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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.

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 %
WANY
126
Wealthspire Advisors (New York)
New York
$4.05M -$99.1K -1,965 -2%
BWM
127
Boyd Wealth Management
California
$4.01M +$4.01M +79,422 New
FSWA
128
Financial Synergies Wealth Advisors
Texas
$3.64M +$3.64M +72,171 New
LFAS
129
Level Four Advisory Services
Texas
$3.59M +$3.59M +71,277 New
GSIS
130
Global Strategic Investment Solutions
Arizona
$3.56M -$240K -4,766 -6%
HWA
131
HHM Wealth Advisors
Tennessee
$3.49M +$37.6K +745 +1%
MAG
132
MRA Advisory Group
New Jersey
$3.36M +$136K +2,692 +4%
WP
133
WealthShield Partners
North Carolina
$3.21M +$25.9K +514 +0.8%
AWE
134
Avidian Wealth Enterprises
Texas
$3.17M +$42.1K +835 +1%
GPA
135
Guidance Point Advisors
Massachusetts
$3.15M -$82K -1,627 -3%
CHC
136
City Holding Co
West Virginia
$2.85M +$164K +3,314 +6%
RK
137
Rather & Kittrell
Tennessee
$2.79M +$2.79M +55,363 New
DTIM
138
Danda Trouve Investment Management
Kansas
$2.71M -$172K -3,402 -6%
SVWAG
139
Sound View Wealth Advisors Group
Georgia
$2.56M +$355K +7,032 +16%
HNWAG
140
High Net Worth Advisory Group
Florida
$2.52M +$2.52M +49,917 New
KAS
141
Kestra Advisory Services
Texas
$2.5M -$519K -10,280 -17%
JWM
142
JGP Wealth Management
Oregon
$2.48M +$490K +9,750 +25%
LWAC
143
Laurel Wealth Advisors (California)
California
$2.48M +$2.48M +49,185 New
SIC
144
Samalin Investment Counsel
New York
$2.48M +$142K +2,810 +6%
BWM
145
BCGM Wealth Management
Indiana
$2.46M -$6.68M -132,557 -73%
ZIMP
146
Zimmermann Investment Management & Planning
Pennsylvania
$2.45M +$2.45M +48,529 New
SIM
147
Studio Investment Management
Illinois
$2.42M +$2.12M +42,015 +697%
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$2.36M +$88.2K +1,749 +4%
EC
149
Exelon Corporation
Illinois
$2.34M +$2.34M +46,459 New
HL
150
HeadInvest LLC
Maine
$2.33M +$443K +8,780 +23%
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6
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