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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 %
BCWM
326
Bartlett & Co Wealth Management
Ohio
$69K +$69K +1,480 New
BC
327
Bartlett & Co
Ohio
$69K +$69K +1,480 New
MFA
328
McClarren Financial Advisors
Pennsylvania
$65K -$21.6K -465 -25%
IA
329
IFP Advisors
Florida
$62.9K -$17.9K -383 -22%
GJIA
330
Glass Jacobson Investment Advisors
Maryland
$59.6K +$59.6K +1,278 New
Citigroup
331
Citigroup
New York
$43.4K – – –
CFGS
332
Concourse Financial Group Securities
Alabama
$42.8K -$420 -9 -1%
HPC
333
HM Payson & Co
Maine
$39.4K – – –
CT
334
Cambridge Trust
Massachusetts
$38.3K – – –
OP
335
ORG Partners
Indiana
$37.8K +$37.8K +812 New
AIC
336
Archer Investment Corporation
Indiana
$37.7K +$4.62K +99 +14%
SWM
337
Spire Wealth Management
Virginia
$33.6K +$27.1K +580 +414%
DI
338
Disciplined Investments
Oklahoma
$31.9K -$35.2K -754 -52%
BWA
339
BDO Wealth Advisors
Florida
$31.9K +$187 +4 +0.6%
Fidelity Investments
340
Fidelity Investments
Massachusetts
$31.3K -$21.9K -469 -41%
MPCG
341
Matrix Private Capital Group
New York
$30.1K – – –
BONH
342
Bank of New Hampshire
New Hampshire
$29.7K – – –
S
343
SignatureFD
Georgia
$29.1K +$29.1K +624 New
GTAM
344
Global Trust Asset Management
Florida
$28K – – –
BWL
345
Bogart Wealth LLC
Virginia
$27.4K – – –
Franklin Resources
346
Franklin Resources
California
$26.8K – – –
GGI
347
Godsey & Gibb Inc
Virginia
$25K +$11.3K +242 +82%
AWM
348
Avior Wealth Management
Nebraska
$23.9K +$140 +3 +0.6%
PP
349
Pacifica Partners
Canada
$23.5K +$139 +3 +0.6%
Bessemer Group
350
Bessemer Group
New Jersey
$23K +$23K +500 New
12 13
14
15 16