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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

312 hedge funds and large institutions have $2.89B invested in iShares Core 1-5 Year USD Bond ETF in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 135 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+41
Holders Change %
+15.13%
% of All Funds
5.54%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.53%
New
66
Increased
135
Reduced
71
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
Acorns Advisers
California
$209M
2
RJA
Raymond James & Associates
Florida
$723M
3
Citadel Advisors
Citadel Advisors
Florida
$12M
4
Bank of America
Bank of America
North Carolina
$135M
5
IWC
Integrated Wealth Concepts
Massachusetts
$13M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$155M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$20M
3
MAFM
Mid Atlantic Financial Management
Pennsylvania
$12.3M
4
UBS Group
UBS Group
Switzerland
$91.1M
5
PAG
Private Advisor Group
New Jersey
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMDI
176
R.M. Davis Inc
Maine
$821K +$349K +6,755 +74%
RA
177
RFG Advisory
Alabama
$811K +$232K +4,498 +40%
RCA
178
Rowland Carmichael Advisors
Arizona
$806K -$1.93M -37,377 -71%
SFG
179
StrategIQ Financial Group
Indiana
$793K -$16.7K -323 -2%
MI
180
Moneywise Inc
Virginia
$791K +$1.6K +31 +0.2%
ACA
181
Ackerman Capital Advisors
Texas
$790K -$502K -9,717 -39%
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$756K +$630K +12,205 +502%
EIA
183
Eldridge Investment Advisors
New Hampshire
$724K +$724K +14,027 New
WP
184
WealthPLAN Partners
Nebraska
$653K +$653K +12,646 New
ANTB
185
AMG National Trust Bank
Colorado
$647K +$647K +12,536 New
CA
186
Cetera Advisors
Colorado
$628K -$206K -3,988 -25%
VC
187
Veracity Capital
Georgia
$618K -$964K -18,652 -61%
SS
188
Sunbelt Securities
Texas
$610K +$610K +11,820 New
HB
189
Homrich & Berg
Georgia
$596K -$12.9K -250 -2%
FHC
190
First Heartland Consultants
Missouri
$589K +$1.96K +38 +0.3%
PWS
191
Paragon Wealth Strategies
Florida
$574K +$574K +11,109 New
SAM
192
Summit Asset Management
Tennessee
$513K +$305K +5,904 +147%
TAM
193
Tocqueville Asset Management
New York
$485K – – –
BOPW
194
Brandywine Oak Private Wealth
Pennsylvania
$478K +$1.76K +34 +0.4%
CIA
195
Choate Investment Advisors
Massachusetts
$443K – – –
WFM
196
Wolff Financial Management
Michigan
$405K -$11.9K -231 -3%
QCIG
197
Quad-Cities Investment Group
Iowa
$403K -$136K -2,634 -25%
OCM
198
Osterweis Capital Management
California
$399K -$323K – –
CPIA
199
Cornell Pochily Investment Advisors
New York
$398K +$110K +2,123 +38%
WJA
200
Willis Johnson & Associates
Texas
$395K +$395K +7,649 New
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