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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 %
BF
251
BOK Financial
Oklahoma
$232K – – –
KWMG
252
King Wealth Management Group
Florida
$230K -$1.69K -33 -0.7%
LRPA
253
L. Roy Papp & Associates
Arizona
$228K – – –
OPS
254
Orion Portfolio Solutions
Nebraska
$224K +$224K +4,365 New
NFG
255
Nations Financial Group
Iowa
$221K +$221K +4,309 New
ECG
256
EPIQ Capital Group
California
$215K +$666 +13 +0.3%
TSS
257
Two Sigma Securities
New York
$212K +$212K +4,129 New
EWA
258
Encompass Wealth Advisors
Oregon
$211K – – –
DI
259
Disciplined Investments
Oklahoma
$205K +$1.18K +23 +0.6%
FNBOO
260
First National Bank of Omaha
Nebraska
$205K +$205K +4,000 New
GWM
261
Geneos Wealth Management
Colorado
$204K – – –
BAM
262
Baldrige Asset Management
Pennsylvania
$201K +$1.95K +38 +1%
RWP
263
Ridgecrest Wealth Partners
California
$201K +$201K +3,925 New
CAC
264
Certified Advisory Corp
Florida
$194K +$194K +3,784 New
BW
265
Bison Wealth
Georgia
$156K -$58.1K -1,135 -27%
HBT
266
Hills Bank & Trust
Iowa
$154K – – –
CF
267
Centaurus Financial
California
$149K +$2.88K +56 +2%
CAAS
268
Capital Asset Advisory Services
Michigan
$142K +$26.8K +521 +23%
APA
269
American Portfolios Advisors
New York
$135K – – –
PA
270
Parallel Advisors
California
$133K +$29.8K +582 +29%
CIR
271
Clear Investment Research
Georgia
$113K -$27.1K -529 -19%
HS
272
Horan Securities
United States
$111K – – –
EW
273
Element Wealth
Mississippi
$108K -$3.13M -61,219 -97%
KFO
274
Kopp Family Office
Minnesota
$105K – – –
CTC
275
Central Trust Company
Missouri
$102K -$71.7K -1,397 -41%
9 10
11
12 13