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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.

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
1
Campbell Wealth Management
Virginia
$73.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$58.2M
3
ISG
3
Investment Security Group
Colorado
$35.5M
4
RJA
4
Raymond James & Associates
Florida
$623M
5
AA
5
Acorns Advisers
California
$272M

Top Sellers

1
KOC
1
Koss-Olinger Consulting
Florida
$29.8M
2
PP
2
Prosperity Planning
Missouri
$22.8M
3
ST
3
Spinnaker Trust
Maine
$41.3M
4
Ameriprise
4
Ameriprise
Minnesota
$152M
5
Creative Planning
5
Creative Planning
Kansas
$1.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
26
Destination Wealth Management
California
$24.9M +$644K +12,556 +3%
HCM
27
Hudson Capital Management
New Jersey
$23.8M +$598K +11,651 +3%
W
28
Wealthquest
Ohio
$23.4M +$4.85M +94,582 +26%
CIP
29
Capital Insight Partners
Arizona
$23M +$2.37M +46,162 +12%
PP
30
Prosperity Planning
Missouri
$22.8M -$20.1M – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$22.4M +$6.76M +131,897 +43%
ST
32
Smithfield Trust
Pennsylvania
$21.2M +$18.8M +366,732 +776%
MML Investors Services
33
MML Investors Services
Massachusetts
$20.2M +$1.38M +26,965 +7%
DWA
34
Divergent Wealth Advisors
Utah
$20.1M -$356K -6,939 -2%
CW
35
Connectus Wealth
Ohio
$20.1M +$1.1M +21,424 +6%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$19.3M +$1.43M +27,842 +8%
TAIM
37
TD Ameritrade Investment Management
Nebraska
$18.6M -$814K -15,867 -4%
CMP
38
Courage Miller Partners
Virginia
$18.3M +$1.45M +28,340 +9%
FG
39
Fiduciary Group
Georgia
$17.8M +$1.57M +30,674 +10%
SPIA
40
Steward Partners Investment Advisory
New York
$17.2M +$563K +10,969 +3%
HCM
41
Hengehold Capital Management
Ohio
$17M +$392K +7,640 +2%
CAG
42
Crestwood Advisors Group
Massachusetts
$16.3M -$445K -8,668 -3%
ONST
43
Old North State Trust
North Carolina
$15.9M +$348K +6,791 +2%
AF
44
Advisornet Financial
Minnesota
$15.7M +$655K +12,769 +4%
IWMWV
45
Ironwood Wealth Management (West Virginia)
West Virginia
$15.6M +$219K +4,264 +1%
CTB
46
Country Trust Bank
Illinois
$15.1M – – –
SWP
47
Stratos Wealth Partners
Ohio
$14.6M -$341K -6,641 -2%
Citadel Advisors
48
Citadel Advisors
Florida
$14.2M -$3.14M -61,276 -18%
CFS
49
Cannon Financial Strategists
Georgia
$12.3M +$38.8K +756 +0.3%
OFG
50
Omega Financial Group
California
$12.1M +$8.52M +166,019 +238%
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