ISTB icon

iShares Core 1-5 Year USD Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SSW
276
Smith Shellnut Wilson
Mississippi
$91K +$102 +2 +0.1%
WT
277
Whittier Trust
California
$88K
CFGS
278
Concourse Financial Group Securities
Alabama
$80K +$5.42K +106 +7%
US Bancorp
279
US Bancorp
Minnesota
$72K
BMD
280
Better Money Decisions
New Mexico
$71K +$71K +1,391 New
PCG
281
Private Capital Group
Connecticut
$70K -$6K -117 -8%
TCM
282
Tradewinds Capital Management
Washington
$66K -$248K -4,840 -79%
GRP
283
Global Retirement Partners
California
$66K +$206 +4 +0.3%
TFGT
284
TS Financial Group (TSFG)
Illinois
$62K
BWL
285
Bogart Wealth LLC
Virginia
$55K -$2.01K -39 -4%
SFPG
286
Stonebridge Financial Planning Group
Florida
$51K -$84.2K -1,650 -62%
EIP
287
Ellis Investment Partners
Pennsylvania
$51K +$154 +3 +0.3%
ADL
288
Asset Dedication LLC
California
$50K
S
289
SignatureFD
Georgia
$44K +$44K +856 New
VFA
290
Valeo Financial Advisors
Indiana
$42K
Fidelity Investments
291
Fidelity Investments
Massachusetts
$42K +$37.5K +718 +835%
GTAM
292
Global Trust Asset Management
Florida
$36K
DWMG
293
DB Wealth Management Group
California
$35K
JFA
294
JNBA Financial Advisors
Minnesota
$33K
PP
295
Pacifica Partners
Canada
$33K +$51 +1 +0.2%
Franklin Resources
296
Franklin Resources
California
$32K
MPCG
297
Matrix Private Capital Group
New York
$30K
EK
298
Evensky & Katz
Florida
$30K +$30K +580 New
AIC
299
Archer Investment Corporation
Indiana
$28.4K
EW
300
Evoke Wealth
California
$27K