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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

384 hedge funds and large institutions have $2.91B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 116 increasing their positions, 183 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
6.15%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.59%
New
34
Increased
116
Reduced
183
Closed
27
Calls
$24K
Puts
–
Net Calls
+$24K
Net Calls Change
+$10K

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$34.4M
2
Bank of America
Bank of America
North Carolina
+$25.9M
3
AA
Acorns Advisers
California
+$17.6M
4
OPS
Orion Portfolio Solutions
Nebraska
+$16.6M
5
BAAM
Baker Avenue Asset Management
California
+$8.04M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$83.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$49.4M
3
UBS Group
UBS Group
Switzerland
-$37.2M
4
Morgan Stanley
Morgan Stanley
New York
-$36.2M
5
HighTower Advisors
HighTower Advisors
Illinois
-$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
226
World Investment Advisors
California
$631K +$48.2K +1,023 +8%
CMS
227
Capital Market Strategies
Florida
$627K -$84.8K -1,798 -12%
SGI
228
Summit Global Investments
Utah
$623K -$6.19M -131,172 -91%
AA
229
Advisory Alpha
Michigan
$615K -$23.1K -489 -4%
VNA
230
Valley National Advisers
Pennsylvania
$599K -$76K -1,613 -11%
RA
231
Rise Advisors
New York
$582K -$18.7K -397 -3%
IC
232
IEQ Capital
California
$581K +$110K +2,340 +23%
SFG
233
StrategIQ Financial Group
Indiana
$577K -$613 -13 -0.1%
MCM
234
Mattern Capital Management
Colorado
$567K +$71.7K +1,520 +14%
ISL
235
Ingalls & Snyder LLC
New York
$563K -$11.3K -240 -2%
ZIMP
236
Zimmermann Investment Management & Planning
Pennsylvania
$541K -$48.1K -1,021 -8%
OCG
237
Opus Capital Group
Ohio
$521K -$15.6K -331 -3%
CAM
238
Cidel Asset Management
Ontario, Canada
$519K -$418K – –
AP
239
Arlington Partners
Alabama
$514K +$514K +10,900 New
Wealthfront Advisers
240
Wealthfront Advisers
California
$507K +$270K +5,727 +114%
ZIM
241
Zacks Investment Management
Illinois
$504K +$117K +2,473 +30%
National Bank of Canada
242
National Bank of Canada
Quebec, Canada
$500K +$147K +3,115 +42%
IF
243
Intrua Financial
Texas
$499K -$366K -7,738 -42%
OCM
244
Osterweis Capital Management
California
$494K -$486K – –
CAM
245
Cozad Asset Management
Illinois
$484K -$552K -11,715 -53%
KOC
246
Koss-Olinger Consulting
Florida
$481K +$519 +11 +0.1%
AWA
247
Arete Wealth Advisors
Illinois
$479K -$242K -5,126 -34%
KLI
248
Kelman-Lazarov Inc
Tennessee
$469K +$469K +9,940 New
LIM
249
Leavell Investment Management
Alabama
$467K – – –
SS
250
Simplicity Solutions
Minnesota
$460K -$97K -2,056 -17%
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