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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

390 hedge funds and large institutions have $4.16B invested in iShares Core 1-5 Year USD Bond ETF in 2021 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 145 increasing their positions, 111 reducing their positions, and 36 closing their positions.

Holders
390
Holders Change
+41
Holders Change %
+11.75%
% of All Funds
6.02%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.66%
New
84
Increased
145
Reduced
111
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$78.6M
2
RJA
2
Raymond James & Associates
Florida
$666M
3
Ameriprise
3
Ameriprise
Minnesota
$178M
4
Morgan Stanley
4
Morgan Stanley
New York
$136M
5
AA
5
Acorns Advisers
California
$314M

Top Sellers

1
PP
1
Prosperity Planning
Missouri
$25.9M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$57.1M
3
ST
3
Smithfield Trust
Pennsylvania
$25.7M
4
CW
4
Connectus Wealth
Ohio
$0
5
MFA
5
McClarren Financial Advisors
Pennsylvania
$8.96M
Name Market Value Shares Shares
Change 		Shares
Change %
ONST
51
Old North State Trust
North Carolina
$16.2M 322,018 +6,302 +2%
CL
52
CIM LLC
New York
$15.8M 316,035 +35,097 +12%
KCM
53
Karp Capital Management
California
$15.4M 304,774 +304,774 New
OBWG
54
Onyx Bridge Wealth Group
New York
$15.1M 300,822 +41,478 +16%
PAI
55
Pittenger & Anderson Inc
Nebraska
$15.1M 299,304 +30,096 +11%
CAG
56
Crestwood Advisors Group
Massachusetts
$14.9M 296,054 -14,650 -5%
CTB
57
Country Trust Bank
Illinois
$14.8M 293,830 – –
MML Investors Services
58
MML Investors Services
Massachusetts
$14.8M 292,694 -2,431 -0.8%
OMC
59
Old Mission Capital
Illinois
$14.4M 285,328 +95,507 +50%
AWS
60
AJ Wealth Strategies
New York
$14.1M 278,948 +8,969 +3%
TAIM
61
TD Ameritrade Investment Management
Nebraska
$13.5M 266,733 -219,031 -45%
OFG
62
Omega Financial Group
California
$13M 257,776 +8,474 +3%
SWP
63
Stratos Wealth Partners
Ohio
$12.7M 251,930 -35,956 -12%
BFA
64
Buttonwood Financial Advisors
Maryland
$12.5M 247,738 +247,738 New
CFS
65
Cannon Financial Strategists
Georgia
$12.3M 244,587 -6,367 -3%
LWA
66
LWS Wealth Advisors
New Jersey
$12.1M 240,433 +13,405 +6%
MMA
67
Miracle Mile Advisors
California
$11.7M 232,329 +14,818 +7%
CWM
68
Cranbrook Wealth Management
Michigan
$11.7M 232,161 +27,137 +13%
WDG
69
Wealth Dimensions Group
Ohio
$11.7M 232,036 +200,293 +631%
AFG
70
Arkansas Financial Group
Arkansas
$11.2M 223,034 +4,923 +2%
HI
71
Harbour Investments
Wisconsin
$11.2M 222,896 -20,329 -8%
SPC
72
Sigma Planning Corp
Michigan
$11.1M 220,648 -8,045 -4%
SWP
73
ShoreHaven Wealth Partners
New Jersey
$10.9M 216,739 +825 +0.4%
IIC
74
Ironwood Investment Counsel
Arizona
$10.6M 209,810 +2,523 +1%
CFD
75
Creative Financial Designs
Indiana
$10.6M 209,193 +11,767 +6%
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