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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

337 hedge funds and large institutions have $3.34B invested in iShares Core 1-5 Year USD Bond ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 152 increasing their positions, 97 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+11
Holders Change %
+3.37%
% of All Funds
5.88%
Holding in Top 10
40
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+29.03%
% of All Funds
0.7%
New
36
Increased
152
Reduced
97
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Campbell Wealth Management
Virginia
$73.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$58.2M
3
ISG
Investment Security Group
Colorado
$35.5M
4
RJA
Raymond James & Associates
Florida
$623M
5
AA
Acorns Advisers
California
$272M

Top Sellers

1
KOC
Koss-Olinger Consulting
Florida
$29.8M
2
PP
Prosperity Planning
Missouri
$22.8M
3
ST
Spinnaker Trust
Maine
$41.3M
4
Ameriprise
Ameriprise
Minnesota
$152M
5
Creative Planning
Creative Planning
Kansas
$1.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
226
Financial Advocates Investment Management
Washington
$422K +$14.3K +280 +4%
BOPW
227
Brandywine Oak Private Wealth
Pennsylvania
$409K +$97.3K +1,899 +31%
Bank of New York Mellon
228
Bank of New York Mellon
New York
$408K +$408K +7,949 New
OCM
229
Osterweis Capital Management
California
$396K -$396K – –
QCIG
230
Quad-Cities Investment Group
Iowa
$389K -$8.26K -161 -2%
WJA
231
Willis Johnson & Associates
Texas
$388K -$5.13K -100 -1%
AAS
232
Avantax Advisory Services
Texas
$386K +$99K +1,917 +35%
FHC
233
First Heartland Consultants
Missouri
$384K -$203K -3,950 -35%
CPIA
234
Cornell Pochily Investment Advisors
New York
$377K -$8.77K -171 -2%
PAS
235
Park Avenue Securities
New York
$360K +$5.95K +116 +2%
SS
236
Sunbelt Securities
Texas
$352K -$89.7K -1,749 -20%
Betterment LLC
237
Betterment LLC
New York
$352K +$91.9K +1,792 +35%
FSA
238
Fort Sheridan Advisors
Illinois
$344K – – –
IA
239
IFP Advisors
Florida
$340K -$23.2K -447 -6%
RC
240
Roundview Capital
New Jersey
$330K +$330K +6,434 New
OWM
241
Orgel Wealth Management
Wisconsin
$329K – – –
SBIA
242
Sheaff Brock Investment Advisors
Indiana
$308K – – –
CAL
243
Capital Analysts LLC
Pennsylvania
$305K -$375K -7,318 -55%
BWA
244
BDO Wealth Advisors
Florida
$303K +$154 +3 +0.1%
WC
245
Whitney & Co
New York
$296K -$33.3K -650 -10%
LNC
246
Lincoln National Corp
Pennsylvania
$296K +$59.1K +1,152 +25%
BFA
247
Beaumont Financial Advisors
Massachusetts
$287K -$6.87K -134 -2%
FA
248
Faithward Advisors
Pennsylvania
$287K +$39.7K +774 +16%
BFM
249
Broadview Financial Management
Wisconsin
$282K +$30.9K +602 +12%
BCA
250
Bay Colony Advisors
Massachusetts
$275K +$275K +5,353 New
8 9
10
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