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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 %
SS
351
Sunbelt Securities
Texas
$21K +$933 +20 +5%
RIA
352
Realta Investment Advisors
Delaware
$19.9K +$19.9K +426 New
CFD
353
Creative Financial Designs
Indiana
$18.7K – – –
FFA
354
Farther Finance Advisors
California
$17.8K +$93 +2 +0.5%
AA
355
Ancora Advisors
Ohio
$17.1K – – –
CW
356
Connectus Wealth
Ohio
$16.9K +$5.39K +11,560 +47%
QCG
357
Quadrant Capital Group
Ohio
$15.1K – – –
LOIP
358
Live Oak Investment Partners
Texas
$13.6K -$13.7K – –
CPG
359
Cornerstone Planning Group
New Jersey
$13.2K +$13.2K +283 New
CIA
360
Cape Investment Advisory
Georgia
$12.4K +$6.2K +133 +100%
TRCT
361
Tower Research Capital (TRC)
New York
$12.1K -$20.4K -437 -63%
IPW
362
Impact Partnership Wealth
Georgia
$11.6K +$11.6K +248 New
CAS
363
Coppell Advisory Solutions
Texas
$11K -$632K -13,562 -98%
AAP
364
Arax Advisory Partners
Colorado
$10.9K +$5.51K +118 +103%
HNB
365
Huntington National Bank
Ohio
$9.94K -$10K – –
LFG
366
Larson Financial Group
Missouri
$9.48K +$47 +1 +0.5%
GFPC
367
Global Financial Private Client
Florida
$9.3K – – –
CP
368
Castleview Partners
Texas
$8.86K -$64.1K -1,375 -88%
NRG
369
Nemes Rush Group
Michigan
$8.21K +$8.21K +176 New
WBC
370
West Branch Capital
Massachusetts
$6.62K – – –
VF
371
VitalStone Financial
Texas
$5K – – –
FWM
372
Focused Wealth Management
New York
$4.84K +$47 +1 +1%
SFSG
373
Sound Financial Strategies Group
Mississippi
$4.71K -$933 -20 -17%
RG
374
Retirement Group
California
$4.29K – – –
BWM
375
Baystate Wealth Management
Massachusetts
$4.01K -$10.3K -219 -72%
13 14
15
16 17