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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

358 hedge funds and large institutions have $2.51B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 120 increasing their positions, 156 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-26
Holders Change %
-6.77%
% of All Funds
5.71%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.48%
New
20
Increased
120
Reduced
156
Closed
43
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$183M
2
BlackRock
BlackRock
New York
$98.3M
3
AA
Acorns Advisers
California
$382M
4
BC
Brio Consultants
California
$11.3M
5
Citadel Advisors
Citadel Advisors
Florida
$11.4M

Top Sellers

1
Jane Street
Jane Street
New York
$3.33M
2
Bank of America
Bank of America
North Carolina
$80.6M
3
PP
Prosperity Planning
Missouri
$30.3M
4
HI
Harbour Investments
Wisconsin
$1.78M
5
RJA
Raymond James & Associates
Florida
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
351
Founders Financial Alliance
North Carolina
$3.48K – – –
TFA
352
Transamerica Financial Advisors
Florida
$3K – – –
FRA
353
Front Row Advisors
California
$2.32K – – –
CSPIA
354
Cary Street Partners Investment Advisory
Virginia
$2.13K +$2.13K +46 New
GWSA
355
Global Wealth Strategies & Associates
Colorado
$2.09K – – –
TSWM
356
Tyler-Stone Wealth Management
Ohio
$2K – – –
SWM
357
Spire Wealth Management
Virginia
$928 -$32.5K -700 -97%
HWM
358
HighMark Wealth Management
Minnesota
$649 – – –
FGAM
359
Financial Gravity Asset Management
Texas
$619 -$1.62K -34 -72%
MCM
360
MV Capital Management
Maryland
$603 – – –
KFS
361
Kelly Financial Services
Massachusetts
$374 – – –
IHWM
362
Iron Horse Wealth Management
Iowa
$223 – – –
WWM
363
Wolff Wiese Magana
California
$140 – – –
RFC
364
Regions Financial Corp
Alabama
$7 – – –
TAIM
365
TD Ameritrade Investment Management
Nebraska
– -$22.2M -476,733 Closed
SHFP
366
Second Half Financial Partners
Florida
– -$1.74M -37,308 Closed
Bank of New York Mellon
367
Bank of New York Mellon
New York
– -$1.6M -34,296 Closed
MCC
368
Money Concepts Capital
Florida
– -$921K -19,756 Closed
LRWA
369
Long Run Wealth Advisors
New York
– -$834K -17,886 Closed
RCIM
370
Red Cedar Investment Management
Michigan
– -$798K -17,116 Closed
UCFA
371
United Capital Financial Advisors
Texas
– -$582K -12,484 Closed
AP
372
Arlington Partners
Alabama
– -$508K -10,900 Closed
AA
373
Advisory Alpha
Michigan
– -$486K -10,414 Closed
HWM
374
HB Wealth Management
Georgia
– -$436K -9,341 Closed
ACA
375
Affinity Capital Advisors
California
– -$423K -9,067 Closed
13 14
15
16 17