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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 %
William Blair & Company
176
William Blair & Company
Illinois
$1.03M – – –
NIC
177
Northwest Investment Counselors
Oregon
$1.03M -$25.3K -493 -2%
MW
178
Marcum Wealth
Ohio
$1.02M +$70.7K +1,378 +7%
CAM
179
Cozad Asset Management
Illinois
$971K +$302K +5,895 +45%
TA
180
Townsend & Associates
Colorado
$922K +$19.7K +385 +2%
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$916K +$667 +13 +0.1%
PWM
182
PBMares Wealth Management
Virginia
$910K +$10.4K +203 +1%
VFIC
183
Valley Forge Investment Consultants
Pennsylvania
$901K +$3.74K +73 +0.4%
IF
184
IRON Financial
Illinois
$870K -$68.8K -1,341 -7%
EWA
185
Exencial Wealth Advisors
Oklahoma
$851K -$25.6K -500 -3%
WCM
186
Whitener Capital Management
North Carolina
$848K -$3.59K -70 -0.4%
BRWA
187
B. Riley Wealth Advisors
Florida
$845K +$68.3K +1,331 +9%
HH
188
Hilltop Holdings
Texas
$825K -$679K -13,242 -45%
MAWCM
189
Mine & Arao Wealth Creation & Management
California
$812K -$11.3K -221 -1%
ISL
190
Ingalls & Snyder LLC
New York
$797K – – –
SFG
191
StrategIQ Financial Group
Indiana
$781K -$1.38K -27 -0.2%
CB
192
Commerce Bank
Missouri
$742K -$4.67K -91 -0.6%
Citigroup
193
Citigroup
New York
$737K -$49.9K -973 -6%
EM
194
Excalibur Management
Massachusetts
$724K +$724K +14,115 New
QCM
195
Quest Capital Management
Texas
$709K -$205 -4 -0%
SIAG
196
Safeguard Investment Advisory Group
California
$707K +$707K +13,803 New
AWC
197
Abundance Wealth Counselors
Pennsylvania
$698K -$376K -7,321 -35%
CIBC World Market
198
CIBC World Market
Ontario, Canada
$694K -$10.7K -208 -2%
NCM
199
Northwest Capital Management
Oregon
$675K -$391K -7,603 -37%
MI
200
Moneywise Inc
Virginia
$661K -$126K -2,450 -16%
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