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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

312 hedge funds and large institutions have $2.89B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 135 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+41
Holders Change %
+15.13%
% of All Funds
5.54%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.53%
New
66
Increased
135
Reduced
71
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
Acorns Advisers
California
$209M
2
RJA
Raymond James & Associates
Florida
$723M
3
Citadel Advisors
Citadel Advisors
Florida
$12M
4
Bank of America
Bank of America
North Carolina
$135M
5
IWC
Integrated Wealth Concepts
Massachusetts
$13M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$155M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$20M
3
MAFM
Mid Atlantic Financial Management
Pennsylvania
$12.3M
4
UBS Group
UBS Group
Switzerland
$91.1M
5
PAG
Private Advisor Group
New Jersey
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
126
Dynamic Advisor Solutions
Arizona
$2.03M +$822K +15,921 +68%
Natixis Advisors
127
Natixis Advisors
Massachusetts
$2.01M +$155K +3,003 +8%
JWCA
128
J.W. Cole Advisors
Florida
$1.96M +$1.96M +37,862 New
AIC
129
Ameritas Investment Company
Nebraska
$1.94M +$1.94M +37,670 New
SIC
130
Samalin Investment Counsel
New York
$1.92M +$194K +3,760 +11%
SC
131
Savant Capital
Illinois
$1.88M -$200K -3,880 -10%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$1.85M +$150K +2,904 +9%
KPWS
133
Kestra Private Wealth Services
Texas
$1.84M +$309K +5,988 +20%
TLFA
134
True Link Financial Advisors
California
$1.78M +$1.78M +34,386 New
MAA
135
Matrix Asset Advisors
New York
$1.76M +$668K +12,931 +61%
OBWG
136
Onyx Bridge Wealth Group
New York
$1.7M +$1.7M +32,999 New
HL
137
HeadInvest LLC
Maine
$1.67M +$1.67M +32,245 New
WDG
138
Wealth Dimensions Group
Ohio
$1.66M +$1.66M +32,094 New
PP
139
PDS Planning
Ohio
$1.63M -$37.6K -729 -2%
VC
140
Vicus Capital
Pennsylvania
$1.6M +$678K +13,131 +74%
AA
141
Argent Advisors
Louisiana
$1.58M +$249K +4,816 +19%
SVWAG
142
Sound View Wealth Advisors Group
Georgia
$1.55M +$36.6K +709 +2%
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$1.46M +$20.9K +404 +1%
HH
144
Hilltop Holdings
Texas
$1.4M -$1.27M -24,529 -48%
SFG
145
Sunburst Financial Group
Alabama
$1.35M +$434K +8,403 +47%
PJSIMP
146
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.35M -$40.4K -782 -3%
EAM
147
Eukles Asset Management
Ohio
$1.31M +$78.1K +1,513 +6%
JWM
148
JGP Wealth Management
Oregon
$1.3M +$154K +2,985 +13%
RCAG
149
Rehmann Capital Advisory Group
Michigan
$1.28M +$39.8K +771 +3%
WTB
150
Washington Trust Bank
Washington
$1.26M +$3.51K +68 +0.3%
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