ISTB icon

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 %
LF
251
Lee Financial
Texas
$459K -$646K -13,700 -58%
OC
252
Oppenheimer & Co
New York
$449K -$576K -12,208 -56%
MWM
253
Marion Wealth Management
Pennsylvania
$447K +$660 +14 +0.1%
WTB
254
Washington Trust Bank
Washington
$446K -$173K -3,670 -28%
TAM
255
Tocqueville Asset Management
New York
$443K – – –
HWM
256
HB Wealth Management
Georgia
$440K – – –
SIC
257
Salem Investment Counselors
North Carolina
$440K – – –
US Bancorp
258
US Bancorp
Minnesota
$431K -$28.7K -608 -6%
LCWP
259
Legacy Capital Wealth Partners
Arkansas
$430K +$430K +9,117 New
Millennium Management
260
Millennium Management
New York
$414K +$414K +8,771 New
HCM
261
Hudson Capital Management
New Jersey
$413K -$552K -11,696 -57%
HF
262
HRT Financial
New York
$411K +$411K +8,719 New
PMG
263
ProVise Management Group
Florida
$409K +$409K +8,671 New
CWM
264
Campbell Wealth Management
Virginia
$402K +$24.9K +529 +7%
CHP
265
Cable Hill Partners
Oregon
$393K -$121K -2,574 -24%
IAA
266
Independent Advisor Alliance
North Carolina
$388K +$388K +8,235 New
PA
267
PFG Advisors
Arizona
$388K -$880K -18,664 -69%
DP
268
Dearborn Partners
Illinois
$383K -$120K -2,548 -24%
NCM
269
Northwest Capital Management
Oregon
$370K +$9.29K +197 +3%
ATPW
270
Ashton Thomas Private Wealth
Arizona
$365K +$330 +7 +0.1%
AAS
271
Avantax Advisory Services
Texas
$347K -$12.6K -267 -4%
FIM
272
Freedom Investment Management
Connecticut
$339K -$61.1K -1,296 -15%
TWC
273
TD Waterhouse Canada
Ontario, Canada
$335K -$2.12K -45 -0.6%
EIA
274
Eldridge Investment Advisors
New Hampshire
$335K +$33K +700 +11%
SFG
275
Sovereign Financial Group
Connecticut
$332K -$11.2K -237 -3%
9 10
11
12 13