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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

177 hedge funds and large institutions have $1.46B invested in iShares Core 1-5 Year USD Bond ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 64 increasing their positions, 59 reducing their positions, and 18 closing their positions.

Holders
177
Holders Change
+20
Holders Change %
+12.74%
% of All Funds
3.95%
Holding in Top 10
15
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+114.29%
% of All Funds
0.33%
New
39
Increased
64
Reduced
59
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$54.7M
2
LPT
2
Legacy Private Trust
Wisconsin
$36.1M
3
BA
3
BCM Advisors
Louisiana
$20.1M
4
WAM
4
Wealthspire Advisors (Maryland)
Maryland
$12.5M
5
DCM
5
Disciplina Capital Management
Tennessee
$11.4M

Top Sellers

1
ST
1
Spinnaker Trust
Maine
$947K
2
CSIA
2
Charles Schwab Investment Advisory
California
$421M
3
DWA
3
Divergent Wealth Advisors
Utah
$15.3M
4
RCAG
4
Rehmann Capital Advisory Group
Michigan
$146K
5
DWM
5
Destination Wealth Management
California
$13.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$421M 8,582,960 -515,238 -6%
RJA
2
Raymond James & Associates
Florida
$149M 3,042,894 +52,922 +2%
Bank of America
3
Bank of America
North Carolina
$90.3M 1,840,226 +169,156 +10%
Wells Fargo
4
Wells Fargo
California
$75.3M 1,534,983 +61,595 +4%
Morgan Stanley
5
Morgan Stanley
New York
$75.3M 1,533,874 +182,452 +14%
SMM
6
Stadion Money Management
Georgia
$54.7M 1,115,920 +1,115,920 New
UBS Group
7
UBS Group
Switzerland
$38.8M 789,946 +178,775 +29%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$37.2M 757,203 +5,707 +0.8%
LPT
9
Legacy Private Trust
Wisconsin
$36.1M 735,514 +735,514 New
AEPG
10
American Economic Planning Group
New Jersey
$34.8M 710,120 +123,203 +21%
AI
11
Atria Investments
North Carolina
$28.6M 583,711 +13,475 +2%
LF
12
Lee Financial
Texas
$23.6M 480,941 +17,517 +4%
BA
13
BCM Advisors
Louisiana
$20.1M 408,869 +348,402 +576%
DWA
14
Divergent Wealth Advisors
Utah
$15.3M 311,279 -463,311 -60%
DWM
15
Destination Wealth Management
California
$13.9M 283,836 -62,277 -18%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$13.8M 280,812 +110,266 +65%
LPL Financial
17
LPL Financial
California
$13.5M 274,406 -5,277 -2%
WAM
18
Wealthspire Advisors (Maryland)
Maryland
$12.5M 254,067 +254,017 +508,034%
TPWA
19
TRUE Private Wealth Advisors
Oregon
$12.2M 247,745 +1,920 +0.8%
Mariner
20
Mariner
Kansas
$12M 244,677 +26,234 +12%
CBB
21
Citizens Business Bank
California
$12M 243,600 -10,696 -4%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$11.9M 242,361 +89,029 +58%
BC
23
Brinker Capital
Pennsylvania
$11.6M 236,619 +83,506 +55%
DCM
24
Disciplina Capital Management
Tennessee
$11.4M 232,222 +232,222 New
SPC
25
Sigma Planning Corp
Michigan
$9.57M 195,023 +63,646 +48%
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