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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 %
WTB
176
Washington Trust Bank
Washington
$1.28M – – –
PIM
177
Provident Investment Management
Michigan
$1.28M +$689K +13,497 +116%
ISL
178
Ingalls & Snyder LLC
New York
$1.28M +$483K +9,450 +61%
RCAG
179
Rehmann Capital Advisory Group
Michigan
$1.24M +$13K +254 +1%
TA
180
Townsend & Associates
Colorado
$1.23M +$320K +6,297 +35%
WFAG
181
Wescott Financial Advisory Group
Pennsylvania
$1.23M +$6.38K +125 +0.5%
CAM
182
Cozad Asset Management
Illinois
$1.2M +$229K +4,495 +24%
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$1.18M +$1.18M +23,044 New
NFG
184
Next Financial Group
Texas
$1.17M +$59.3K +1,162 +5%
William Blair & Company
185
William Blair & Company
Illinois
$1.13M +$107K +2,093 +10%
LF
186
Lee Financial
Texas
$1.08M – – –
NIC
187
Northwest Investment Counselors
Oregon
$1.07M +$46.8K +917 +5%
MW
188
Marcum Wealth
Ohio
$1.03M +$16.9K +331 +2%
AWC
189
Abundance Wealth Counselors
Pennsylvania
$1.03M +$335K +6,551 +48%
WP
190
WealthSource Partners
California
$1.02M -$187K -3,671 -16%
VFIC
191
Valley Forge Investment Consultants
Pennsylvania
$992K +$94.4K +1,848 +11%
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$953K +$40.9K +801 +4%
AWM
193
Apollon Wealth Management
South Carolina
$928K +$409K +8,008 +79%
PWM
194
PBMares Wealth Management
Virginia
$896K -$10.5K -205 -1%
QCM
195
Quest Capital Management
Texas
$893K +$187K +3,663 +26%
PJSIMP
196
P.J. Schmidt Investment Management (PJS)
Wisconsin
$889K -$200K -3,931 -18%
WB
197
WesBanco Bank
West Virginia
$882K +$634K +12,417 +256%
SFS
198
Sowell Financial Services
Arkansas
$879K +$879K +17,203 New
WCM
199
Whitener Capital Management
North Carolina
$863K +$8.77K +170 +1%
BRWA
200
B. Riley Wealth Advisors
Florida
$861K +$19.7K +386 +2%
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