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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 %
IAA
251
Independent Advisor Alliance
North Carolina
$389K +$4.62K +99 +1%
PPW
252
Presilium Private Wealth
Pennsylvania
$389K +$389K +8,331 New
PSF
253
Pacific Sun Financial
California
$368K +$368K +7,800 New
NCM
254
Northwest Capital Management
Oregon
$366K – – –
CL
255
Choreo LLC
Illinois
$366K -$1.52M -32,653 -81%
DP
256
Dearborn Partners
Illinois
$361K -$17.6K -378 -5%
LF
257
Lee Financial
Texas
$356K -$98.1K -2,104 -22%
GS
258
GTS Securities
New York
$354K +$354K +7,596 New
EIA
259
Eldridge Investment Advisors
New Hampshire
$350K +$18.7K +400 +6%
LIM
260
Leavell Investment Management
Alabama
$345K -$117K -2,500 -25%
AWE
261
Avidian Wealth Enterprises
Texas
$340K +$51.4K +1,103 +18%
HCM
262
Hudson Capital Management
New Jersey
$340K -$68.5K -1,468 -17%
AWS
263
Atria Wealth Solutions
New York
$339K -$3.17M -68,069 -90%
TWC
264
TD Waterhouse Canada
Ontario, Canada
$321K -$10.7K -229 -3%
NIC
265
Northwest Investment Counselors
Oregon
$318K +$47 +1 +0%
PHIC
266
Pine Haven Investment Counsel
Massachusetts
$316K +$35K +750 +12%
FSA
267
Fort Sheridan Advisors
Illinois
$312K – – –
PWM
268
Perigon Wealth Management
California
$311K +$311K +6,674 New
RCAG
269
Rehmann Capital Advisory Group
Michigan
$310K +$1.31K +28 +0.4%
FIM
270
Freedom Investment Management
Connecticut
$303K -$32.6K -698 -10%
JFL
271
Jarislowsky, Fraser Ltd
Quebec, Canada
$300K -$303K -6,430 Closed
PIM
272
Provident Investment Management
Michigan
$298K – – –
SFG
273
StrategIQ Financial Group
Indiana
$295K -$276K -5,915 -48%
ZIM
274
Zacks Investment Management
Illinois
$295K -$204K -4,367 -41%
KIG
275
Kowal Investment Group
Wisconsin
$295K +$1.63K +35 +0.6%
9 10
11
12 13