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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

387 hedge funds and large institutions have $3.94B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 136 increasing their positions, 162 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+13
Holders Change %
+3.48%
% of All Funds
6.24%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.56%
New
53
Increased
136
Reduced
162
Closed
35
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
+$14K

Top Buyers

1
Jane Street
1
Jane Street
New York
$108M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$63.2M
3
Ameriprise
3
Ameriprise
Minnesota
$207M
4
MMA
4
Miracle Mile Advisors
California
$31.1M
5
AA
5
Acorns Advisers
California
$332M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$710M
2
KFAA
2
Klaas Financial Asset Advisors
Illinois
$0
3
FWP
3
FAS Wealth Partners
Kansas
$20.6M
4
PP
4
Prosperity Planning
Missouri
$26.5M
5
RJA
5
Raymond James & Associates
Florida
$65.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
376
Focused Wealth Management
New York
$4.77K -$2.64K -57 -36%
SFSG
377
Sound Financial Strategies Group
Mississippi
$4.69K – – –
RG
378
Retirement Group
California
$4K -$4.96K -114 -55%
FFA
379
Founders Financial Alliance
North Carolina
$3.48K – – –
HBW
380
Hazlett, Burt & Watson
West Virginia
$3K +$43 +1 +1%
WTA
381
Washington Trust Advisors
Massachusetts
$2.88K – – –
FMB
382
Field & Main Bank
Kentucky
$2.83K +$2.83K +61 New
GWSA
383
Global Wealth Strategies & Associates
Colorado
$2.09K +$2.09K +45 New
SWM
384
Spire Wealth Management
Virginia
$2K -$69.3K -1,385 -97%
FRA
385
Front Row Advisors
California
$2K – – –
TSWM
386
Tyler-Stone Wealth Management
Ohio
$2K – – –
FCA
387
Fortis Capital Advisors
Kansas
$1.77K +$1.77K +38 New
RFG
388
RFP Financial Group
Georgia
$1.63K +$1.63K +35 New
TAM
389
Townsend Asset Management
North Carolina
$1.49K +$1.49K +32 New
FGAM
390
Financial Gravity Asset Management
Texas
$1.06K -$4.22K -184 -80%
WWM
391
Wolff Wiese Magana
California
$139 – – –
FWA
392
Freedom Wealth Alliance
Wisconsin
$93 +$93 +2 New
CIAS
393
CFS Investment Advisory Services
New Jersey
– -$4.93M -4,934,055 Closed
KFAA
394
Klaas Financial Asset Advisors
Illinois
– -$54.4M -1,180,161 Closed
RA
395
RFG Advisory
Alabama
– -$3.08M -67,123 Closed
W
396
Wealthquest
Ohio
– -$3.06M -66,349 Closed
MAG
397
MRA Advisory Group
New Jersey
– -$2.85M -61,921 Closed
KCM
398
Karp Capital Management
California
– -$1.89M -40,976 Closed
AWS
399
AJ Wealth Strategies
New York
– -$1.25M -27,062 Closed
LPT
400
Legacy Private Trust
Wisconsin
– -$541K -11,742 Closed
14 15
16
17 18