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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

312 hedge funds and large institutions have $2.89B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 135 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+41
Holders Change %
+15.13%
% of All Funds
5.54%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.53%
New
66
Increased
135
Reduced
71
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
Acorns Advisers
California
$209M
2
RJA
Raymond James & Associates
Florida
$723M
3
Citadel Advisors
Citadel Advisors
Florida
$12M
4
Bank of America
Bank of America
North Carolina
$135M
5
IWC
Integrated Wealth Concepts
Massachusetts
$13M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$155M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$20M
3
MAFM
Mid Atlantic Financial Management
Pennsylvania
$12.3M
4
UBS Group
UBS Group
Switzerland
$91.1M
5
PAG
Private Advisor Group
New Jersey
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFPG
251
Stonebridge Financial Planning Group
Florida
$137K +$85.3K +1,650 +165%
APA
252
American Portfolios Advisors
New York
$136K – – –
CAAS
253
Capital Asset Advisory Services
Michigan
$116K +$63.4K +1,225 +121%
HS
254
Horan Securities
United States
$112K -$1.34K -26 -1%
KFO
255
Kopp Family Office
Minnesota
$106K – – –
PA
256
Parallel Advisors
California
$104K +$103 +2 +0.1%
CIR
257
Clear Investment Research
Georgia
$102K – – –
SSW
258
Smith Shellnut Wilson
Mississippi
$92K +$87.3K +1,688 +1,855%
WT
259
Whittier Trust
California
$89K – – –
PCG
260
Private Capital Group
Connecticut
$77K -$8.31K -160 -10%
CFGS
261
Concourse Financial Group Securities
Alabama
$75K -$3.81K -74 -5%
US Bancorp
262
US Bancorp
Minnesota
$72K -$1.27M -24,828 -95%
LFG
263
Larson Financial Group
Missouri
$66K -$1.5K -29 -2%
GRP
264
Global Retirement Partners
California
$66K +$413 +8 +0.6%
SFA
265
Stewardship Financial Advisors
Georgia
$66K +$65.3K +1,260 +9,692%
TFGT
266
TS Financial Group (TSFG)
Illinois
$62K – – –
BWL
267
Bogart Wealth LLC
Virginia
$57K – – –
ADL
268
Asset Dedication LLC
California
$52K +$105 +2 +0.2%
EIP
269
Ellis Investment Partners
Pennsylvania
$51K +$360 +7 +0.7%
VFA
270
Valeo Financial Advisors
Indiana
$43K – – –
VCG
271
Vantage Consulting Group
Virginia
$39K +$39K +773 New
GTAM
272
Global Trust Asset Management
Florida
$36K -$51 -1 -0.1%
DWMG
273
DB Wealth Management Group
California
$35K +$35K +676 New
JFA
274
JNBA Financial Advisors
Minnesota
$33K -$5.42K -106 -14%
PP
275
Pacifica Partners
Canada
$33K +$257 +5 +0.8%
9 10
11
12 13