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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 %
SAF
301
Smith Anglin Financial
Texas
$219K -$2.66M -55,991 -92%
PWS
302
Peterson Wealth Services
Utah
$216K +$216K +4,544 New
BFS
303
Burkett Financial Services
South Carolina
$212K +$212K +4,460 New
CAC
304
Certified Advisory Corp
Florida
$211K -$8.37K -176 -4%
PCIA
305
Prime Capital Investment Advisors
Kansas
$209K – – –
SWC
306
Spectrum Wealth Counsel
Indiana
$207K +$207K +4,348 New
VFIC
307
Valley Forge Investment Consultants
Pennsylvania
$206K +$206K +4,340 New
FBT
308
First Bankers Trust
Kentucky
$206K -$4.76K -100 -2%
FIM
309
Freedom Investment Management
Connecticut
$204K -$26.9K -565 -12%
TCM
310
Traynor Capital Management
Pennsylvania
$203K +$203K +4,274 New
WIA
311
World Investment Advisors
California
$200K -$111K -2,335 -36%
BTWM
312
Baker Tilly Wealth Management
Wisconsin
$200K -$57.1K -1,200 -22%
Citadel Advisors
313
Citadel Advisors
Florida
$169K -$11.5M -242,272 -99%
RIL
314
Rothschild Investment LLC
Illinois
$152K +$152K +3,195 New
NP
315
NorthRock Partners
Minnesota
$142K +$142K +2,990 New
LPP
316
Life Planning Partners
Florida
$114K +$114K +2,407 New
BL
317
BFSG LLC
California
$114K +$114K +2,402 New
CIR
318
Clear Investment Research
Georgia
$106K -$333 -7 -0.3%
EW
319
Element Wealth
Mississippi
$100K – – –
KFO
320
Kopp Family Office
Minnesota
$96K -$2.62K -55 -3%
FFA
321
Farther Finance Advisors
California
$91.5K +$73.3K +1,542 +404%
CTWM
322
Cherry Tree Wealth Management
Minnesota
$88.9K – – –
S
323
Sachetta
Massachusetts
$85.8K +$85.8K +1,804 New
Fidelity Investments
324
Fidelity Investments
Massachusetts
$85.4K +$49.8K +1,047 +140%
CFGS
325
Concourse Financial Group Securities
Alabama
$71.5K +$19.2K +403 +37%
11 12
13
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