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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 %
PCA
276
Peddock Capital Advisors
Massachusetts
$33K +$33K +644 New
Franklin Resources
277
Franklin Resources
California
$32K – – –
AF
278
Advisornet Financial
Minnesota
$31K – – –
MPCG
279
Matrix Private Capital Group
New York
$31K – – –
AIC
280
Archer Investment Corporation
Indiana
$28.6K – – –
SWM
281
Sugarloaf Wealth Management
Georgia
$28K +$152 +3 +0.5%
EW
282
Evoke Wealth
California
$27K – – –
LAI
283
Legal Advantage Investments
California
$27K +$27K +528 New
Northern Trust
284
Northern Trust
Illinois
$27K +$27K +51,750 New
IA
285
IFS Advisors
Kansas
$26K +$26K +519 New
AWM
286
Avior Wealth Management
Nebraska
$25K +$154 +3 +0.6%
CTFG
287
Capstone Triton Financial Group
Oklahoma
$23K +$23K +452 New
BWM
288
Baystate Wealth Management
Massachusetts
$21K +$101 +2 +0.5%
FCMT
289
Founders Capital Management (Texas)
Texas
$20K +$20K +380 New
IF
290
Ironwood Financial
Arizona
$19K -$7.01K -135 -27%
APWA
291
Atlas Private Wealth Advisors
New Jersey
$19K – – –
MPWT
292
MassMutual Private Wealth & Trust
Connecticut
$16K +$16K +303 New
CI
293
CX Institutional
Indiana
$12K +$12K +227 New
HNB
294
Huntington National Bank
Ohio
$11K -$11K – –
SFSG
295
Sound Financial Strategies Group
Mississippi
$10K -$419K -7,917 -98%
KCM
296
Kathmere Capital Management
Pennsylvania
$10K – – –
PMFA
297
Plante Moran Financial Advisors
Michigan
$10K – – –
CIAS
298
Capital Investment Advisory Services
North Carolina
$10K – – –
GSAM
299
Grant Street Asset Management
Pennsylvania
$10K +$10K +201 New
VBCG
300
Valley Brook Capital Group
Pennsylvania
$7K +$7K +150 New
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12
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