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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 %
ATWA
301
Arbor Trust Wealth Advisors
Michigan
$224K – – –
CWM
302
Campbell Wealth Management
Virginia
$224K -$175K -3,736 -44%
GRP
303
Global Retirement Partners
California
$220K +$71.1K +1,524 +48%
FNWM
304
Financial Network Wealth Management
Utah
$218K +$7.54K +162 +4%
Wealth Enhancement Advisory Services
305
Wealth Enhancement Advisory Services
Minnesota
$213K +$213K +4,569 New
BEI
306
Benjamin Edwards Inc
Missouri
$212K -$15.1K -323 -7%
GFA
307
Gallagher Fiduciary Advisors
Illinois
$207K -$5.55K -119 -3%
FBT
308
First Bankers Trust
Kentucky
$206K -$5.6K -120 -3%
PCIA
309
Prime Capital Investment Advisors
Kansas
$205K +$205K +4,400 New
PWM
310
PBMares Wealth Management
Virginia
$205K – – –
WC
311
Whitney & Co
New York
$203K -$5.6K -120 -3%
BA
312
Bristlecone Advisors
Washington
$202K – – –
WP
313
WealthPLAN Partners
Nebraska
$164K – – –
KFI
314
Key Financial Inc
Pennsylvania
$152K – – –
BCV
315
Banque Cantonale Vaudoise
Switzerland
$141K -$10.2K -218 -7%
OIA
316
Optimum Investment Advisors
Illinois
$140K – – –
PIAS
317
PCA Investment Advisory Services
Ohio
$138K +$138K +2,968 New
VNIM
318
Vaughan Nelson Investment Management
Texas
$108K – – –
EW
319
Element Wealth
Mississippi
$98.4K – – –
KFO
320
Kopp Family Office
Minnesota
$97K – – –
CTWM
321
Cherry Tree Wealth Management
Minnesota
$87.2K +$87.2K +1,869 New
FDCDDQ
322
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77.9K +$35K +750 +81%
CAL
323
Capital Analysts LLC
Pennsylvania
$77K -$84.8K -1,820 -52%
CIR
324
Clear Investment Research
Georgia
$74.8K -$20K -429 -21%
RFA
325
Resurgent Financial Advisors
Georgia
$71.2K -$233 -5 -0.3%
11 12
13
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