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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

326 hedge funds and large institutions have $2.97B invested in iShares Core 1-5 Year USD Bond ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 87 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+14
Holders Change %
+4.49%
% of All Funds
5.74%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.55%
New
46
Increased
145
Reduced
87
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
Acorns Advisers
California
$240M
2
AF
Allworth Financial
California
$31.5M
3
Mariner
Mariner
Kansas
$71.7M
4
Bank of America
Bank of America
North Carolina
$151M
5
Morgan Stanley
Morgan Stanley
New York
$95.3M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$589M
2
Charles Schwab
Charles Schwab
California
$0
3
PP
Prosperity Planning
Missouri
$20.1M
4
SAF
Smith Anglin Financial
Texas
$513K
5
GSIS
Global Strategic Investment Solutions
Arizona
$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
226
Snowden Capital Advisors
New York
$370K – – –
IA
227
IFP Advisors
Florida
$362K +$10.9K +210 +3%
PAS
228
Park Avenue Securities
New York
$354K +$354K +6,901 New
FSA
229
Fort Sheridan Advisors
Illinois
$344K +$344K +6,700 New
WC
230
Whitney & Co
New York
$330K -$30.8K -600 -9%
OWM
231
Orgel Wealth Management
Wisconsin
$329K – – –
WA
232
WESPAC Advisors
California
$321K +$76K +1,479 +31%
BOPW
233
Brandywine Oak Private Wealth
Pennsylvania
$312K -$163K -3,177 -34%
SBIA
234
Sheaff Brock Investment Advisors
Indiana
$308K – – –
BWA
235
BDO Wealth Advisors
Florida
$303K +$103 +2 +0%
BFA
236
Beaumont Financial Advisors
Massachusetts
$294K -$3.39K -66 -1%
MCA
237
Magnolia Capital Advisors
Mississippi
$290K -$6.78K -132 -2%
AAS
238
Avantax Advisory Services
Texas
$285K +$30.1K +586 +12%
CHC
239
City Holding Co
West Virginia
$282K +$282K +5,490 New
BAM
240
Barrett Asset Management
New York
$266K – – –
TCM
241
Traynor Capital Management
Pennsylvania
$264K -$1.23K -24 -0.5%
MCM
242
Mattern Capital Management
Colorado
$261K – – –
Betterment LLC
243
Betterment LLC
New York
$260K +$260K +5,075 New
PFS
244
Prospera Financial Services
Texas
$254K +$254K +4,958 New
CRWM
245
Castle Rock Wealth Management
California
$252K +$36K +700 +17%
BFM
246
Broadview Financial Management
Wisconsin
$251K +$719 +14 +0.3%
WB
247
WesBanco Bank
West Virginia
$249K +$249K +4,848 New
ATWA
248
Arbor Trust Wealth Advisors
Michigan
$247K – – –
FA
249
Faithward Advisors
Pennsylvania
$247K +$9.28K +181 +4%
LNC
250
Lincoln National Corp
Pennsylvania
$237K +$51 +1 +0%
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