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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 %
BEI
301
Benjamin Edwards Inc
Missouri
$229K -$943 -20 -0.4%
ATWA
302
Arbor Trust Wealth Advisors
Michigan
$227K – – –
GFA
303
Gallagher Fiduciary Advisors
Illinois
$215K +$215K +4,564 New
FBT
304
First Bankers Trust
Kentucky
$214K +$9.43K +200 +5%
FNWM
305
Financial Network Wealth Management
Utah
$213K +$1.37K +29 +0.6%
LL
306
LWMG LLC
Minnesota
$213K -$1.21M -25,609 -85%
WC
307
Whitney & Co
New York
$211K – – –
EK
308
Evensky & Katz
Florida
$209K -$10.4M -220,710 -98%
PWM
309
PBMares Wealth Management
Virginia
$207K – – –
BA
310
Bristlecone Advisors
Washington
$204K – – –
BAM
311
Belpointe Asset Management
Nevada
$198K +$424 +9 +0.2%
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$193K +$193K +4,087 New
BAM
313
Baldrige Asset Management
Pennsylvania
$186K +$518 +11 +0.3%
HS
314
Horan Securities
United States
$169K -$14.2K -301 -8%
WP
315
WealthPLAN Partners
Nebraska
$165K -$83.8K -1,777 -34%
CAL
316
Capital Analysts LLC
Pennsylvania
$164K -$10.7K -227 -6%
KFI
317
Key Financial Inc
Pennsylvania
$153K +$153K +3,249 New
BCV
318
Banque Cantonale Vaudoise
Switzerland
$153K -$25.4K -537 -14%
GRP
319
Global Retirement Partners
California
$151K +$64.3K +1,358 +74%
OIA
320
Optimum Investment Advisors
Illinois
$141K -$94.3K -2,000 -40%
VNIM
321
Vaughan Nelson Investment Management
Texas
$110K – – –
PTC
322
Private Trust Company
Ohio
$101K – – –
EW
323
Element Wealth
Mississippi
$99.5K – – –
KFO
324
Kopp Family Office
Minnesota
$98K – – –
CIR
325
Clear Investment Research
Georgia
$95.8K -$8.96K -190 -9%
11 12
13
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