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

Top Sellers

1
RJA
Raymond James & Associates
Florida
$85M
2
CWM
Campbell Wealth Management
Virginia
$1.91M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$7.44M
4
ST
Spinnaker Trust
Maine
$3.53M
5
Charles Schwab
Charles Schwab
California
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
376
Selective Wealth Management
Virginia
$1K – – –
FGAM
377
Financial Gravity Asset Management
Texas
$702 -$15 -5 -2%
OAM
378
Oak Asset Management
California
– -$21.9M -461,490 Closed
SMM
379
Stadion Money Management
Georgia
– -$21.2M -447,966 Closed
CTB
380
Country Trust Bank
Illinois
– -$13.9M -293,830 Closed
DI
381
DAGCO Inc
Ohio
– -$9.58M -202,132 Closed
SWM
382
Scissortail Wealth Management
Oklahoma
– -$6.23M -123,581 Closed
GSIS
383
Global Strategic Investment Solutions
Arizona
– -$3.19M -67,360 Closed
CI
384
Conning Inc
Connecticut
– -$3.08M -65,000 Closed
MW
385
Marcum Wealth
Ohio
– -$524K -11,061 Closed
FA
386
Fiducient Advisors
Illinois
– -$496K -10,460 Closed
PFA
387
Pure Financial Advisors
California
– -$457K -9,645 Closed
CPSAC
388
Chas P. Smith & Associates (CPS)
Florida
– -$452K -9,526 Closed
PBO
389
Peoples Bank (Ohio)
Ohio
– -$446K -9,406 Closed
ANTB
390
AMG National Trust Bank
Colorado
– -$397K -8,286 Closed
FAIM
391
Financial Advocates Investment Management
Washington
– -$373K -7,870 Closed
SNB
392
Security National Bank
Nebraska
– -$370K -7,811 Closed
SAM
393
Summit Asset Management
Tennessee
– -$362K -7,644 Closed
RWP
394
Ridgecrest Wealth Partners
California
– -$351K -7,400 Closed
CBFP
395
Cedar Brook Financial Partners
Ohio
– -$350K -7,389 Closed
SI
396
Saxon Interests
Texas
– -$312K -6,588 Closed
TF
397
TIAA FSB
Florida
– -$249K -5,253 Closed
RJTCONH
398
Raymond James Trust Company of New Hampshire
New Hampshire
– -$235K -4,957 Closed
SFS
399
Summit Financial Strategies
Ohio
– -$235K -4,948 Closed
MWM
400
Meridian Wealth Management
Kentucky
– -$230K -4,850 Closed
13 14 15
16
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