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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

194 hedge funds and large institutions have $1.46B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 13 closing their positions.

Holders
194
Holders Change
+17
Holders Change %
+9.6%
% of All Funds
4.21%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.28%
New
32
Increased
79
Reduced
59
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$213M
2
Bank of America
2
Bank of America
North Carolina
$125M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$71.3M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$19.2M
5
DWA
5
Divergent Wealth Advisors
Utah
$30.7M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$256M
2
AI
2
Atria Investments
North Carolina
$0
3
LPT
3
Legacy Private Trust
Wisconsin
$28.2M
4
DCM
4
Disciplina Capital Management
Tennessee
$3.81M
5
W
5
Wealthquest
Ohio
$714K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$256M 5,128,757 -3,454,203 -40%
RJA
2
Raymond James & Associates
Florida
$213M 4,276,738 +1,233,844 +41%
Bank of America
3
Bank of America
North Carolina
$125M 2,515,769 +675,543 +37%
Morgan Stanley
4
Morgan Stanley
New York
$74.4M 1,491,555 -42,319 -3%
Wells Fargo
5
Wells Fargo
California
$74.3M 1,490,763 -44,220 -3%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$71.3M 1,429,611 +672,408 +89%
SMM
7
Stadion Money Management
Georgia
$56M 1,122,410 +6,490 +0.6%
UBS Group
8
UBS Group
Switzerland
$38.6M 773,579 -16,367 -2%
AEPG
9
American Economic Planning Group
New Jersey
$35.9M 720,192 +10,072 +1%
DWA
10
Divergent Wealth Advisors
Utah
$30.7M 616,098 +304,819 +98%
LPT
11
Legacy Private Trust
Wisconsin
$28.2M 565,703 -169,811 -23%
LF
12
Lee Financial
Texas
$24.7M 495,737 +14,796 +3%
BA
13
BCM Advisors
Louisiana
$21.3M 427,218 +18,349 +4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$19.2M 385,156 +305,430 +383%
DWM
15
Destination Wealth Management
California
$18.1M 363,461 +79,625 +28%
Mariner
16
Mariner
Kansas
$17M 341,295 +96,618 +39%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$15.2M 303,882 +23,070 +8%
LPL Financial
18
LPL Financial
California
$15M 301,642 +27,236 +10%
WAM
19
Wealthspire Advisors (Maryland)
Maryland
$14.9M 299,569 +45,502 +18%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$13.8M 277,354 +34,993 +14%
BC
21
Brinker Capital
Pennsylvania
$12.4M 247,898 +11,279 +5%
CBB
22
Citizens Business Bank
California
$12.2M 244,905 +1,305 +0.5%
TPWA
23
TRUE Private Wealth Advisors
Oregon
$10.7M 215,382 -32,363 -13%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$9.01M 180,790 +46,774 +35%
AFG
25
Arkansas Financial Group
Arkansas
$8.91M 178,738 +19,412 +12%
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