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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

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
–

Top Buyers

1
AA
Acorns Advisers
California
$240M
2
AF
Allworth Financial
California
$31.5M
3
Mariner
Mariner
Kansas
$71.7M
4
Bank of America
Bank of America
North Carolina
$151M
5
Morgan Stanley
Morgan Stanley
New York
$95.3M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$589M
2
Charles Schwab
Charles Schwab
California
$0
3
PP
Prosperity Planning
Missouri
$20.1M
4
SAF
Smith Anglin Financial
Texas
$513K
5
GSIS
Global Strategic Investment Solutions
Arizona
$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
326
Sugarloaf Wealth Management
Georgia
$28 +$24 +3,336 +605%
Charles Schwab
327
Charles Schwab
California
– -$59.4M -1,150,225 Closed
Jane Street
328
Jane Street
New York
– -$4.6M -88,973 Closed
SAM
329
Synergy Asset Management
Washington
– -$831K -16,100 Closed
VC
330
Veracity Capital
Georgia
– -$618K -11,958 Closed
PWS
331
Paragon Wealth Strategies
Florida
– -$574K -11,109 Closed
MSFS
332
Main Street Financial Solutions
Pennsylvania
– -$339K -6,555 Closed
CCFM
333
Clear Creek Financial Management
Washington
– -$330K -6,403 Closed
OCM
334
Oakwood Capital Management
California
– -$273K -5,279 Closed
BSW
335
Buckingham Strategic Wealth
Missouri
– -$222K -4,307 Closed
FAN
336
Financial Advisors Network
California
– -$216K -4,178 Closed
SAG
337
Spotlight Asset Group
Illinois
– -$207K -4,007 Closed
IWM
338
IHT Wealth Management
Illinois
– -$207K -4,002 Closed
TPWA
339
TRUE Private Wealth Advisors
Oregon
– -$204K -3,967 Closed
CCM
340
Cribstone Capital Management
Maine
– -$189K -3,662 Closed
VCG
341
Vantage Consulting Group
Virginia
– -$39K -773 Closed
PCA
342
Peddock Capital Advisors
Massachusetts
– -$33K -644 Closed
LAI
343
Legal Advantage Investments
California
– -$27K -528 Closed
IA
344
IFS Advisors
Kansas
– -$26K -519 Closed
CTFG
345
Capstone Triton Financial Group
Oklahoma
– -$23K -452 Closed
MPWT
346
MassMutual Private Wealth & Trust
Connecticut
– -$16K -303 Closed
PMFA
347
Plante Moran Financial Advisors
Michigan
– -$10K -201 Closed
KCM
348
Kathmere Capital Management
Pennsylvania
– -$10K -196 Closed
JIR
349
James Investment Research
Ohio
– -$5K -100 Closed
OIM
350
Oder Investment Management
California
– -$4K -78 Closed
11 12 13
14
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