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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

326 hedge funds and large institutions have $2.97B invested in iShares Core 1-5 Year USD Bond ETF in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 87 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+14
Holders Change %
+4.49%
% of All Funds
5.74%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.55%
New
46
Increased
145
Reduced
87
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
Acorns Advisers
California
$240M
2
AF
Allworth Financial
California
$31.5M
3
Mariner
Mariner
Kansas
$71.7M
4
Bank of America
Bank of America
North Carolina
$151M
5
Morgan Stanley
Morgan Stanley
New York
$95.3M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$589M
2
Charles Schwab
Charles Schwab
California
$0
3
PP
Prosperity Planning
Missouri
$20.1M
4
SAF
Smith Anglin Financial
Texas
$513K
5
GSIS
Global Strategic Investment Solutions
Arizona
$6.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
176
PBMares Wealth Management
Virginia
$900K -$69.8K -1,360 -7%
VFIC
177
Valley Forge Investment Consultants
Pennsylvania
$897K +$2.72K +53 +0.3%
EWA
178
Exencial Wealth Advisors
Oklahoma
$877K -$103 -2 -0%
WCM
179
Whitener Capital Management
North Carolina
$852K -$5.13K -100 -0.6%
WA
180
Wilshire Advisors
California
$830K +$830K +16,178 New
MAWCM
181
Mine & Arao Wealth Creation & Management
California
$824K +$1.03K +20 +0.1%
OIA
182
Optimum Investment Advisors
Illinois
$800K -$17.9K -350 -2%
ISL
183
Ingalls & Snyder LLC
New York
$797K +$553K +10,785 +227%
Citigroup
184
Citigroup
New York
$787K -$30.3K -590 -4%
MI
185
Moneywise Inc
Virginia
$787K +$770 +15 +0.1%
SFG
186
StrategIQ Financial Group
Indiana
$783K -$4.57K -89 -0.6%
BRWA
187
B. Riley Wealth Advisors
Florida
$776K +$776K +15,126 New
ACA
188
Ackerman Capital Advisors
Texas
$753K -$31.4K -613 -4%
CB
189
Commerce Bank
Missouri
$747K +$747K +14,553 New
RA
190
RFG Advisory
Alabama
$740K -$66.2K -1,292 -8%
OBWG
191
Onyx Bridge Wealth Group
New York
$739K -$953K -18,584 -56%
MCC
192
Money Concepts Capital
Florida
$712K +$442K +8,607 +163%
QCM
193
Quest Capital Management
Texas
$710K -$368K -7,175 -34%
CIBC World Market
194
CIBC World Market
Ontario, Canada
$704K -$134K -2,610 -16%
NFG
195
Next Financial Group
Texas
$681K +$681K +13,287 New
CAL
196
Capital Analysts LLC
Pennsylvania
$680K +$680K +13,268 New
CAM
197
Cozad Asset Management
Illinois
$669K +$669K +13,035 New
DP
198
Denver PWM
Colorado
$658K +$450K +8,730 +217%
Cetera Investment Advisers
199
Cetera Investment Advisers
Illinois
$632K +$270K +5,266 +75%
AA
200
Advisory Alpha
Michigan
$624K +$624K +12,173 New
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8
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