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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

380 hedge funds and large institutions have $2.79B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+22
Holders Change %
+6.15%
% of All Funds
5.57%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.41%
New
62
Increased
117
Reduced
161
Closed
38
Calls
$24K
Puts
$152K
Net Calls
-$128K
Net Calls Change
-$142K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$138M
2
ST
Spinnaker Trust
Maine
$57.6M
3
TA
Townsend & Associates
Colorado
$43.9M
4
AA
Acorns Advisers
California
$408M
5
Jane Street
Jane Street
New York
$19.3M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$51.7M
2
PP
Prosperity Planning
Missouri
$30.9M
3
SP
Symmetry Partners
Connecticut
$0
4
NA
NewEdge Advisors
Louisiana
$1.59M
5
Ameriprise
Ameriprise
Minnesota
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
251
WealthShield Partners
North Carolina
$388K -$920K -19,347 -70%
MWM
252
Modera Wealth Management
New Jersey
$372K +$3.66K +77 +1%
OC
253
Oppenheimer & Co
New York
$362K -$131K -2,756 -27%
ACA
254
Affinity Capital Advisors
California
$361K +$361K +7,600 New
SHFA
255
SC&H Financial Advisors
Maryland
$351K -$895K -18,815 -72%
SJGA
256
Stephen J. Garry & Associates
New York
$349K +$349K +7,340 New
LF
257
Lee Financial
Texas
$349K – – –
PHIC
258
Pine Haven Investment Counsel
Massachusetts
$342K +$23.8K +500 +7%
CL
259
Choreo LLC
Illinois
$335K -$8.8K -185 -3%
HF
260
HRT Financial
New York
$331K +$331K +6,975 New
HCM
261
Hudson Capital Management
New Jersey
$330K -$8.42K -177 -2%
ACP
262
Aviance Capital Partners
Florida
$328K +$328K +6,898 New
CAM
263
Cidel Asset Management
Ontario, Canada
$327K -$249K – –
RVPG
264
Relative Value Partners Group
$327K +$327K +6,866 New
KLI
265
Kelman-Lazarov Inc
Tennessee
$320K – – –
OHWP
266
Oak Harbor Wealth Partners
North Carolina
$317K -$56.7K -1,193 -15%
NIC
267
Northwest Investment Counselors
Oregon
$315K -$8.94K -188 -3%
RCAG
268
Rehmann Capital Advisory Group
Michigan
$315K +$1.71K +36 +0.5%
CKAIS
269
Christensen King & Associates Investment Services
Washington
$307K +$307K +6,453 New
WP
270
WealthSource Partners
California
$305K +$8.85K +186 +3%
PIM
271
Provident Investment Management
Michigan
$304K – – –
AWS
272
Atria Wealth Solutions
New York
$298K -$30.1K -633 -9%
PWH
273
Priebe Wealth Holdings
Minnesota
$291K +$291K +6,115 New
EC
274
EdgeRock Capital
Colorado
$289K +$289K +6,077 New
VNA
275
Valley National Advisers
Pennsylvania
$289K -$65.4K -1,376 -18%
9 10
11
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