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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 %
HNB
201
Huntington National Bank
Ohio
$658K -$11K – –
Cetera Investment Advisers
202
Cetera Investment Advisers
Illinois
$640K +$8.36K +163 +1%
WP
203
WealthPLAN Partners
Nebraska
$623K +$126K +2,459 +25%
PAG
204
Private Advisor Group
New Jersey
$621K +$63.1K +1,231 +11%
AA
205
Advisory Alpha
Michigan
$608K -$16.2K -316 -3%
PIM
206
Provident Investment Management
Michigan
$596K – – –
HB
207
Homrich & Berg
Georgia
$592K – – –
AIC
208
Ameritas Investment Company
Nebraska
$589K +$550K +7,367 +1,414%
BPA
209
Beacon Pointe Advisors
California
$582K +$582K +11,347 New
BFA
210
Beacon Financial Advisory
Ohio
$575K -$339K -6,621 -37%
OIA
211
Optimum Investment Advisors
Illinois
$574K -$226K -4,400 -28%
AWM
212
Apollon Wealth Management
South Carolina
$521K -$43K -838 -8%
SAM
213
Summit Asset Management
Tennessee
$510K +$2K +39 +0.4%
GFPC
214
Global Financial Private Client
Florida
$508K +$508K +9,925 New
FPCM
215
Financial Partners Capital Management
New York
$493K +$120K +2,345 +32%
CFMC
216
Curbstone Financial Management Corp
New Hampshire
$492K +$492K +9,600 New
CA
217
Cetera Advisors
Colorado
$489K -$83.3K -1,622 -15%
CHP
218
Cable Hill Partners
Oregon
$488K +$93.6K +1,824 +24%
TAM
219
Tocqueville Asset Management
New York
$482K – – –
SAF
220
Smith Anglin Financial
Texas
$469K -$44.2K -862 -9%
CPSAC
221
Chas P. Smith & Associates (CPS)
Florida
$452K +$452K +8,815 New
ANTB
222
AMG National Trust Bank
Colorado
$448K -$170K -3,305 -27%
FIM
223
Freedom Investment Management
Connecticut
$444K -$142K -2,758 -24%
RMDI
224
R.M. Davis Inc
Maine
$441K – – –
CIA
225
Choate Investment Advisors
Massachusetts
$440K – – –
7 8
9
10 11