ISTB icon

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.

New
Increased
Maintained
Reduced
Closed
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
Campbell Wealth Management
Virginia
$73.2M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$58.2M
3
ISG
Investment Security Group
Colorado
$35.5M
4
RJA
Raymond James & Associates
Florida
$623M
5
AA
Acorns Advisers
California
$272M

Top Sellers

1
KOC
Koss-Olinger Consulting
Florida
$29.8M
2
PP
Prosperity Planning
Missouri
$22.8M
3
ST
Spinnaker Trust
Maine
$41.3M
4
Ameriprise
Ameriprise
Minnesota
$152M
5
Creative Planning
Creative Planning
Kansas
$1.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMG
126
Strategic Wealth Management Group
Maryland
$2.4M +$49.9K +972 +2%
Stifel Financial
127
Stifel Financial
Missouri
$2.34M +$838K +16,338 +56%
SVWAG
128
Sound View Wealth Advisors Group
Georgia
$2.32M -$794K -15,483 -25%
CHC
129
City Holding Co
West Virginia
$2.3M +$2.02M +39,315 +716%
RA
130
RFG Advisory
Alabama
$2.3M +$1.55M +30,312 +210%
TLFA
131
True Link Financial Advisors
California
$2.25M +$255K +4,975 +13%
LPT
132
Legacy Private Trust
Wisconsin
$2.24M +$13.2K +257 +0.6%
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$2.14M +$125K +2,446 +6%
WANY
134
Wealthspire Advisors (New York)
New York
$2.12M -$2.55M -49,775 -55%
TCM
135
TD Capital Management
Tennessee
$2.07M +$1.04M +20,342 +102%
CCA
136
Column Capital Advisors
Indiana
$2.07M – – –
SIC
137
Samalin Investment Counsel
New York
$2.06M -$257K -5,019 -11%
WIA
138
World Investment Advisors
California
$1.98M -$309K -6,031 -13%
NL
139
NWAM LLC
Washington
$1.98M -$4.16K -81 -0.2%
AA
140
Argent Advisors
Louisiana
$1.92M -$22.5K -438 -1%
Goldman Sachs
141
Goldman Sachs
New York
$1.91M – – –
KPWS
142
Kestra Private Wealth Services
Texas
$1.91M +$226K +4,411 +13%
FPB
143
First PREMIER Bank
South Dakota
$1.89M +$20.4K +397 +1%
Creative Planning
144
Creative Planning
Kansas
$1.88M -$5.04M -98,198 -73%
OC
145
Oppenheimer & Co
New York
$1.87M +$1.87M +36,463 New
JWM
146
JGP Wealth Management
Oregon
$1.83M +$285K +5,549 +18%
JWCA
147
J.W. Cole Advisors
Florida
$1.81M -$32.3K -630 -2%
SFG
148
Sunburst Financial Group
Alabama
$1.76M +$195K +3,794 +12%
HL
149
HeadInvest LLC
Maine
$1.69M -$250K -4,885 -13%
VC
150
Vicus Capital
Pennsylvania
$1.68M +$79.7K +1,554 +5%
4 5
6
7 8