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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.

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
KOC
1
Koss-Olinger Consulting
Florida
$56.5M
2
AA
2
Acorns Advisers
California
$240M
3
AF
3
Allworth Financial
California
$31.5M
4
Mariner
4
Mariner
Kansas
$71.7M
5
CW
5
Connectus Wealth
Ohio
$19M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$589M
2
Charles Schwab
2
Charles Schwab
California
$0
3
SAF
3
Smith Anglin Financial
Texas
$513K
4
GSIS
4
Global Strategic Investment Solutions
Arizona
$6.12M
5
SS
5
Simplicity Solutions
Minnesota
$990K
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$589M 11,475,474 -2,525,093 -18%
AA
2
Acorns Advisers
California
$240M 4,685,115 +628,478 +15%
Ameriprise
3
Ameriprise
Minnesota
$165M 3,135,555 +135,011 +4%
Bank of America
4
Bank of America
North Carolina
$151M 2,938,791 +323,302 +12%
Morgan Stanley
5
Morgan Stanley
New York
$95.3M 1,858,494 +309,877 +20%
UBS Group
6
UBS Group
Switzerland
$91.2M 1,778,254 +14,245 +0.8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$78.2M 1,523,926 +185,645 +14%
Mariner
8
Mariner
Kansas
$71.7M 1,397,377 +522,130 +60%
KOC
9
Koss-Olinger Consulting
Florida
$56.5M 1,101,371 +1,101,371 New
ST
10
Spinnaker Trust
Maine
$54.7M 1,065,875 -212,201 -17%
KFAA
11
Klaas Financial Asset Advisors
Illinois
$51.4M 1,002,810 +34,857 +4%
SMM
12
Stadion Money Management
Georgia
$43.5M 848,576 +2,886 +0.3%
Wells Fargo
13
Wells Fargo
California
$39.2M 764,779 +172,539 +29%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$35.4M 689,833 +117,204 +20%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$34.2M 10,799 +158 +1%
SP
16
Symmetry Partners
Connecticut
$32.3M 630,313 +9,952 +2%
AF
17
Allworth Financial
California
$31.5M 614,455 +532,871 +653%
Osaic Holdings
18
Osaic Holdings
Arizona
$30.4M 592,595 -27,056 -4%
DWM
19
Destination Wealth Management
California
$24.2M 472,768 +20,884 +5%
LPL Financial
20
LPL Financial
California
$23.5M 457,838 +33,980 +8%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$23.3M 454,311 +40,394 +10%
HCM
22
Hudson Capital Management
New Jersey
$23.2M 452,565 +45,092 +11%
MFA
23
McClarren Financial Advisors
Pennsylvania
$21.9M 427,239 +25,789 +6%
CIP
24
Capital Insight Partners
Arizona
$20.6M 401,311 +1,572 +0.4%
DWA
25
Divergent Wealth Advisors
Utah
$20.5M 399,418 +38,255 +11%
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