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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

374 hedge funds and large institutions have $3.06B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 136 increasing their positions, 152 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-9
Holders Change %
-2.35%
% of All Funds
6.47%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.62%
New
31
Increased
136
Reduced
152
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWP
1
FAS Wealth Partners
Kansas
$49.4M
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$209M
3
Jane Street
3
Jane Street
New York
$36.7M
4
BlackRock
4
BlackRock
New York
$86.3M
5
Ameriprise
5
Ameriprise
Minnesota
$181M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$85M
2
CWM
2
Campbell Wealth Management
Virginia
$1.91M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$7.44M
4
ST
4
Spinnaker Trust
Maine
$3.53M
5
Charles Schwab
5
Charles Schwab
California
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
226
Savant Capital
Illinois
$553K +$1.62K +35 +0.3%
LPT
227
Legacy Private Trust
Wisconsin
$541K -$47K -1,020 -8%
GP
228
Girard Partners
Pennsylvania
$541K +$293K +6,357 +118%
WIA
229
World Investment Advisors
California
$536K +$84.3K +1,828 +19%
QCIG
230
Quad-Cities Investment Group
Iowa
$502K +$54.9K +1,192 +12%
AFP
231
Ausdal Financial Partners
Iowa
$501K -$3.09K -67 -0.6%
IWC
232
Integrated Wealth Concepts
Massachusetts
$493K -$299K -6,496 -38%
DP
233
Dearborn Partners
Illinois
$491K -$430K -9,325 -47%
PSF
234
Pacific Sun Financial
California
$480K -$4.15K -90 -0.9%
LIM
235
Leavell Investment Management
Alabama
$480K – – –
AA
236
Advisory Alpha
Michigan
$471K +$91.4K +1,981 +24%
RCAG
237
Rehmann Capital Advisory Group
Michigan
$469K -$120K -2,603 -20%
MWM
238
Marion Wealth Management
Pennsylvania
$459K -$35.6K -772 -7%
MFA
239
McClarren Financial Advisors
Pennsylvania
$457K +$156K +3,380 +52%
RWM
240
Ritholtz Wealth Management
New York
$456K +$456K +9,900 New
SS
241
Simplicity Solutions
Minnesota
$449K -$205K -4,447 -31%
IF
242
IRON Financial
Illinois
$448K +$1.29K +28 +0.3%
BFA
243
Beaumont Financial Advisors
Massachusetts
$440K +$923 +20 +0.2%
TAM
244
Tocqueville Asset Management
New York
$433K – – –
HWM
245
HB Wealth Management
Georgia
$431K -$159K -3,450 -27%
KOC
246
Koss-Olinger Consulting
Florida
$431K +$87.9K +1,909 +26%
PWS
247
Peterson Wealth Services
Utah
$419K -$20.5K -445 -5%
PWM
248
PBMares Wealth Management
Virginia
$404K -$141K -3,051 -26%
WKWM
249
Walter & Keenan Wealth Management
Indiana
$397K – – –
MWM
250
Modera Wealth Management
New Jersey
$394K -$33.3K -724 -8%
8 9
10
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