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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 %
RG
326
Retirement Group
California
$5K – – –
AA
327
Ancora Advisors
Ohio
$5K – – –
CFB
328
Cullen/Frost Bankers
Texas
$4K – – –
BWM
329
BerganKDV Wealth Management
Minnesota
$4K – – –
LPWM
330
Lake Point Wealth Management
Texas
$4K +$4K +71 New
DWMG
331
DB Wealth Management Group
California
$3K -$27.7K -610 -90%
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
FRA
333
Front Row Advisors
California
$3K – – –
WQ
334
Wealth Quarterback
New Jersey
$3K +$3K +46 New
PB
335
Pinnacle Bancorp
Nebraska
$2K – – –
SWM
336
Selective Wealth Management
Virginia
$1K – – –
BFC
337
Bedel Financial Consulting
Indiana
$1K – – –
Barclays
338
Barclays
United Kingdom
$1K +$1K +27 New
MAA
339
Matrix Asset Advisors
New York
– -$2.98M -58,051 Closed
WIA
340
Wealthstreet Investment Advisors
Texas
– -$2.47M -48,135 Closed
Deutsche Bank
341
Deutsche Bank
Germany
– -$1.38M -26,957 Closed
FTUS
342
Flow Traders U.S.
New York
– -$1.18M -23,079 Closed
SS
343
Simplicity Solutions
Minnesota
– -$990K -19,294 Closed
WA
344
Wilshire Advisors
California
– -$830K -16,178 Closed
DP
345
Denver PWM
Colorado
– -$658K -12,758 Closed
CA
346
CGN Advisors
Kansas
– -$522K -10,186 Closed
SFS
347
Sowell Financial Services
Arkansas
– -$382K -7,436 Closed
WA
348
WESPAC Advisors
California
– -$321K -6,250 Closed
LRPA
349
L. Roy Papp & Associates
Arizona
– -$228K -4,455 Closed
NFG
350
Nations Financial Group
Iowa
– -$221K -4,309 Closed
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14
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