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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 %
P
276
&Partners
Tennessee
$287K +$287K +6,037 New
SBIA
277
Sheaff Brock Investment Advisors
Indiana
$285K – – –
IF
278
Intrua Financial
Texas
$285K -$178K -3,747 -38%
OBWG
279
Onyx Bridge Wealth Group
New York
$285K -$4K -84 -1%
KFI
280
Key Financial Inc
Pennsylvania
$278K +$123K +2,596 +80%
ISL
281
Ingalls & Snyder LLC
New York
$270K -$47.5K -1,000 -15%
BWM
282
Birchcreek Wealth Management
Ohio
$266K -$493K -10,370 -65%
WKWM
283
Walter & Keenan Wealth Management
Indiana
$263K – – –
PP
284
PFS Partners
New Jersey
$258K – – –
BBWP
285
Beacon Bridge Wealth Partners
Pennsylvania
$255K – – –
SOS
286
Silver Oak Securities
Tennessee
$254K +$254K +5,334 New
APP
287
Avantax Planning Partners
Iowa
$253K – – –
PJSIMP
288
P.J. Schmidt Investment Management (PJS)
Wisconsin
$252K +$14.2K +299 +6%
CF
289
Centaurus Financial
California
$251K +$251K +5,269 New
PIMG
290
Patriot Investment Management Group
Tennessee
$247K -$417K -8,770 -63%
BFA
291
Beaumont Financial Advisors
Massachusetts
$246K +$2.19K +46 +0.9%
COI
292
Connable Office Inc
Michigan
$243K +$243K +5,118 New
WFL
293
Wealth Forward LLC
North Dakota
$240K +$240K +5,042 New
SWP
294
Stratos Wealth Partners
Ohio
$239K +$4.9K +103 +2%
ACA
295
Ackerman Capital Advisors
Texas
$234K +$234K +4,912 New
ATWA
296
Arbor Trust Wealth Advisors
Michigan
$229K – – –
CWM
297
Campbell Wealth Management
Virginia
$228K – – –
AWE
298
Avidian Wealth Enterprises
Texas
$227K -$121K -2,554 -35%
MFA
299
Mayflower Financial Advisors
Massachusetts
$221K +$221K +4,657 New
Financial Engines Advisors
300
Financial Engines Advisors
California
$220K +$220K +4,627 New
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12
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