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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 %
OPS
151
Orion Portfolio Solutions
Nebraska
$1.95M +$1.68M +32,842 +620%
Goldman Sachs
152
Goldman Sachs
New York
$1.92M +$24.3K +475 +1%
HL
153
HeadInvest LLC
Maine
$1.92M +$232K +4,540 +14%
NL
154
NWAM LLC
Washington
$1.81M -$163K -3,188 -8%
Wealth Enhancement Advisory Services
155
Wealth Enhancement Advisory Services
Minnesota
$1.77M +$167K +3,295 +10%
PA
156
PFG Advisors
Arizona
$1.73M +$1.73M +33,935 New
FPB
157
First PREMIER Bank
South Dakota
$1.68M -$201K -3,930 -11%
VC
158
Vicus Capital
Pennsylvania
$1.67M -$153 -3 -0%
BRWM
159
B. Riley Wealth Management
Tennessee
$1.64M +$120K +2,350 +8%
WIA
160
World Investment Advisors
California
$1.64M -$335K -6,551 -17%
WDG
161
Wealth Dimensions Group
Ohio
$1.62M – – –
SIAG
162
Safeguard Investment Advisory Group
California
$1.59M +$885K +17,338 +126%
SC
163
Savant Capital
Illinois
$1.56M -$64.2K -1,258 -4%
LPT
164
Legacy Private Trust
Wisconsin
$1.55M -$688K -13,481 -31%
SAMC
165
Spectrum Asset Management (California)
California
$1.54M -$918K -17,983 -37%
IF
166
Intrua Financial
Texas
$1.53M +$10.3K +202 +0.7%
Natixis Advisors
167
Natixis Advisors
Massachusetts
$1.5M -$156K -3,059 -9%
VNA
168
Valley National Advisers
Pennsylvania
$1.48M -$14.9K -292 -1%
CCA
169
Column Capital Advisors
Indiana
$1.46M -$603K -11,807 -29%
PP
170
PDS Planning
Ohio
$1.38M -$6.08K -119 -0.4%
HH
171
Hilltop Holdings
Texas
$1.37M +$545K +10,670 +66%
SWM
172
Spire Wealth Management
Virginia
$1.36M +$51 +1 +0%
EAM
173
Eukles Asset Management
Ohio
$1.34M +$83.3K +1,632 +7%
OIA
174
OneDigital Investment Advisors
Kansas
$1.32M +$194K +3,800 +17%
CWM
175
Cornerstone Wealth Management
Missouri
$1.29M +$1.29M +25,188 New
5 6
7
8 9