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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 Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$5.62M 110,090 +22,839 +26%
KPWS
102
Kestra Private Wealth Services
Texas
$5.57M 109,121 +71,944 +194%
CCG
103
Cypress Capital Group
Florida
$5.34M 104,605 +18,871 +22%
FF
104
FourThought Financial
Florida
$5.3M 103,852 +12,739 +14%
F
105
F3Logic
Minnesota
$5.22M 102,238 -230 -0.2%
WA
106
Wilshire Advisors
California
$5.2M 101,857 +101,857 New
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$5.08M 99,427 +10,800 +12%
TCM
108
TD Capital Management
Tennessee
$5.03M 98,541 +58,190 +144%
CWP
109
Corepath Wealth Partners
Arizona
$4.83M 94,759 +2,865 +3%
BPA
110
Beacon Pointe Advisors
California
$4.83M 94,520 +83,173 +733%
BWM
111
Birchcreek Wealth Management
Ohio
$4.79M 93,874 +2,942 +3%
MFS
112
Madrona Financial Services
Washington
$4.72M 92,355 +4,514 +5%
RIM
113
Rockbridge Investment Management
New York
$4.58M 89,715 +11,017 +14%
KFGK
114
Keystone Financial Group (Kentucky)
Kentucky
$4.52M 88,519 +13,006 +17%
Jane Street
115
Jane Street
New York
$4.51M 88,229 +67,242 +320%
PBO
116
Peoples Bank (Ohio)
Ohio
$4.3M 84,256 -6,643 -7%
AO
117
Advisor OS
Illinois
$4.25M 83,236 +83,236 New
WANY
118
Wealthspire Advisors (New York)
New York
$4.2M 82,212 +40,908 +99%
SWP
119
Summit Wealth Partners
Florida
$4.12M 80,678 +1,926 +2%
CMBA
120
C.M. Bidwell & Associates
Hawaii
$4.12M 80,640 +6,485 +9%
FHB
121
First Hawaiian Bank
Hawaii
$4.12M 80,640 +6,485 +9%
COCM
122
Charter Oak Capital Management
New Hampshire
$4.1M 80,177 +6,153 +8%
GSIS
123
Global Strategic Investment Solutions
Arizona
$3.84M 75,275 – –
LFF
124
Level Four Financial
Texas
$3.77M 73,868 -809 -1%
MCWS
125
McKinley Carter Wealth Services
West Virginia
$3.76M 73,659 +8,455 +13%
3 4
5
6 7