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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

390 hedge funds and large institutions have $4.16B invested in iShares Core 1-5 Year USD Bond ETF in 2021 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 145 increasing their positions, 111 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+41
Holders Change %
+11.75%
% of All Funds
6.02%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.66%
New
84
Increased
145
Reduced
111
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$72.1M
2
RJA
Raymond James & Associates
Florida
+$40.9M
3
Ameriprise
Ameriprise
Minnesota
+$26.2M
4
Morgan Stanley
Morgan Stanley
New York
+$24.2M
5
AA
Acorns Advisers
California
+$22.9M

Top Sellers

1
PP
Prosperity Planning
Missouri
-$24.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$23.9M
3
ST
Smithfield Trust
Pennsylvania
-$23.7M
4
CW
Connectus Wealth
Ohio
-$20.3M
5
MFA
McClarren Financial Advisors
Pennsylvania
-$20M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
251
Tocqueville Asset Management
New York
$474K – – –
GFPC
252
Global Financial Private Client
Florida
$473K -$101K -2,000 -18%
WFM
253
Wolff Financial Management
Michigan
$453K +$907 +18 +0.2%
WIA
254
World Investment Advisors
California
$444K -$1.14M -23,096 -72%
RMDI
255
R.M. Davis Inc
Maine
$434K – – –
WKWM
256
Walter & Keenan Wealth Management
Indiana
$434K +$453 +9 +0.1%
CIA
257
Choate Investment Advisors
Massachusetts
$432K – – –
BFA
258
Beacon Financial Advisory
Ohio
$430K -$127K -2,521 -23%
FPCM
259
Financial Partners Capital Management
New York
$420K -$95.1K -1,885 -18%
CPIA
260
Cornell Pochily Investment Advisors
New York
$420K +$48.8K +968 +13%
SHFA
261
SC&H Financial Advisors
Maryland
$410K +$410K +8,132 New
EWA
262
Exencial Wealth Advisors
Oklahoma
$395K +$395K +7,833 New
WP
263
WealthSource Partners
California
$392K -$615K -12,198 -61%
QCIG
264
Quad-Cities Investment Group
Iowa
$390K +$30.8K +611 +9%
SAM
265
Summit Asset Management
Tennessee
$385K -$126K -2,500 -25%
ZCA
266
Zeke Capital Advisors
Pennsylvania
$385K +$385K +7,630 New
SFG
267
Sovereign Financial Group
Connecticut
$380K +$380K +7,526 New
AAS
268
Avantax Advisory Services
Texas
$373K +$28.2K +559 +8%
EIA
269
Eldridge Investment Advisors
New Hampshire
$363K -$1.64M -32,542 -82%
HCM
270
Hengehold Capital Management
Ohio
$352K -$16.1M -320,098 -98%
PAS
271
Park Avenue Securities
New York
$350K -$2.77K -55 -0.8%
ANTB
272
AMG National Trust Bank
Colorado
$347K – – –
CBFP
273
Cedar Brook Financial Partners
Ohio
$339K +$339K +6,731 New
FSA
274
Fort Sheridan Advisors
Illinois
$338K – – –
SAF
275
Smith Anglin Financial
Texas
$333K -$15.3K -303 -4%
9 10
11
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