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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.

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 Market Value Shares Shares
Change 		Shares
Change %
MW
51
MBL Wealth
North Carolina
$11.1M 217,166 +5,346 +3%
AFG
52
Arkansas Financial Group
Arkansas
$11M 215,285 -330 -0.2%
SPC
53
Sigma Planning Corp
Michigan
$10.8M 210,706 +127,776 +154%
PAI
54
Pittenger & Anderson Inc
Nebraska
$10.5M 205,538 +19,968 +11%
CL
55
CIM LLC
New York
$10.5M 204,639 +26,628 +15%
MWC
56
MBM Wealth Consultants
Missouri
$10.5M 204,210 +53,760 +36%
WWM
57
Windsor Wealth Management
Indiana
$10.4M 203,525 +2,909 +1%
MAFM
58
Mid Atlantic Financial Management
Pennsylvania
$10.2M 198,926 -38,343 -16%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$9.92M 193,361 +3,028 +2%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$9.91M 193,231 +22,177 +13%
SWP
61
ShoreHaven Wealth Partners
New Jersey
$9.5M 185,139 +5,725 +3%
CFA
62
Carroll Financial Associates
North Carolina
$9.19M 179,219 +33,232 +23%
BAAM
63
Baker Avenue Asset Management
California
$9.18M 178,894 -8,600 -5%
SIAM
64
Sterling Investment Advisors (Missouri)
Missouri
$9.01M 175,641 -3,710 -2%
LWA
65
LWS Wealth Advisors
New Jersey
$9M 175,400 +50,884 +41%
CWM
66
Cranbrook Wealth Management
Michigan
$8.65M 168,727 +32,691 +24%
BWM
67
BCGM Wealth Management
Indiana
$7.86M 153,013 +15,251 +11%
CWM
68
Cahaba Wealth Management
Georgia
$7.3M 142,393 +9,067 +7%
CFD
69
Creative Financial Designs
Indiana
$7.3M 142,306 +24,379 +21%
PP
70
Palladium Partners
Virginia
$7.18M 140,032 +140,032 New
Creative Planning
71
Creative Planning
Kansas
$6.92M 134,901 +93,074 +223%
IIC
72
Ironwood Investment Counsel
Arizona
$6.87M 134,008 +27,211 +25%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$6.85M 133,591 +48,810 +58%
NS
74
Newman & Schimel
Illinois
$6.83M 133,220 +24,568 +23%
CPSC
75
Carl P. Sherr & Co
Massachusetts
$6.75M 131,633 +4,305 +3%
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3
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