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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

374 hedge funds and large institutions have $3.06B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 136 increasing their positions, 152 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-9
Holders Change %
-2.35%
% of All Funds
6.47%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.62%
New
31
Increased
136
Reduced
152
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWP
1
FAS Wealth Partners
Kansas
$49.4M
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$209M
3
Jane Street
3
Jane Street
New York
$36.7M
4
BlackRock
4
BlackRock
New York
$86.3M
5
Ameriprise
5
Ameriprise
Minnesota
$181M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$85M
2
CWM
2
Campbell Wealth Management
Virginia
$1.91M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$7.44M
4
ST
4
Spinnaker Trust
Maine
$3.53M
5
Charles Schwab
5
Charles Schwab
California
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$60K +$10.2K +221 +20%
ADL
327
Asset Dedication LLC
California
$50K – – –
Citigroup
328
Citigroup
New York
$50K +$17.3K +376 +53%
HNB
329
Huntington National Bank
Ohio
$49K -$10K – –
EIP
330
Ellis Investment Partners
Pennsylvania
$47K +$230 +5 +0.5%
US Bancorp
331
US Bancorp
Minnesota
$47K +$17.7K +381 +61%
SWA
332
SOA Wealth Advisors
New York
$46K +$46K +1,000 New
TFA
333
Transamerica Financial Advisors
Florida
$45K -$422 -9 -0.9%
RIA
334
Realta Investment Advisors
Delaware
$40K +$40K +878 New
HPC
335
HM Payson & Co
Maine
$39K – – –
CT
336
Cambridge Trust
Massachusetts
$38K – – –
BWA
337
BDO Wealth Advisors
Florida
$37K +$140 +3 +0.4%
AIC
338
Archer Investment Corporation
Indiana
$31.9K – – –
MPCG
339
Matrix Private Capital Group
New York
$30K – – –
PP
340
Pacifica Partners
Canada
$30K +$91 +2 +0.3%
Franklin Resources
341
Franklin Resources
California
$29K – – –
CFD
342
Creative Financial Designs
Indiana
$28K – – –
GTAM
343
Global Trust Asset Management
Florida
$28K – – –
BWL
344
Bogart Wealth LLC
Virginia
$27K – – –
SWM
345
Sugarloaf Wealth Management
Georgia
$27K +$143 +3 +0.5%
EW
346
Evoke Wealth
California
$24K – – –
FDCDDQ
347
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.7K -$3.37K -73 -12%
AWM
348
Avior Wealth Management
Nebraska
$23K +$92 +2 +0.4%
AA
349
Ancora Advisors
Ohio
$17K – – –
Rockefeller Capital Management
350
Rockefeller Capital Management
New York
$17K +$46 +1 +0.3%
12 13
14
15 16