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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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab
California
$181M
2
BlackRock
BlackRock
New York
$77.4M
3
ST
Smithfield Trust
Pennsylvania
$50M
4
AA
Acorns Advisers
California
$295M
5
GWM
Geneos Wealth Management
Colorado
$22.7M

Top Sellers

1
PP
Prosperity Planning
Missouri
$24.3M
2
RCS
Retirement Capital Strategies
California
$0
3
PFM
Phillips Financial Management
Indiana
$23.5M
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
MML Investors Services
MML Investors Services
Massachusetts
$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
126
Advisory Services Network
Georgia
$3.74M -$1M -19,659 -21%
HWA
127
HHM Wealth Advisors
Tennessee
$3.5M +$309K +6,042 +10%
SCA
128
Snowden Capital Advisors
New York
$3.33M +$54.1K +1,059 +2%
GPA
129
Guidance Point Advisors
Massachusetts
$3.28M +$393K +7,703 +14%
MAG
130
MRA Advisory Group
New Jersey
$3.26M +$51.3K +1,004 +2%
WP
131
WealthShield Partners
North Carolina
$3.22M +$3.22M +63,099 New
AWE
132
Avidian Wealth Enterprises
Texas
$3.17M -$6.74K -132 -0.2%
KAS
133
Kestra Advisory Services
Texas
$3.06M +$230K +4,495 +8%
AA
134
Advisory Alpha
Michigan
$2.97M +$2.37M +46,382 +391%
AFAS
135
Acorn Financial Advisory Services
Virginia
$2.92M +$1.25M +24,517 +75%
DTIM
136
Danda Trouve Investment Management
Kansas
$2.92M -$39.5K -773 -1%
DAS
137
Dynamic Advisor Solutions
Arizona
$2.81M -$392K -7,668 -12%
CHC
138
City Holding Co
West Virginia
$2.78M +$491K +9,617 +21%
Stifel Financial
139
Stifel Financial
Missouri
$2.66M +$328K +6,429 +14%
RA
140
RFG Advisory
Alabama
$2.58M +$295K +5,770 +13%
SIC
141
Samalin Investment Counsel
New York
$2.36M +$315K +6,179 +15%
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$2.3M +$164K +3,214 +8%
OC
143
Oppenheimer & Co
New York
$2.29M +$430K +8,421 +23%
SVWAG
144
Sound View Wealth Advisors Group
Georgia
$2.23M -$80.5K -1,577 -3%
TLFA
145
True Link Financial Advisors
California
$2.2M -$39.2K -767 -2%
AA
146
Argent Advisors
Louisiana
$2.04M +$127K +2,488 +7%
EIA
147
Eldridge Investment Advisors
New Hampshire
$2.03M -$558K -10,944 -22%
JWM
148
JGP Wealth Management
Oregon
$2.03M +$199K +3,904 +11%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$2M +$445K +8,721 +29%
SFG
150
Sunburst Financial Group
Alabama
$1.95M +$204K +3,989 +12%
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6
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