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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 %
AFAS
151
Acorn Financial Advisory Services
Virginia
$1.67M +$595K +11,590 +55%
Natixis Advisors
152
Natixis Advisors
Massachusetts
$1.67M -$422K -8,229 -20%
OBWG
153
Onyx Bridge Wealth Group
New York
$1.66M +$917K +17,872 +124%
SC
154
Savant Capital
Illinois
$1.63M -$147K -2,874 -8%
WDG
155
Wealth Dimensions Group
Ohio
$1.63M +$5.95K +116 +0.4%
Wealth Enhancement Advisory Services
156
Wealth Enhancement Advisory Services
Minnesota
$1.62M +$98.4K +1,918 +6%
AWA
157
Arete Wealth Advisors
Illinois
$1.58M +$1.58M +35,244 New
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$1.56M -$176K -3,425 -10%
WCG
159
Weaver Consulting Group
California
$1.54M -$1.63M -31,792 -51%
IF
160
Intrua Financial
Texas
$1.54M +$501K +9,790 +48%
BRWM
161
B. Riley Wealth Management
Tennessee
$1.53M +$20.5K +400 +1%
VNA
162
Valley National Advisers
Pennsylvania
$1.5M -$258K -5,031 -15%
WWM
163
Western Wealth Management
Colorado
$1.44M +$271K +5,291 +23%
PP
164
PDS Planning
Ohio
$1.39M +$92.7K +1,808 +7%
SWM
165
Spire Wealth Management
Virginia
$1.36M -$817K -15,928 -38%
WTB
166
Washington Trust Bank
Washington
$1.29M +$36.1K +703 +3%
EAM
167
Eukles Asset Management
Ohio
$1.26M +$9.69K +189 +0.8%
RCAG
168
Rehmann Capital Advisory Group
Michigan
$1.23M -$47.3K -922 -4%
WFAG
169
Wescott Financial Advisory Group
Pennsylvania
$1.23M +$176K +3,420 +17%
WP
170
WealthSource Partners
California
$1.21M -$32.2K -627 -3%
OIA
171
OneDigital Investment Advisors
Kansas
$1.13M +$41.3K +805 +4%
NFG
172
Next Financial Group
Texas
$1.11M +$429K +8,368 +63%
PJSIMP
173
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.1M +$18.3K +356 +2%
LF
174
Lee Financial
Texas
$1.08M – – –
Jane Street
175
Jane Street
New York
$1.08M +$1.08M +20,987 New
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