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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 %
AAP
351
Arax Advisory Partners
Colorado
$24.7K +$6.19K +130 +33%
TCG
352
Transcendent Capital Group
Oklahoma
$24.5K +$24.5K +515 New
PP
353
Pacifica Partners
Canada
$24.1K +$141 +3 +0.6%
GJIA
354
Glass Jacobson Investment Advisors
Maryland
$22.4K -$38.6K -812 -63%
CAL
355
Capital Analysts LLC
Pennsylvania
$20K -$69K -1,460 -78%
AA
356
Ancora Advisors
Ohio
$17.4K – – –
VL
357
Vima LLC
Michigan
$15.2K +$15.2K +319 New
LOIP
358
Live Oak Investment Partners
Texas
$12.2K -$13.5K – –
AF
359
Advisornet Financial
Minnesota
$11.6K -$8.35M -175,548 -100%
GGI
360
Godsey & Gibb Inc
Virginia
$11.5K – – –
LFG
361
Larson Financial Group
Missouri
$9.85K +$95 +2 +1%
TRCT
362
Tower Research Capital (TRC)
New York
$9.08K -$9.42K -198 -51%
TAM
363
Townsend Asset Management
North Carolina
$8.8K +$8.8K +185 New
MCM
364
MidAtlantic Capital Management
Virginia
$7.09K +$7.09K +199 New
PCM
365
Penserra Capital Management
California
$7K +$7K +156 New
FWM
366
Focused Wealth Management
New York
$5.03K +$47 +1 +1%
PA
367
Parallel Advisors
California
$4.82K +$48 +1 +1%
QCG
368
Quadrant Capital Group
Ohio
$4.76K -$9.56K -201 -67%
RG
369
Retirement Group
California
$4.38K – – –
BWM
370
Baystate Wealth Management
Massachusetts
$4.17K +$48 +1 +1%
CIAS
371
Capital Investment Advisory Services
North Carolina
$3.19K +$3.19K +67 New
TFA
372
Transamerica Financial Advisors
Florida
$3K – – –
FRA
373
Front Row Advisors
California
$2.38K – – –
GWSA
374
Global Wealth Strategies & Associates
Colorado
$2.14K – – –
TSWM
375
Tyler-Stone Wealth Management
Ohio
$2K – – –
13 14
15
16 17