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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

349 hedge funds and large institutions have $3.95B invested in iShares Core 1-5 Year USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 179 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+12
Holders Change %
+3.56%
% of All Funds
6.13%
Holding in Top 10
46
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15%
% of All Funds
0.81%
New
33
Increased
179
Reduced
74
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$181M
2
BlackRock
2
BlackRock
New York
$77.4M
3
ST
3
Smithfield Trust
Pennsylvania
$50M
4
AA
4
Acorns Advisers
California
$295M
5
GWM
5
Geneos Wealth Management
Colorado
$22.7M

Top Sellers

1
PP
1
Prosperity Planning
Missouri
$24.3M
2
RCS
2
Retirement Capital Strategies
California
$0
3
PFM
3
Phillips Financial Management
Indiana
$23.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
COF
251
Capital One Financial
Virginia
$316K +$73.3K +1,434 +30%
SIM
252
Studio Investment Management
Illinois
$308K +$308K +6,025 New
SBIA
253
Sheaff Brock Investment Advisors
Indiana
$306K – – –
LIM
254
Leavell Investment Management
Alabama
$302K +$302K +5,918 New
BWA
255
BDO Wealth Advisors
Florida
$296K -$4.95K -97 -2%
WC
256
Whitney & Co
New York
$295K – – –
LNC
257
Lincoln National Corp
Pennsylvania
$295K +$357 +7 +0.1%
BCA
258
Bay Colony Advisors
Massachusetts
$293K +$19.4K +379 +7%
FA
259
Faithward Advisors
Pennsylvania
$284K -$1.63K -32 -0.6%
BFM
260
Broadview Financial Management
Wisconsin
$282K +$1.07K +21 +0.4%
BFA
261
Beaumont Financial Advisors
Massachusetts
$281K -$4.8K -94 -2%
CA
262
Cetera Advisors
Colorado
$280K -$207K -4,049 -43%
FHA
263
Flagship Harbor Advisors
Massachusetts
$268K – – –
BAM
264
Barrett Asset Management
New York
$265K – – –
MCM
265
Mattern Capital Management
Colorado
$260K – – –
BAM
266
Baldrige Asset Management
Pennsylvania
$260K +$29.7K +581 +13%
PFS
267
Prospera Financial Services
Texas
$253K +$869 +17 +0.3%
CRWM
268
Castle Rock Wealth Management
California
$249K – – –
9WM
269
9258 Wealth Management
Ohio
$248K +$248K +4,847 New
ATWA
270
Arbor Trust Wealth Advisors
Michigan
$246K – – –
FHC
271
First Heartland Consultants
Missouri
$241K -$142K -2,771 -37%
IWM
272
IHT Wealth Management
Illinois
$239K +$18.7K +366 +8%
5L
273
55I LLC
Massachusetts
$239K +$39.3K +771 +20%
IA
274
IFP Advisors
Florida
$232K -$113K -2,144 -33%
BF
275
BOK Financial
Oklahoma
$231K +$231K +4,521 New
9 10
11
12 13