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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 %
OPS
251
Orion Portfolio Solutions
Nebraska
$271K +$47.5K +928 +21%
TSS
252
Two Sigma Securities
New York
$271K +$58.9K +1,146 +28%
FHA
253
Flagship Harbor Advisors
Massachusetts
$268K +$268K +5,230 New
BAM
254
Barrett Asset Management
New York
$266K – – –
MCA
255
Magnolia Capital Advisors
Mississippi
$262K -$27.7K -541 -10%
MCM
256
Mattern Capital Management
Colorado
$261K – – –
PFS
257
Prospera Financial Services
Texas
$253K -$1.39K -27 -0.5%
CRWM
258
Castle Rock Wealth Management
California
$251K – – –
ACA
259
Ackerman Capital Advisors
Texas
$249K -$504K -9,829 -67%
WB
260
WesBanco Bank
West Virginia
$249K – – –
ATWA
261
Arbor Trust Wealth Advisors
Michigan
$247K – – –
TCM
262
Traynor Capital Management
Pennsylvania
$245K -$18.9K -368 -7%
COF
263
Capital One Financial
Virginia
$244K +$244K +4,749 New
GWM
264
Geneos Wealth Management
Colorado
$231K +$28.1K +550 +14%
BAM
265
Baldrige Asset Management
Pennsylvania
$231K +$30.2K +590 +15%
KWMG
266
King Wealth Management Group
Florida
$230K – – –
RPG
267
Resource Planning Group
Georgia
$223K +$223K +4,349 New
IWM
268
IHT Wealth Management
Illinois
$221K +$221K +4,306 New
ECG
269
EPIQ Capital Group
California
$216K +$922 +18 +0.4%
EWA
270
Encompass Wealth Advisors
Oregon
$207K -$3.06K -60 -1%
FNBOO
271
First National Bank of Omaha
Nebraska
$205K – – –
DI
272
Disciplined Investments
Oklahoma
$205K – – –
RP
273
Rice Partnership
Hawaii
$202K +$202K +3,936 New
5L
274
55I LLC
Massachusetts
$201K +$201K +3,915 New
CF
275
Centaurus Financial
California
$139K -$9.68K -189 -7%
9 10
11
12 13