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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

358 hedge funds and large institutions have $2.51B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 120 increasing their positions, 156 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-26
Holders Change %
-6.77%
% of All Funds
5.71%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.48%
New
20
Increased
120
Reduced
156
Closed
43
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$183M
2
BlackRock
BlackRock
New York
$98.3M
3
AA
Acorns Advisers
California
$382M
4
BC
Brio Consultants
California
$11.3M
5
Citadel Advisors
Citadel Advisors
Florida
$11.4M

Top Sellers

1
Jane Street
Jane Street
New York
$3.33M
2
Bank of America
Bank of America
North Carolina
$80.6M
3
PP
Prosperity Planning
Missouri
$30.3M
4
HI
Harbour Investments
Wisconsin
$1.78M
5
RJA
Raymond James & Associates
Florida
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
226
Cypress Capital Group
Florida
$519K -$255K -5,498 -33%
Northern Trust
227
Northern Trust
Illinois
$509K – – –
National Bank of Canada
228
National Bank of Canada
Quebec, Canada
$492K +$3K +65 +0.6%
OCM
229
Osterweis Capital Management
California
$486K -$488K – –
JFL
230
Jarislowsky, Fraser Ltd
Quebec, Canada
$481K -$300K – –
OC
231
Oppenheimer & Co
New York
$480K +$43.6K +941 +10%
WTB
232
Washington Trust Bank
Washington
$474K -$102K -2,198 -18%
LI
233
LVZ Inc
Michigan
$471K +$471K +10,163 New
Squarepoint
234
Squarepoint
New York
$468K +$468K +10,101 New
CHP
235
Cable Hill Partners
Oregon
$461K +$39.1K +844 +9%
IF
236
Intrua Financial
Texas
$452K -$6.73K -145 -1%
MWM
237
Marion Wealth Management
Pennsylvania
$447K – – –
KWM
238
Kingsview Wealth Management
Oregon
$441K +$441K +9,509 New
TAM
239
Tocqueville Asset Management
New York
$436K – – –
SIC
240
Salem Investment Counselors
North Carolina
$433K – – –
LCWP
241
Legacy Capital Wealth Partners
Arkansas
$423K +$423K +9,117 New
LIM
242
Leavell Investment Management
Alabama
$414K +$70.8K +1,525 +21%
RA
243
Rise Advisors
New York
$403K -$169K -3,636 -29%
ZIMP
244
Zimmermann Investment Management & Planning
Pennsylvania
$399K -$123K -2,648 -24%
EIA
245
Eldridge Investment Advisors
New Hampshire
$392K +$45.1K +976 +13%
OHWP
246
Oak Harbor Wealth Partners
North Carolina
$365K +$101K +2,183 +38%
NCM
247
Northwest Capital Management
Oregon
$364K – – –
MWM
248
Modera Wealth Management
New Jersey
$359K -$420K -9,057 -54%
VNA
249
Valley National Advisers
Pennsylvania
$346K -$121K -2,615 -26%
LF
250
Lee Financial
Texas
$340K -$13.9K -300 -4%
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