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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 %
BBWP
276
Beacon Bridge Wealth Partners
Pennsylvania
$291K -$7.05M -151,107 -96%
WP
277
WealthSource Partners
California
$289K +$9.56K +205 +3%
Citadel Advisors
278
Citadel Advisors
Florida
$288K -$3.56M -76,274 -93%
AAS
279
Avantax Advisory Services
Texas
$285K -$57.8K -1,239 -17%
SBIA
280
Sheaff Brock Investment Advisors
Indiana
$280K – – –
SFS
281
Security Financial Services
Indiana
$278K – – –
SFG
282
Sovereign Financial Group
Connecticut
$275K -$53.4K -1,144 -16%
APP
283
Avantax Planning Partners
Iowa
$274K -$382K -8,198 -58%
PA
284
PFG Advisors
Arizona
$274K -$109K -2,345 -29%
Susquehanna International Group
285
Susquehanna International Group
Pennsylvania
$269K -$1.88M -40,409 -88%
OHWP
286
Oak Harbor Wealth Partners
North Carolina
$265K +$140 +3 +0.1%
PMG
287
ProVise Management Group
Florida
$261K -$143K -3,071 -35%
CA
288
Cetera Advisors
Colorado
$261K -$24.7K -530 -9%
HS
289
Horan Securities
United States
$259K +$92.2K +1,978 +55%
WKWM
290
Walter & Keenan Wealth Management
Indiana
$258K -$56K -1,200 -18%
PP
291
PFS Partners
New Jersey
$253K – – –
BTWM
292
Baker Tilly Wealth Management
Wisconsin
$252K -$37.8K -810 -13%
AWM
293
Accurate Wealth Management
Florida
$251K -$1.07M -22,834 -81%
JJBC
294
James J. Burns & Company
New York
$245K -$988K -21,156 -80%
AT
295
American Trust
Kentucky
$238K +$886 +19 +0.4%
BFA
296
Beaumont Financial Advisors
Massachusetts
$237K +$1.31K +28 +0.6%
KOC
297
Koss-Olinger Consulting
Florida
$234K -$242K -5,181 -51%
PJSIMP
298
P.J. Schmidt Investment Management (PJS)
Wisconsin
$233K – – –
PWS
299
Peterson Wealth Services
Utah
$232K -$21.5K -460 -8%
SWP
300
Stratos Wealth Partners
Ohio
$224K -$595K -12,765 -73%
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