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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

203 hedge funds and large institutions have $1.64B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 93 increasing their positions, 49 reducing their positions, and 17 closing their positions.

Holders
203
Holders Change
+9
Holders Change %
+4.64%
% of All Funds
4.42%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
29
Increased
93
Reduced
49
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$62.5M
2
CSIA
2
Charles Schwab Investment Advisory
California
$276M
3
EA
3
Evergreen Advisors
Tennessee
$17.5M
4
UBS Group
4
UBS Group
Switzerland
$52.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$32.4M

Top Sellers

1
AEPG
1
American Economic Planning Group
New Jersey
$1.65M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$10.3M
3
LPT
3
Legacy Private Trust
Wisconsin
$10.8M
4
CBB
4
Citizens Business Bank
California
$3.9M
5
NIA
5
Northstar Investment Advisors
Colorado
$3.82M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$276M 5,480,083 +351,326 +7%
RJA
2
Raymond James & Associates
Florida
$225M 4,462,229 +185,491 +4%
Bank of America
3
Bank of America
North Carolina
$138M 2,745,066 +229,297 +9%
Morgan Stanley
4
Morgan Stanley
New York
$77.8M 1,542,698 +51,143 +3%
Wells Fargo
5
Wells Fargo
California
$77.6M 1,538,482 +47,719 +3%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$77.6M 1,538,119 +108,508 +8%
Ameriprise
7
Ameriprise
Minnesota
$62.5M 1,239,137 +1,125,191 +987%
SMM
8
Stadion Money Management
Georgia
$54.7M 1,084,370 -38,040 -3%
UBS Group
9
UBS Group
Switzerland
$52.1M 1,033,488 +259,909 +34%
DWA
10
Divergent Wealth Advisors
Utah
$41.1M 815,474 +199,376 +32%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$32.4M 643,006 +257,850 +67%
LF
12
Lee Financial
Texas
$25M 495,802 +65 +0%
Mariner
13
Mariner
Kansas
$20.4M 404,273 +62,978 +18%
BA
14
BCM Advisors
Louisiana
$19.2M 379,952 -47,266 -11%
DWM
15
Destination Wealth Management
California
$18.7M 371,409 +7,948 +2%
EA
16
Evergreen Advisors
Tennessee
$17.5M 346,829 +346,829 New
LPL Financial
17
LPL Financial
California
$16.6M 330,133 +28,491 +9%
WAM
18
Wealthspire Advisors (Maryland)
Maryland
$15.4M 304,615 +5,046 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$14.7M 290,565 +116,058 +67%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$14.4M 285,466 +104,676 +58%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$14.4M 285,256 +7,902 +3%
CMP
22
Courage Miller Partners
Virginia
$12.9M 254,931 +254,931 New
BC
23
Brinker Capital
Pennsylvania
$12.5M 246,973 -925 -0.4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$12.3M 243,092 -60,790 -20%
AWC
25
Abundance Wealth Counselors
Pennsylvania
$11.8M 234,086 +115,503 +97%
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