan Stanley
5
Morgan Stanley
New York
$66.2M 1,351,422 +273,538 +25%
ST
6
Spinnaker Trust
Maine
$39.2M 800,212 +15,239 +2%
DWA
7
Divergent Wealth Advisors
Utah
$37.7M 774,590 +192,214 +33%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$36.8M 751,496 +203,620 +37%
UBS Group
9
UBS Group
Switzerland
$29.9M 611,171 +132,563 +28%
AEPG
10
American Economic Planning Group
New Jersey
$28.8M 586,917 +9,881 +2%
AI
11
Atria Investments
North Carolina
$27.9M 570,236 +5,528 +1%
LF
12
Lee Financial
Texas
$22.7M 463,424 +17,080 +4%
DWM
13
Destination Wealth Management
California
$17M 346,113 +11,098 +3%
LPL Financial
14
LPL Financial
California
$13.7M 279,683 -59,443 -18%
CBB
15
Citizens Business Bank
California
$12.5M 254,296 +7,511 +3%
TPWA
16
TRUE Private Wealth Advisors
Oregon
$12M 245,825 -3,303 -1%
Mariner
17
Mariner
Kansas
$10.7M 218,443 +23,522 +12%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$8.36M 170,546 +79,011 +86%
MML Investors Services
19
MML Investors Services
Massachusetts
$8.19M 167,227 +87,593 +110%
UCFA
20
United Capital Financial Advisors
Texas
$7.75M 158,121 +2,085 +1%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$7.51M 153,332 +18,511 +14%
BC
22
Brinker Capital
Pennsylvania
$7.5M 153,113 +11,300 +8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7.5M 153,000 +15,264 +11%
HighTower Advisors
24
HighTower Advisors
Illinois
$6.85M 139,962 +4,701 +3%
AFG
25
Arkansas Financial Group
Arkansas
$6.47M 132,012 +32,497 +33%
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