ISTB icon

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

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$589M
2
Charles Schwab
2
Charles Schwab
California
$0
3
PP
3
Prosperity Planning
Missouri
$20.1M
4
SAF
4
Smith Anglin Financial
Texas
$513K
5
GSIS
5
Global Strategic Investment Solutions
Arizona
$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
26
Prosperity Planning
Missouri
$20.1M -$17.1M – –
TAIM
27
TD Ameritrade Investment Management
Nebraska
$19.5M – – –
CW
28
Connectus Wealth
Ohio
$19M +$19M +370,356 New
MML Investors Services
29
MML Investors Services
Massachusetts
$18.8M +$1.74M +33,900 +10%
W
30
Wealthquest
Ohio
$18.6M +$3.76M +73,263 +25%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$17.9M -$1.97M -38,452 -10%
Citadel Advisors
32
Citadel Advisors
Florida
$17.3M +$5.4M +105,294 +45%
CMP
33
Courage Miller Partners
Virginia
$16.9M +$829K +16,167 +5%
CAG
34
Crestwood Advisors Group
Massachusetts
$16.7M -$707K -13,785 -4%
SPIA
35
Steward Partners Investment Advisory
New York
$16.6M +$5.47M +106,569 +49%
HCM
36
Hengehold Capital Management
Ohio
$16.6M +$7.18M +139,982 +76%
FG
37
Fiduciary Group
Georgia
$16.2M +$1.93M +37,627 +14%
PFM
38
Phillips Financial Management
Indiana
$16M +$4.54M +88,472 +39%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$15.6M +$509K +9,916 +3%
ONST
40
Old North State Trust
North Carolina
$15.5M +$628K +12,243 +4%
IWMWV
41
Ironwood Wealth Management (West Virginia)
West Virginia
$15.4M +$242K +4,725 +2%
CTB
42
Country Trust Bank
Illinois
$15.1M – – –
AF
43
Advisornet Financial
Minnesota
$15.1M +$15M +293,176 +48,863%
SWP
44
Stratos Wealth Partners
Ohio
$15M +$272K +5,303 +2%
AWM
45
AE Wealth Management
Kansas
$12.7M +$1.24M +24,175 +11%
MA
46
Mutual Advisors
Nebraska
$12.5M +$5.54M +108,074 +80%
IWC
47
Integrated Wealth Concepts
Massachusetts
$12.2M -$738K -14,385 -6%
CFS
48
Cannon Financial Strategists
Georgia
$12.2M +$7.78M +151,734 +176%
CAN
49
Cetera Advisor Networks
California
$11.7M +$1.09M +21,216 +10%
SGI
50
Summit Global Investments
Utah
$11.4M +$11.4M +221,951 New
1
2
3 4 5