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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 %
S
301
SignatureFD
Georgia
$44K – – –
RFC
302
Regions Financial Corp
Alabama
$38K +$38K +740 New
GTAM
303
Global Trust Asset Management
Florida
$36K – – –
JFA
304
JNBA Financial Advisors
Minnesota
$33K – – –
PP
305
Pacifica Partners
Canada
$33K +$153 +3 +0.5%
Franklin Resources
306
Franklin Resources
California
$32K – – –
EK
307
Evensky & Katz
Florida
$31K +$883 +17 +3%
SWM
308
Sugarloaf Wealth Management
Georgia
$29K -$174K -3,331 -86%
BW
309
Bison Wealth
Georgia
$29K -$127K -2,480 -81%
PWS
310
Paragon Wealth Strategies
Florida
$28K +$28K +545 New
Northern Trust
311
Northern Trust
Illinois
$27K -$314 -602 -1%
EW
312
Evoke Wealth
California
$27K – – –
AWM
313
Avior Wealth Management
Nebraska
$25K +$102 +2 +0.4%
GGI
314
Godsey & Gibb Inc
Virginia
$24K +$24K +464 New
BWM
315
Baystate Wealth Management
Massachusetts
$21K +$50 +1 +0.2%
FCMT
316
Founders Capital Management (Texas)
Texas
$19K – – –
APWA
317
Atlas Private Wealth Advisors
New Jersey
$19K – – –
IF
318
Ironwood Financial
Arizona
$16K -$465 -9 -3%
FFA
319
Founders Financial Alliance
North Carolina
$13K +$13K +250 New
CI
320
CX Institutional
Indiana
$12K – – –
CIAS
321
Capital Investment Advisory Services
North Carolina
$10K – – –
LFG
322
Larson Financial Group
Missouri
$10K +$51 +1 +0.5%
TRCT
323
Tower Research Capital (TRC)
New York
$10K +$10K +194 New
SFSG
324
Sound Financial Strategies Group
Mississippi
$7K -$1.82K -35 -21%
PA
325
Parallel Advisors
California
$5K -$138K -2,507 -96%
11 12
13
14 15