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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.

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
1
Charles Schwab
California
$181M
2
BlackRock
2
BlackRock
New York
$77.4M
3
ST
3
Smithfield Trust
Pennsylvania
$50M
4
AA
4
Acorns Advisers
California
$295M
5
GWM
5
Geneos Wealth Management
Colorado
$22.7M

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$0
2
PFM
2
Phillips Financial Management
Indiana
$23.5M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
MML Investors Services
4
MML Investors Services
Massachusetts
$15.1M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$7.61M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$633M 12,400,589 +252,287 +2%
AA
2
Acorns Advisers
California
$295M 5,779,741 +473,319 +9%
Charles Schwab
3
Charles Schwab
California
$181M 3,548,215 +3,548,215 New
Bank of America
4
Bank of America
North Carolina
$157M 3,067,435 -58,590 -2%
Ameriprise
5
Ameriprise
Minnesota
$154M 3,019,635 +51,710 +2%
Morgan Stanley
6
Morgan Stanley
New York
$113M 2,210,406 +316,410 +17%
UBS Group
7
UBS Group
Switzerland
$99.5M 1,947,993 +87,858 +5%
Mariner
8
Mariner
Kansas
$82.3M 1,610,684 +92,515 +6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$82M 1,606,148 +69,377 +5%
BlackRock
10
BlackRock
New York
$77.4M 1,515,967 +1,418,004 +1,447%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$76.6M 1,499,419 +364,032 +32%
CWM
12
Campbell Wealth Management
Virginia
$75M 1,467,934 +41,581 +3%
Wells Fargo
13
Wells Fargo
California
$62.9M 1,231,974 +253,346 +26%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$62.1M 10,817 – –
KFAA
15
Klaas Financial Asset Advisors
Illinois
$57.8M 1,132,457 +36,641 +3%
ST
16
Spinnaker Trust
Maine
$50.7M 992,181 +186,252 +23%
ST
17
Smithfield Trust
Pennsylvania
$50M 979,148 +565,141 +137%
AF
18
Allworth Financial
California
$47.5M 929,318 +114,275 +14%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$44.8M 877,726 +131,615 +18%
SMM
20
Stadion Money Management
Georgia
$42.1M 823,888 +4,010 +0.5%
Osaic Holdings
21
Osaic Holdings
Arizona
$37.4M 732,690 +162,902 +29%
ISG
22
Investment Security Group
Colorado
$37M 723,797 +32,454 +5%
SP
23
Symmetry Partners
Connecticut
$34.5M 676,588 +16,929 +3%
SGI
24
Summit Global Investments
Utah
$30.3M 594,137 +402,189 +210%
LPL Financial
25
LPL Financial
California
$30.1M 588,434 +61,350 +12%
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