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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

349 hedge funds and large institutions have $3.95B invested in iShares Core 1-5 Year USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 179 increasing their positions, 74 reducing their positions, and 17 closing their positions.

Holders
349
Holders Change
+12
Holders Change %
+3.56%
% of All Funds
6.13%
Holding in Top 10
46
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15%
% of All Funds
0.81%
New
33
Increased
179
Reduced
74
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$181M
2
BlackRock
2
BlackRock
New York
$77.4M
3
ST
3
Smithfield Trust
Pennsylvania
$50M
4
AA
4
Acorns Advisers
California
$295M
5
GWM
5
Geneos Wealth Management
Colorado
$22.7M

Top Sellers

1
PP
1
Prosperity Planning
Missouri
$24.3M
2
RCS
2
Retirement Capital Strategies
California
$0
3
PFM
3
Phillips Financial Management
Indiana
$23.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$29.9M +$7.65M +149,741 +34%
MFA
27
McClarren Financial Advisors
Pennsylvania
$29.4M +$2.4M +47,079 +9%
KOC
28
Koss-Olinger Consulting
Florida
$29.1M -$517K -10,119 -2%
CIP
29
Capital Insight Partners
Arizona
$27.1M +$4.29M +83,986 +19%
W
30
Wealthquest
Ohio
$27M +$3.71M +72,683 +16%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$26.5M +$1.54M +30,192 +6%
DWM
32
Destination Wealth Management
California
$26M +$1.22M +23,794 +5%
TAIM
33
TD Ameritrade Investment Management
Nebraska
$25M +$6.36M +123,446 +34%
PP
34
Prosperity Planning
Missouri
$24.3M -$22.8M – –
PFM
35
Phillips Financial Management
Indiana
$23.5M -$6.49M -126,986 -22%
GWM
36
Geneos Wealth Management
Colorado
$22.7M +$22.5M +440,629 +9,744%
HCM
37
Hudson Capital Management
New Jersey
$21.8M -$1.91M -37,310 -8%
DWA
38
Divergent Wealth Advisors
Utah
$21.1M +$1.07M +20,861 +5%
CMP
39
Courage Miller Partners
Virginia
$21M +$2.73M +53,386 +15%
CW
40
Connectus Wealth
Ohio
$20.3M +$278K +5,437 +1%
FG
41
Fiduciary Group
Georgia
$19.6M +$2.01M +39,606 +11%
IWMWV
42
Ironwood Wealth Management (West Virginia)
West Virginia
$18.9M +$3.37M +66,015 +22%
Citadel Advisors
43
Citadel Advisors
Florida
$18.5M +$4.37M +85,663 +31%
SPIA
44
Steward Partners Investment Advisory
New York
$18M +$891K +17,448 +5%
HCM
45
Hengehold Capital Management
Ohio
$16.7M -$194K -3,804 -1%
AF
46
Advisornet Financial
Minnesota
$16.2M +$552K +10,814 +4%
ONST
47
Old North State Trust
North Carolina
$16.1M +$308K +6,035 +2%
AWM
48
AE Wealth Management
Kansas
$16.1M +$4.26M +83,454 +36%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$16M -$3.27M -63,998 -17%
CAG
50
Crestwood Advisors Group
Massachusetts
$15.9M -$362K -7,084 -2%
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