ISTB icon

iShares Core 1-5 Year USD Bond ETF

312 hedge funds and large institutions have $2.89B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 135 increasing their positions, 71 reducing their positions, and 23 closing their positions.

Holders
312
Holders Change
+41
Holders Change %
+15.13%
% of All Funds
5.54%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.53%
New
66
Increased
135
Reduced
71
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MW
51
MBL Wealth
North Carolina
$10.9M +$10.9M +211,820 New
CAN
52
Cetera Advisor Networks
California
$10.7M +$820K +15,876 +8%
WWM
53
Windsor Wealth Management
Indiana
$10.4M +$276K +5,354 +3%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$9.83M +$1.33M +25,720 +16%
BAAM
55
Baker Avenue Asset Management
California
$9.68M -$157K -3,049 -2%
PAI
56
Pittenger & Anderson Inc
Nebraska
$9.58M +$1.27M +24,557 +15%
HCM
57
Hengehold Capital Management
Ohio
$9.46M +$575K +11,136 +6%
SWP
58
ShoreHaven Wealth Partners
New Jersey
$9.27M +$9.27M +179,414 New
SIAM
59
Sterling Investment Advisors (Missouri)
Missouri
$9.26M +$2.33M +45,055 +34%
CL
60
CIM LLC
New York
$9.19M +$2.31M +44,680 +34%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$8.81M +$634K +12,303 +8%
MWC
62
MBM Wealth Consultants
Missouri
$7.77M +$7.77M +150,450 New
CFA
63
Carroll Financial Associates
North Carolina
$7.54M +$2.18M +42,176 +41%
RJT
64
Raymond James Trust
Florida
$7.46M +$43.1K +835 +0.6%
BWM
65
BCGM Wealth Management
Indiana
$7.11M +$7.11M +137,762 New
CWM
66
Cranbrook Wealth Management
Michigan
$7.03M +$498K +9,646 +8%
MA
67
Mutual Advisors
Nebraska
$6.99M +$694K +13,445 +11%
CWM
68
Cahaba Wealth Management
Georgia
$6.89M -$184K -3,562 -3%
SAMC
69
Spectrum Asset Management (California)
California
$6.86M -$1.73M -33,465 -20%
PFT
70
Providence First Trust
Arizona
$6.67M +$2.01M +38,985 +43%
CPSC
71
Carl P. Sherr & Co
Massachusetts
$6.58M +$571K +11,062 +10%
HighTower Advisors
72
HighTower Advisors
Illinois
$6.48M +$196K +3,797 +3%
LWA
73
LWS Wealth Advisors
New Jersey
$6.43M +$2.97M +57,524 +86%
BA
74
Bellwether Advisors
Nebraska
$6.39M +$6.39M +123,694 New
UCFA
75
United Capital Financial Advisors
Texas
$6.36M +$25K +485 +0.4%