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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 %
MML Investors Services
51
MML Investors Services
Massachusetts
$15.1M -$5.03M -98,576 -25%
CTB
52
Country Trust Bank
Illinois
$15M – – –
SWP
53
Stratos Wealth Partners
Ohio
$14.7M +$137K +2,691 +0.9%
CL
54
CIM LLC
New York
$14.3M +$2.33M +45,937 +20%
AWS
55
AJ Wealth Strategies
New York
$13.8M +$4.6M +89,980 +50%
PAI
56
Pittenger & Anderson Inc
Nebraska
$13.7M +$1.85M +36,134 +16%
OBWG
57
Onyx Bridge Wealth Group
New York
$13.2M +$11.5M +227,057 +703%
Creative Planning
58
Creative Planning
Kansas
$13M +$11.1M +218,003 +594%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$12.9M +$1.89M +37,024 +17%
CFS
60
Cannon Financial Strategists
Georgia
$12.8M +$616K +12,071 +5%
OFG
61
Omega Financial Group
California
$12.7M +$684K +13,392 +6%
HI
62
Harbour Investments
Wisconsin
$12.4M +$957K +18,739 +8%
SPC
63
Sigma Planning Corp
Michigan
$11.7M +$228K +4,469 +2%
CFA
64
Carroll Financial Associates
North Carolina
$11.7M +$1.56M +30,534 +15%
LWA
65
LWS Wealth Advisors
New Jersey
$11.6M -$3.52K -69 -0%
NS
66
Newman & Schimel
Illinois
$11.4M +$2.08M +40,773 +22%
AFG
67
Arkansas Financial Group
Arkansas
$11.1M +$82.8K +1,622 +0.7%
MMA
68
Miracle Mile Advisors
California
$11.1M +$11.1M +217,511 New
SWP
69
ShoreHaven Wealth Partners
New Jersey
$11M +$1.01M +19,748 +10%
IIC
70
Ironwood Investment Counsel
Arizona
$10.6M +$2.26M +44,213 +27%
CWM
71
Cranbrook Wealth Management
Michigan
$10.5M +$711K +13,930 +7%
BAAM
72
Baker Avenue Asset Management
California
$10.4M +$14.2K +279 +0.1%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$10.3M -$611K -11,969 -6%
WWM
74
Windsor Wealth Management
Indiana
$10.2M -$47.1K -923 -0.5%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$10.2M +$187K +3,667 +2%
1 2
3
4 5