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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 %
BAM
401
Barrett Asset Management
New York
– -$265K -5,185 Closed
FHC
402
First Heartland Consultants
Missouri
– -$241K -4,714 Closed
5L
403
55I LLC
Massachusetts
– -$239K -4,686 Closed
KWMG
404
King Wealth Management Group
Florida
– -$229K -4,480 Closed
RC
405
Roundview Capital
New Jersey
– -$227K -4,450 Closed
RPG
406
Resource Planning Group
Georgia
– -$215K -4,219 Closed
EWA
407
Encompass Wealth Advisors
Oregon
– -$207K -4,055 Closed
FNBOO
408
First National Bank of Omaha
Nebraska
– -$204K -4,000 Closed
GRP
409
Global Retirement Partners
California
– -$202K -3,963 Closed
Koshinski Asset Management
410
Koshinski Asset Management
Illinois
– -$170K -3,325 Closed
BMD
411
Better Money Decisions
New Mexico
– -$65K -1,264 Closed
S
412
SignatureFD
Georgia
– -$44K -856 Closed
BW
413
Bison Wealth
Georgia
– -$29K -565 Closed
CPC
414
Consolidated Planning Corp
Georgia
– -$28K -544 Closed
HA
415
Herold Advisors
New York
– -$25K -507 Closed
APWA
416
Atlas Private Wealth Advisors
New Jersey
– -$19K -375 Closed
IF
417
Ironwood Financial
Arizona
– -$13K -257 Closed
CI
418
CX Institutional
Indiana
– -$12K -227 Closed
BL
419
Balentine LLC
Georgia
– -$11K -213 Closed
CIAS
420
Capital Investment Advisory Services
North Carolina
– -$10K -200 Closed
CAAS
421
Capital Asset Advisory Services
Michigan
– -$8K -165 Closed
FCMT
422
Founders Capital Management (Texas)
Texas
– -$5K -100 Closed
KIG
423
Kowal Investment Group
Wisconsin
– -$5K -92 Closed
DWMG
424
DB Wealth Management Group
California
– -$3K -66 Closed
WT
425
Washington Trust
Rhode Island
– -$3K -62 Closed
14 15 16
17
18