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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 %
FPCM
201
Financial Partners Capital Management
New York
$389K -$516 -10 -0.1%
SCA
202
Snowden Capital Advisors
New York
$372K – – –
PIM
203
Provident Investment Management
Michigan
$368K -$310 -6 -0.1%
SFS
204
Sowell Financial Services
Arkansas
$364K -$14.9K -288 -4%
Cetera Investment Advisers
205
Cetera Investment Advisers
Illinois
$364K +$364K +7,047 New
WC
206
Whitney & Co
New York
$363K -$14.5K -281 -4%
IA
207
IFP Advisors
Florida
$351K +$1.45K +28 +0.4%
CHP
208
Cable Hill Partners
Oregon
$349K +$20.8K +402 +6%
MSFS
209
Main Street Financial Solutions
Pennsylvania
$339K +$339K +6,555 New
OWM
210
Orgel Wealth Management
Wisconsin
$332K – – –
CCFM
211
Clear Creek Financial Management
Washington
$330K +$330K +6,403 New
TCM
212
Tradewinds Capital Management
Washington
$317K – – –
SBIA
213
Sheaff Brock Investment Advisors
Indiana
$310K +$310K +6,000 New
SWM
214
SVA Wealth Management
Wisconsin
$307K +$100K +1,941 +48%
BWA
215
BDO Wealth Advisors
Florida
$305K +$207 +4 +0.1%
BFA
216
Beaumont Financial Advisors
Massachusetts
$299K – – –
MCA
217
Magnolia Capital Advisors
Mississippi
$299K +$465 +9 +0.2%
OCM
218
Oakwood Capital Management
California
$273K +$15K +290 +6%
MCC
219
Money Concepts Capital
Florida
$272K +$272K +5,267 New
BAM
220
Barrett Asset Management
New York
$268K – – –
TCM
221
Traynor Capital Management
Pennsylvania
$267K -$5.88K -114 -2%
MCM
222
Mattern Capital Management
Colorado
$263K – – –
AAS
223
Avantax Advisory Services
Texas
$256K -$242K -4,691 -49%
BFM
224
Broadview Financial Management
Wisconsin
$252K +$20.7K +401 +9%
ATWA
225
Arbor Trust Wealth Advisors
Michigan
$248K – – –
7 8
9
10 11