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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 Market Value Shares Shares
Change 		Shares
Change %
CCG
101
Cypress Capital Group
Florida
$4.4M 85,734 +6,309 +8%
RWP
102
Ridgecrest Wealth Partners
California
$4.19M 81,755 +77,830 +1,983%
SWP
103
Summit Wealth Partners
Florida
$4.04M 78,752 +3,743 +5%
RIM
104
Rockbridge Investment Management
New York
$4.04M 78,698 +16,813 +27%
DI
105
DAGCO Inc
Ohio
$3.97M 77,366 +54,755 +242%
KFGK
106
Keystone Financial Group (Kentucky)
Kentucky
$3.87M 75,513 +4,972 +7%
GSIS
107
Global Strategic Investment Solutions
Arizona
$3.86M 75,275 -44,117 -37%
LFF
108
Level Four Financial
Texas
$3.83M 74,677 +7,783 +12%
CMBA
109
C.M. Bidwell & Associates
Hawaii
$3.8M 74,155 +74,155 New
FHB
110
First Hawaiian Bank
Hawaii
$3.8M 74,155 +74,155 New
COCM
111
Charter Oak Capital Management
New Hampshire
$3.8M 74,024 +5,726 +8%
MCWS
112
McKinley Carter Wealth Services
West Virginia
$3.34M 65,204 +10,805 +20%
SCA
113
Snowden Capital Advisors
New York
$3.29M 64,071 +56,863 +789%
MAG
114
MRA Advisory Group
New Jersey
$3.23M 62,914 +11,560 +23%
DAS
115
Dynamic Advisor Solutions
Arizona
$3.21M 62,646 +2,899 +5%
HWA
116
HHM Wealth Advisors
Tennessee
$3.2M 62,447 +2,589 +4%
AWE
117
Avidian Wealth Enterprises
Texas
$3.19M 62,200 +62,200 New
DTIM
118
Danda Trouve Investment Management
Kansas
$2.97M 57,848 -2,058 -3%
GPA
119
Guidance Point Advisors
Massachusetts
$2.9M 56,461 +2,315 +4%
KAS
120
Kestra Advisory Services
Texas
$2.84M 55,329 +687 +1%
LWAC
121
Laurel Wealth Advisors (California)
California
$2.83M 55,263 +3,419 +7%
WP
122
WealthShield Partners
North Carolina
– – -34,597 Closed
EIA
123
Eldridge Investment Advisors
New Hampshire
$2.6M 50,676 -6,137 -11%
OMC
124
Old Mission Capital
Illinois
$2.57M 50,007 -6,613 -12%
SAMC
125
Spectrum Asset Management (California)
California
$2.47M 48,195 -7,632 -14%
3 4
5
6 7