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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 %
OFG
101
Omega Financial Group
California
$3.59M 69,891 +5,337 +8%
COCM
102
Charter Oak Capital Management
New Hampshire
$3.5M 68,298 +2,503 +4%
LFF
103
Level Four Financial
Texas
$3.43M 66,894 +24,016 +56%
RIM
104
Rockbridge Investment Management
New York
$3.17M 61,885 +18,525 +43%
WCG
105
Weaver Consulting Group
California
$3.17M 61,856 -17,531 -22%
SVWAG
106
Sound View Wealth Advisors Group
Georgia
$3.12M 60,773 +30,744 +102%
DTIM
107
Danda Trouve Investment Management
Kansas
$3.07M 59,906 -4,707 -7%
HWA
108
HHM Wealth Advisors
Tennessee
$3.07M 59,858 -27 -0%
DAS
109
Dynamic Advisor Solutions
Arizona
$3.06M 59,747 +20,389 +52%
MAA
110
Matrix Asset Advisors
New York
$2.98M 58,051 +23,918 +70%
EIA
111
Eldridge Investment Advisors
New Hampshire
$2.91M 56,813 +42,786 +305%
OMC
112
Old Mission Capital
Illinois
$2.9M 56,620 +56,620 New
SAMC
113
Spectrum Asset Management (California)
California
$2.86M 55,827 -77,088 -58%
KAS
114
Kestra Advisory Services
Texas
$2.8M 54,642 -3,451 -6%
MCWS
115
McKinley Carter Wealth Services
West Virginia
$2.79M 54,399 +54,399 New
GPA
116
Guidance Point Advisors
Massachusetts
$2.78M 54,146 +965 +2%
LWAC
117
Laurel Wealth Advisors (California)
California
$2.66M 51,844 +7,807 +18%
MAG
118
MRA Advisory Group
New Jersey
$2.63M 51,354 -2,952 -5%
WIA
119
Wealthstreet Investment Advisors
Texas
$2.47M 48,135 +200 +0.4%
ST
120
Smithfield Trust
Pennsylvania
$2.43M 47,275 +47,275 New
SWMG
121
Strategic Wealth Management Group
Maryland
$2.35M 45,859 – –
SIC
122
Samalin Investment Counsel
New York
$2.31M 45,119 +7,865 +21%
WIA
123
World Investment Advisors
California
$2.29M 44,691 -9,678 -18%
LPT
124
Legacy Private Trust
Wisconsin
$2.23M 43,476 +2,092 +5%
Natixis Advisors
125
Natixis Advisors
Massachusetts
$2.09M 40,739 +1,788 +5%
3 4
5
6 7