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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
+$32.2M
2
AF
Allworth Financial
California
+$27.3M
3
Mariner
Mariner
Kansas
+$26.8M
4
Bank of America
Bank of America
North Carolina
+$16.6M
5
Morgan Stanley
Morgan Stanley
New York
+$15.9M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$130M
2
Charles Schwab
Charles Schwab
California
-$59.4M
3
PP
Prosperity Planning
Missouri
-$17.1M
4
SAF
Smith Anglin Financial
Texas
-$14M
5
GSIS
Global Strategic Investment Solutions
Arizona
-$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANTB
201
AMG National Trust Bank
Colorado
$617K -$25.6K -500 -4%
PIM
202
Provident Investment Management
Michigan
$596K +$231K +4,494 +63%
HB
203
Homrich & Berg
Georgia
$592K – – –
FHC
204
First Heartland Consultants
Missouri
$587K +$1.54K +30 +0.3%
FIM
205
Freedom Investment Management
Connecticut
$585K +$585K +11,408 New
CA
206
Cetera Advisors
Colorado
$572K -$52.1K -1,016 -8%
AWM
207
Apollon Wealth Management
South Carolina
$564K +$564K +10,998 New
PAG
208
Private Advisor Group
New Jersey
$558K -$1.71M -33,306 -75%
CA
209
CGN Advisors
Kansas
$522K +$522K +10,186 New
SAF
210
Smith Anglin Financial
Texas
$513K -$14M -273,127 -96%
SAM
211
Summit Asset Management
Tennessee
$508K -$1.54K -30 -0.3%
WP
212
WealthPLAN Partners
Nebraska
$498K -$151K -2,945 -23%
TAM
213
Tocqueville Asset Management
New York
$482K – – –
WFM
214
Wolff Financial Management
Michigan
$458K +$55.3K +1,078 +14%
SS
215
Sunbelt Securities
Texas
$442K -$165K -3,208 -27%
RMDI
216
R.M. Davis Inc
Maine
$441K -$373K -7,285 -46%
CIA
217
Choate Investment Advisors
Massachusetts
$440K – – –
FAIM
218
Financial Advocates Investment Management
Washington
$408K +$408K +7,958 New
QCIG
219
Quad-Cities Investment Group
Iowa
$397K -$2.98K -58 -0.7%
OCM
220
Osterweis Capital Management
California
$396K -$399K – –
CHP
221
Cable Hill Partners
Oregon
$394K +$47.7K +931 +14%
WJA
222
Willis Johnson & Associates
Texas
$393K +$1.13K +22 +0.3%
CPIA
223
Cornell Pochily Investment Advisors
New York
$386K -$9.18K -179 -2%
SFS
224
Sowell Financial Services
Arkansas
$382K +$19.6K +381 +5%
FPCM
225
Financial Partners Capital Management
New York
$373K -$12.8K -250 -3%
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