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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 %
SWM
301
Selective Wealth Management
Virginia
$6K – – –
AA
302
Ancora Advisors
Ohio
$5K – – –
JIR
303
James Investment Research
Ohio
$5K +$5K +100 New
RG
304
Retirement Group
California
$4K -$1.33M -30,646 -100%
Fidelity Investments
305
Fidelity Investments
Massachusetts
$4K -$42K -904 -91%
BWM
306
BerganKDV Wealth Management
Minnesota
$4K – – –
OIM
307
Oder Investment Management
California
$4K +$4K +78 New
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
PFGIA
309
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
FRA
310
Front Row Advisors
California
$3K – – –
CB
311
Community Bank
New York
$2K -$93.1K -1,630 -98%
HWA
312
HCR Wealth Advisors
California
$2K +$2K +37 New
BFC
313
Bedel Financial Consulting
Indiana
$1K – – –
OMC
314
Old Mission Capital
Illinois
– -$6.49M -125,904 Closed
Bank of New York Mellon
315
Bank of New York Mellon
New York
– -$2.21M -42,919 Closed
JPG
316
Jordan Park Group
California
– -$670K -13,000 Closed
FA
317
Financial Advisors
Massachusetts
– -$437K -8,474 Closed
APSP
318
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$412K -8,002 Closed
SC
319
Scotia Capital
Ontario, Canada
– -$407K -7,895 Closed
ACP
320
Aveo Capital Partners
Colorado
– -$359K -6,962 Closed
VAS
321
Vestmark Advisory Solutions
Massachusetts
– -$311K -6,039 Closed
PAS
322
Park Avenue Securities
New York
– -$261K -5,072 Closed
AFP
323
Ausdal Financial Partners
Iowa
– -$223K -4,334 Closed
MWM
324
Mission Wealth Management
California
– -$214K -4,150 Closed
CA
325
Calton & Associates
Florida
– -$210K -4,077 Closed
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