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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 %
HBT
276
Hills Bank & Trust
Iowa
$137K -$16.9K -330 -11%
CAAS
277
Capital Asset Advisory Services
Michigan
$133K -$8.73K -170 -6%
APA
278
American Portfolios Advisors
New York
$125K -$10.3K -200 -8%
HS
279
Horan Securities
United States
$111K +$51 +1 +0%
CIR
280
Clear Investment Research
Georgia
$108K -$5.19K -101 -5%
EW
281
Element Wealth
Mississippi
$108K – – –
KFO
282
Kopp Family Office
Minnesota
$105K – – –
CTC
283
Central Trust Company
Missouri
$102K – – –
VNIM
284
Vaughan Nelson Investment Management
Texas
$101K +$101K +1,975 New
SSW
285
Smith Shellnut Wilson
Mississippi
$92K +$155 +3 +0.2%
WT
286
Whittier Trust
California
$88K – – –
CFGS
287
Concourse Financial Group Securities
Alabama
$73K -$7.74K -150 -10%
US Bancorp
288
US Bancorp
Minnesota
$72K – – –
BMD
289
Better Money Decisions
New Mexico
$72K +$309 +6 +0.4%
PCG
290
Private Capital Group
Connecticut
$70K – – –
TCM
291
Tradewinds Capital Management
Washington
$66K – – –
GRP
292
Global Retirement Partners
California
$66K +$257 +5 +0.4%
TFGT
293
TS Financial Group (TSFG)
Illinois
$62K – – –
Fidelity Investments
294
Fidelity Investments
Massachusetts
$56K +$14.7K +287 +36%
BWL
295
Bogart Wealth LLC
Virginia
$55K – – –
MPCG
296
Matrix Private Capital Group
New York
$55K +$24.8K +487 +82%
ADL
297
Asset Dedication LLC
California
$52K +$1.92K +38 +4%
SFPG
298
Stonebridge Financial Planning Group
Florida
$51K – – –
EIP
299
Ellis Investment Partners
Pennsylvania
$51K +$204 +4 +0.4%
FGAM
300
Financial Gravity Asset Management
Texas
$51K +$51K +15 New
10 11
12
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