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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

205 hedge funds and large institutions have $1.6B invested in iShares Core 1-5 Year USD Bond ETF in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 51 reducing their positions, and 24 closing their positions.

Holders
205
Holders Change
+2
Holders Change %
+0.99%
% of All Funds
4.5%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.31%
New
27
Increased
98
Reduced
51
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$55.4M
2
RJA
2
Raymond James & Associates
Florida
$235M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.5M
4
WWM
4
Windsor Wealth Management
Indiana
$7.1M
5
ONST
5
Old North State Trust
North Carolina
$13.6M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$180M
2
Bank of America
2
Bank of America
North Carolina
$112M
3
Ameriprise
3
Ameriprise
Minnesota
$41.3M
4
DWA
4
Divergent Wealth Advisors
Utah
$31.9M
5
BCA
5
Berman Capital Advisors
Georgia
$1.38M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$235M 4,663,880 +201,651 +5%
CSIA
2
Charles Schwab Investment Advisory
California
$180M 3,557,002 -1,923,081 -35%
Bank of America
3
Bank of America
North Carolina
$112M 2,224,167 -520,899 -19%
Morgan Stanley
4
Morgan Stanley
New York
$82.1M 1,627,025 +84,327 +5%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$79.9M 1,583,456 +45,337 +3%
Wells Fargo
6
Wells Fargo
California
$77.6M 1,537,655 -827 -0.1%
UBS Group
7
UBS Group
Switzerland
$57.8M 1,145,212 +111,724 +11%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$55.4M 1,096,287 +1,090,897 +20,239%
SMM
9
Stadion Money Management
Georgia
$53.4M 1,058,130 -26,240 -2%
Ameriprise
10
Ameriprise
Minnesota
$41.3M 818,200 -420,937 -34%
DWA
11
Divergent Wealth Advisors
Utah
$31.9M 632,455 -183,019 -22%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$29.1M 576,163 -66,843 -10%
LF
13
Lee Financial
Texas
$25.9M 512,613 +16,811 +3%
Mariner
14
Mariner
Kansas
$23.3M 461,178 +56,905 +14%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$20.1M 397,312 +106,747 +37%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$19.5M 386,125 +143,033 +59%
DWM
17
Destination Wealth Management
California
$19.3M 382,184 +10,775 +3%
TAIM
18
TD Ameritrade Investment Management
Nebraska
$19.1M 377,841 +92,375 +32%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$18.7M 12,803 -315 -2%
BA
20
BCM Advisors
Louisiana
$18.5M 365,872 -14,080 -4%
LPL Financial
21
LPL Financial
California
$18M 356,698 +26,565 +8%
EA
22
Evergreen Advisors
Tennessee
$17.7M 351,191 +4,362 +1%
WAM
23
Wealthspire Advisors (Maryland)
Maryland
$15.6M 308,814 +4,199 +1%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$14.5M 287,942 +2,686 +0.9%
ONST
25
Old North State Trust
North Carolina
$13.6M 269,362 +130,319 +94%
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