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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

384 hedge funds and large institutions have $2.6B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 122 increasing their positions, 172 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
–
Holders Change %
0%
% of All Funds
6.06%
Holding in Top 10
29
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-21.62%
% of All Funds
0.46%
New
32
Increased
122
Reduced
172
Closed
28
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
-$10K

Top Buyers

1
AA
Acorns Advisers
California
$372M
2
TA
Townsend & Associates
Colorado
$13.8M
3
Morgan Stanley
Morgan Stanley
New York
$67.4M
4
Cerity Partners
Cerity Partners
New York
$19.6M
5
MCA
Maryland Capital Advisors
Maryland
$18.6M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$37.7M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$15.1M
3
PP
Prosperity Planning
Missouri
$29.3M
4
MMA
Miracle Mile Advisors
California
$12.8M
5
Jane Street
Jane Street
New York
$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
226
Mattern Capital Management
Colorado
$561K – – –
CAM
227
Cidel Asset Management
Ontario, Canada
$552K +$552K +11,828 New
ISL
228
Ingalls & Snyder LLC
New York
$545K -$12K -257 -2%
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$540K +$300K +6,440 +125%
OCG
230
Opus Capital Group
Ohio
$538K +$22.1K +474 +4%
ZIMP
231
Zimmermann Investment Management & Planning
Pennsylvania
$525K -$9.93K -213 -2%
ATPW
232
Ashton Thomas Private Wealth
Arizona
$517K +$156K +3,342 +43%
Northern Trust
233
Northern Trust
Illinois
$512K +$512K +10,977 New
AP
234
Arlington Partners
Alabama
$508K – – –
National Bank of Canada
235
National Bank of Canada
Quebec, Canada
$495K – – –
OCM
236
Osterweis Capital Management
California
$488K -$494K – –
AA
237
Advisory Alpha
Michigan
$486K -$123K -2,632 -20%
VNA
238
Valley National Advisers
Pennsylvania
$470K -$123K -2,636 -21%
KLI
239
Kelman-Lazarov Inc
Tennessee
$464K – – –
IF
240
Intrua Financial
Texas
$461K -$32K -687 -6%
MWM
241
Marion Wealth Management
Pennsylvania
$449K +$7.37K +158 +2%
OC
242
Oppenheimer & Co
New York
$439K -$4.8K -103 -1%
TAM
243
Tocqueville Asset Management
New York
$438K – – –
HWM
244
HB Wealth Management
Georgia
$436K – – –
SIC
245
Salem Investment Counselors
North Carolina
$436K – – –
CHP
246
Cable Hill Partners
Oregon
$424K +$34.9K +749 +9%
ACA
247
Affinity Capital Advisors
California
$423K +$423K +9,067 New
DPI
248
Diversified Portfolios Inc
Michigan
$418K +$108K +2,314 +35%
KPWS
249
Kestra Private Wealth Services
Texas
$416K -$323K -6,920 -44%
EK
250
Evensky & Katz
Florida
$399K +$192K +4,113 +93%
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