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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

387 hedge funds and large institutions have $3.94B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 136 increasing their positions, 162 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+13
Holders Change %
+3.48%
% of All Funds
6.24%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.56%
New
53
Increased
136
Reduced
162
Closed
35
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
+$14K

Top Buyers

1
Jane Street
1
Jane Street
New York
$108M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$63.2M
3
Ameriprise
3
Ameriprise
Minnesota
$207M
4
MMA
4
Miracle Mile Advisors
California
$31.1M
5
AA
5
Acorns Advisers
California
$332M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$710M
2
KFAA
2
Klaas Financial Asset Advisors
Illinois
$0
3
FWP
3
FAS Wealth Partners
Kansas
$20.6M
4
PP
4
Prosperity Planning
Missouri
$26.5M
5
RJA
5
Raymond James & Associates
Florida
$65.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
251
Osterweis Capital Management
California
$486K -$68K – –
KOC
252
Koss-Olinger Consulting
Florida
$473K +$38.4K +827 +9%
IC
253
IEQ Capital
California
$464K +$464K +9,983 New
PFWA
254
Paces Ferry Wealth Advisors
Georgia
$460K +$460K +9,900 New
LIM
255
Leavell Investment Management
Alabama
$459K -$24.4K -525 -5%
US Bancorp
256
US Bancorp
Minnesota
$453K +$406K +8,742 +866%
MWM
257
Marion Wealth Management
Pennsylvania
$439K -$22.8K -490 -5%
TAM
258
Tocqueville Asset Management
New York
$437K – – –
HWM
259
HB Wealth Management
Georgia
$434K – – –
SIC
260
Salem Investment Counselors
North Carolina
$434K +$434K +9,340 New
AWA
261
AmeriServ Wealth Advisors
Pennsylvania
$432K +$432K +9,305 New
CPSAC
262
Chas P. Smith & Associates (CPS)
Florida
$429K +$429K +9,247 New
CAM
263
Cidel Asset Management
Ontario, Canada
$418K -$371K – –
RCAG
264
Rehmann Capital Advisory Group
Michigan
$413K -$59.7K -1,286 -13%
WKWM
265
Walter & Keenan Wealth Management
Indiana
$396K -$4.64K -100 -1%
FIM
266
Freedom Investment Management
Connecticut
$395K +$7.06K +152 +2%
PSF
267
Pacific Sun Financial
California
$394K -$90.1K -1,940 -19%
KIG
268
Kowal Investment Group
Wisconsin
$382K +$382K +8,217 New
ZIM
269
Zacks Investment Management
Illinois
$382K +$382K +8,217 New
CWM
270
Campbell Wealth Management
Virginia
$372K -$1.56M -33,504 -81%
ATPW
271
Ashton Thomas Private Wealth
Arizona
$359K +$9.24K +199 +3%
NCM
272
Northwest Capital Management
Oregon
$356K -$353K -7,603 -50%
AAS
273
Avantax Advisory Services
Texas
$354K -$25.3K -544 -7%
National Bank of Canada
274
National Bank of Canada
Quebec, Canada
$348K +$9.29K +200 +3%
BFA
275
Beaumont Financial Advisors
Massachusetts
$345K -$97.4K -2,098 -22%
9 10
11
12 13