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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
IWC
101
Integrated Wealth Concepts
Massachusetts
$5.64M -$1.88M -37,218 -25%
BA
102
Bellwether Advisors
Nebraska
$5.51M -$217K -4,297 -4%
UCFA
103
United Capital Financial Advisors
Texas
$5.4M -$337K -6,673 -6%
TCM
104
TD Capital Management
Tennessee
$5.3M +$328K +6,508 +7%
AFAS
105
Acorn Financial Advisory Services
Virginia
$5.18M +$2.3M +45,480 +80%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$5.16M -$390K -7,732 -7%
KPWS
107
Kestra Private Wealth Services
Texas
$5.13M -$369K -7,327 -7%
CCG
108
Cypress Capital Group
Florida
$5.13M -$145K -2,868 -3%
F
109
F3Logic
Minnesota
$5.06M -$99.9K -1,981 -2%
WA
110
Wilshire Advisors
California
$5.04M -$94K -1,864 -2%
CWP
111
Corepath Wealth Partners
Arizona
$4.86M +$107K +2,138 +2%
MFS
112
Madrona Financial Services
Washington
$4.72M +$58.3K +1,155 +1%
BWM
113
Birchcreek Wealth Management
Ohio
$4.67M -$69.4K -1,377 -1%
KFGK
114
Keystone Financial Group (Kentucky)
Kentucky
$4.66M +$192K +3,803 +4%
SFG
115
Sunburst Financial Group
Alabama
$4.45M +$2.52M +50,052 +131%
FF
116
FourThought Financial
Florida
$4.39M -$851K -16,871 -16%
COCM
117
Charter Oak Capital Management
New Hampshire
$4.37M +$322K +6,386 +8%
PBO
118
Peoples Bank (Ohio)
Ohio
$4.34M +$87.4K +1,733 +2%
CAN
119
Cetera Advisor Networks
California
$4.3M -$4.13M -81,822 -49%
SWP
120
Summit Wealth Partners
Florida
$4.28M +$215K +4,269 +5%
MCWS
121
McKinley Carter Wealth Services
West Virginia
$4.25M +$532K +10,556 +14%
AO
122
Advisor OS
Illinois
$4.1M -$95.9K -1,901 -2%
CMBA
123
C.M. Bidwell & Associates
Hawaii
$4.09M +$22.2K +440 +0.5%
FHB
124
First Hawaiian Bank
Hawaii
$4.09M +$22.2K +440 +0.5%
RIM
125
Rockbridge Investment Management
New York
$4.06M -$467K -9,258 -10%
3 4
5
6 7