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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 %
NIC
276
Northwest Investment Counselors
Oregon
$321K -$408K -8,652 -56%
WKWM
277
Walter & Keenan Wealth Management
Indiana
$318K -$83.9K -1,780 -21%
FSA
278
Fort Sheridan Advisors
Illinois
$316K – – –
DPI
279
Diversified Portfolios Inc
Michigan
$314K +$314K +6,657 New
RCAG
280
Rehmann Capital Advisory Group
Michigan
$312K -$107K -2,273 -26%
JFL
281
Jarislowsky, Fraser Ltd
Quebec, Canada
$303K +$303K +6,430 New
PIM
282
Provident Investment Management
Michigan
$302K – – –
KIG
283
Kowal Investment Group
Wisconsin
$297K -$91K -1,929 -23%
BTWM
284
Baker Tilly Wealth Management
Wisconsin
$293K +$81K +1,717 +38%
AWE
285
Avidian Wealth Enterprises
Texas
$292K +$60.7K +1,287 +26%
CA
286
Cetera Advisors
Colorado
$289K -$28.8K -611 -9%
PHIC
287
Pine Haven Investment Counsel
Massachusetts
$284K +$3.77K +80 +1%
SBIA
288
Sheaff Brock Investment Advisors
Indiana
$283K – – –
WP
289
WealthSource Partners
California
$282K +$7.55K +160 +3%
SFS
290
Security Financial Services
Indiana
$281K – – –
OHWP
291
Oak Harbor Wealth Partners
North Carolina
$268K -$4.62K -98 -2%
MRWM
292
ML&R Wealth Management
Texas
$258K -$9.76K -207 -4%
PP
293
PFS Partners
New Jersey
$256K – – –
PWS
294
Peterson Wealth Services
Utah
$256K -$7.07K -150 -3%
SFS
295
Sowell Financial Services
Arkansas
$245K -$2.4M -50,836 -91%
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$242K +$191K +4,060 +375%
AT
297
American Trust
Kentucky
$240K +$11.4K +242 +5%
BFA
298
Beaumont Financial Advisors
Massachusetts
$239K -$112K -2,376 -32%
PJSIMP
299
P.J. Schmidt Investment Management (PJS)
Wisconsin
$236K -$52.8K -1,120 -18%
WCG
300
Weaver Consulting Group
California
$230K – – –
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12
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