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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.

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
1
Campbell Wealth Management
Virginia
$73.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$58.2M
3
ISG
3
Investment Security Group
Colorado
$35.5M
4
RJA
4
Raymond James & Associates
Florida
$623M
5
AA
5
Acorns Advisers
California
$272M

Top Sellers

1
KOC
1
Koss-Olinger Consulting
Florida
$29.8M
2
ST
2
Spinnaker Trust
Maine
$41.3M
3
Ameriprise
3
Ameriprise
Minnesota
$152M
4
Creative Planning
4
Creative Planning
Kansas
$1.88M
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$6.37M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$623M 12,148,302 +672,828 +6%
AA
2
Acorns Advisers
California
$272M 5,306,422 +621,307 +13%
Bank of America
3
Bank of America
North Carolina
$160M 3,126,025 +187,234 +6%
Ameriprise
4
Ameriprise
Minnesota
$152M 2,967,925 -167,630 -5%
Morgan Stanley
5
Morgan Stanley
New York
$97.1M 1,893,996 +35,502 +2%
UBS Group
6
UBS Group
Switzerland
$95.4M 1,860,135 +81,881 +5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$78.8M 1,536,771 +12,845 +0.8%
Mariner
8
Mariner
Kansas
$77.9M 1,518,169 +120,792 +9%
CWM
9
Campbell Wealth Management
Virginia
$73.2M 1,426,353 +1,354,874 +1,895%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$58.2M 1,135,387 +1,043,538 +1,136%
KFAA
11
Klaas Financial Asset Advisors
Illinois
$56.2M 1,095,816 +93,006 +9%
Wells Fargo
12
Wells Fargo
California
$50.2M 978,628 +213,849 +28%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$46.3M 10,817 +18 +0.2%
SMM
14
Stadion Money Management
Georgia
$42.1M 819,878 -28,698 -3%
AF
15
Allworth Financial
California
$41.8M 815,043 +200,588 +33%
ST
16
Spinnaker Trust
Maine
$41.3M 805,929 -259,946 -24%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$38.3M 746,111 +56,278 +8%
ISG
18
Investment Security Group
Colorado
$35.5M 691,343 +691,343 New
SP
19
Symmetry Partners
Connecticut
$33.8M 659,659 +29,346 +5%
PFM
20
Phillips Financial Management
Indiana
$30.2M 587,887 +274,979 +88%
KOC
21
Koss-Olinger Consulting
Florida
$29.8M 580,695 -520,676 -47%
Osaic Holdings
22
Osaic Holdings
Arizona
$29.2M 569,788 -22,807 -4%
MFA
23
McClarren Financial Advisors
Pennsylvania
$27.1M 528,206 +100,967 +24%
LPL Financial
24
LPL Financial
California
$27M 527,084 +69,246 +15%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$25.1M 489,226 +34,915 +8%
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