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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

390 hedge funds and large institutions have $4.16B invested in iShares Core 1-5 Year USD Bond ETF in 2021 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 145 increasing their positions, 111 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+41
Holders Change %
+11.75%
% of All Funds
6.02%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.66%
New
84
Increased
145
Reduced
111
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$78.6M
2
RJA
Raymond James & Associates
Florida
$666M
3
Ameriprise
Ameriprise
Minnesota
$178M
4
Morgan Stanley
Morgan Stanley
New York
$136M
5
AA
Acorns Advisers
California
$314M

Top Sellers

1
PP
Prosperity Planning
Missouri
$25.9M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$57.1M
3
ST
Smithfield Trust
Pennsylvania
$25.7M
4
CW
Connectus Wealth
Ohio
$0
5
MFA
McClarren Financial Advisors
Pennsylvania
$8.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
376
Chilton Capital Management
Texas
$12K +$12K +235 New
LFG
377
Larson Financial Group
Missouri
$10K +$51 +1 +0.5%
FWM
378
Focused Wealth Management
New York
$8K +$2.94K +58 +58%
WBC
379
West Branch Capital
Massachusetts
$7K +$7K +142 New
RG
380
Retirement Group
California
$5K – – –
SFSG
381
Sound Financial Strategies Group
Mississippi
$5K – – –
SC
382
SouthState Corp
Florida
$5K +$5K +106 New
AA
383
Ancora Advisors
Ohio
$4K -$907 -17 -18%
FRA
384
Front Row Advisors
California
$3K – – –
Carson Wealth (CWM LLC)
385
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +59 New
WTA
386
Washington Trust Advisors
Massachusetts
$3K +$3K +62 New
FCAS
387
First Command Advisory Services
Texas
$2K +$2K +49 New
CP
388
Castleview Partners
Texas
$1.49K +$1.49K +75,140 New
BFC
389
Bedel Financial Consulting
Indiana
$1K – – –
SWM
390
Selective Wealth Management
Virginia
$1K – – –
FGAM
391
Financial Gravity Asset Management
Texas
$773 +$727 +235 +1,567%
CW
392
Connectus Wealth
Ohio
– -$20.3M -397,217 Closed
DAS
393
Dynamic Advisor Solutions
Arizona
– -$2.81M -54,978 Closed
RA
394
RFG Advisory
Alabama
– -$2.58M -50,518 Closed
LPT
395
Legacy Private Trust
Wisconsin
– -$1.55M -30,252 Closed
WCG
396
Weaver Consulting Group
California
– -$793K -15,536 Closed
CIBC World Market
397
CIBC World Market
Ontario, Canada
– -$674K -13,204 Closed
BOPW
398
Brandywine Oak Private Wealth
Pennsylvania
– -$427K -8,301 Closed
Bank of New York Mellon
399
Bank of New York Mellon
New York
– -$406K -7,949 Closed
SS
400
Sunbelt Securities
Texas
– -$352K -6,863 Closed
14 15
16
17 18