ISTB icon

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 %
CL
51
CIM LLC
New York
$12M +$1.56M +30,362 +15%
MA
52
Mutual Advisors
Nebraska
$12M -$449K -8,750 -4%
IWC
53
Integrated Wealth Concepts
Massachusetts
$12M -$201K -3,914 -2%
PAI
54
Pittenger & Anderson Inc
Nebraska
$12M +$1.41M +27,536 +13%
AWM
55
AE Wealth Management
Kansas
$11.9M -$778K -15,159 -6%
LWA
56
LWS Wealth Advisors
New Jersey
$11.6M +$2.65M +51,697 +29%
HI
57
Harbour Investments
Wisconsin
$11.5M +$10.4M +203,336 +961%
SPC
58
Sigma Planning Corp
Michigan
$11.5M +$693K +13,518 +6%
AFG
59
Arkansas Financial Group
Arkansas
$11.1M +$61.8K +1,204 +0.6%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$11.1M +$1.15M +22,431 +12%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$11M +$4.15M +80,916 +61%
BAAM
62
Baker Avenue Asset Management
California
$10.4M +$1.25M +24,331 +14%
WWM
63
Windsor Wealth Management
Indiana
$10.3M -$123K -2,395 -1%
CFA
64
Carroll Financial Associates
North Carolina
$10.2M +$964K +18,789 +10%
SWP
65
ShoreHaven Wealth Partners
New Jersey
$10.1M +$566K +11,027 +6%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$10M +$101K +1,979 +1%
SGI
67
Summit Global Investments
Utah
$9.84M -$1.54M -30,003 -14%
CWM
68
Cranbrook Wealth Management
Michigan
$9.8M +$1.15M +22,367 +13%
NS
69
Newman & Schimel
Illinois
$9.36M +$2.53M +49,318 +37%
CFD
70
Creative Financial Designs
Indiana
$9.25M +$1.95M +38,114 +27%
AWS
71
AJ Wealth Strategies
New York
$9.23M +$4.18M +81,440 +83%
BWM
72
BCGM Wealth Management
Indiana
$9.02M +$1.16M +22,665 +15%
MWC
73
MBM Wealth Consultants
Missouri
$8.91M -$1.56M -30,515 -15%
CPSC
74
Carl P. Sherr & Co
Massachusetts
$8.76M +$2.01M +39,183 +30%
PP
75
Palladium Partners
Virginia
$8.61M +$1.43M +27,875 +20%
1 2
3
4 5