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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 %
FCA
201
FinTrust Capital Advisors
South Carolina
$829K +$829K +16,230 New
IF
202
IRON Financial
Illinois
$825K -$41.3K -809 -5%
MAWCM
203
Mine & Arao Wealth Creation & Management
California
$810K +$1.33K +26 +0.2%
WCG
204
Weaver Consulting Group
California
$793K -$742K -14,528 -48%
SFG
205
StrategIQ Financial Group
Indiana
$770K -$7.56K -148 -1%
SS
206
Simplicity Solutions
Minnesota
$760K +$760K +14,878 New
EM
207
Excalibur Management
Massachusetts
$745K +$24.3K +475 +3%
CB
208
Commerce Bank
Missouri
$739K – – –
CIBC World Market
209
CIBC World Market
Ontario, Canada
$674K -$16.4K -322 -2%
NCM
210
Northwest Capital Management
Oregon
$667K – – –
AFP
211
Ausdal Financial Partners
Iowa
$659K +$659K +12,906 New
WP
212
WealthPLAN Partners
Nebraska
$647K +$33.5K +663 +5%
Cetera Investment Advisers
213
Cetera Investment Advisers
Illinois
$641K +$4.03K +79 +0.6%
CPSAC
214
Chas P. Smith & Associates (CPS)
Florida
$641K +$191K +3,740 +42%
AIC
215
Ameritas Investment Company
Nebraska
$629K +$226K +4,426 +56%
APSP
216
Asset Planning Services (Pennsylvania)
Pennsylvania
$603K +$603K +11,800 New
PAG
217
Private Advisor Group
New Jersey
$593K -$25.1K -492 -4%
HB
218
Homrich & Berg
Georgia
$589K – – –
GFPC
219
Global Financial Private Client
Florida
$581K +$74K +1,450 +15%
FIM
220
Freedom Investment Management
Connecticut
$569K +$128K +2,500 +29%
BFA
221
Beacon Financial Advisory
Ohio
$564K -$9.09K -178 -2%
CHP
222
Cable Hill Partners
Oregon
$554K +$68.9K +1,350 +14%
FBT
223
First Bankers Trust
Kentucky
$550K +$550K +10,778 New
FPCM
224
Financial Partners Capital Management
New York
$522K +$30.4K +595 +6%
SAM
225
Summit Asset Management
Tennessee
$518K +$10.2K +199 +2%
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