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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

384 hedge funds and large institutions have $2.91B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 116 increasing their positions, 183 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
6.15%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.59%
New
34
Increased
116
Reduced
183
Closed
27
Calls
$24K
Puts
–
Net Calls
+$24K
Net Calls Change
+$10K

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$34.4M
2
Bank of America
Bank of America
North Carolina
$135M
3
AA
Acorns Advisers
California
$355M
4
OPS
Orion Portfolio Solutions
Nebraska
$17.5M
5
BAAM
Baker Avenue Asset Management
California
$8.11M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$127M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.8M
3
UBS Group
UBS Group
Switzerland
$90.3M
4
Morgan Stanley
Morgan Stanley
New York
$61M
5
HighTower Advisors
HighTower Advisors
Illinois
$3.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
376
Retirement Group
California
$4K – – –
TFA
377
Transamerica Financial Advisors
Florida
$3K -$46.8K -842 -94%
HBW
378
Hazlett, Burt & Watson
West Virginia
$3K – – –
WTA
379
Washington Trust Advisors
Massachusetts
$2.92K – – –
FMB
380
Field & Main Bank
Kentucky
$2.88K – – –
FCA
381
Fortis Capital Advisors
Kansas
$2.22K +$424 +9 +24%
GWSA
382
Global Wealth Strategies & Associates
Colorado
$2.12K – – –
FRA
383
Front Row Advisors
California
$2K – – –
TAM
384
Townsend Asset Management
North Carolina
$1.51K – – –
FCAG
385
First Capital Advisors Group
New Jersey
$990 +$990 +21 New
FGAM
386
Financial Gravity Asset Management
Texas
$737 +$16 +1 +2%
HWM
387
HighMark Wealth Management
Minnesota
$660 +$660 +14 New
IHWM
388
Iron Horse Wealth Management
Iowa
$224 – – –
WWM
389
Wolff Wiese Magana
California
$142 – – –
TWM
390
Tradition Wealth Management
Minnesota
– -$1.85M -39,814 Closed
WI
391
WBI Investments
New Jersey
– -$1.54M -33,117 Closed
MCC
392
Money Concepts Capital
Florida
– -$1.3M -27,905 Closed
HHRDM
393
H&H Retirement Design & Management
Nevada
– -$843K -17,933 Closed
Wealth Enhancement Advisory Services
394
Wealth Enhancement Advisory Services
Minnesota
– -$730K -15,520 Closed
HCA
395
Heck Capital Advisors
Wisconsin
– -$579K -12,475 Closed
GP
396
Girard Partners
Pennsylvania
– -$549K -11,832 Closed
GWM
397
GDS Wealth Management
Texas
– -$538K -11,585 Closed
SDWMA
398
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$493K -10,615 Closed
PFWA
399
Paces Ferry Wealth Advisors
Georgia
– -$460K -9,900 Closed
AWA
400
AmeriServ Wealth Advisors
Pennsylvania
– -$432K -9,305 Closed
13 14 15
16
17