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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

384 hedge funds and large institutions have $2.6B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 122 increasing their positions, 172 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
–
Holders Change %
0%
% of All Funds
6.06%
Holding in Top 10
29
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-21.62%
% of All Funds
0.46%
New
32
Increased
122
Reduced
172
Closed
28
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
-$10K

Top Buyers

1
AA
Acorns Advisers
California
$372M
2
TA
Townsend & Associates
Colorado
$13.8M
3
Morgan Stanley
Morgan Stanley
New York
$67.4M
4
Cerity Partners
Cerity Partners
New York
$19.6M
5
MCA
Maryland Capital Advisors
Maryland
$18.6M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$37.7M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$15.1M
3
PP
Prosperity Planning
Missouri
$29.3M
4
MMA
Miracle Mile Advisors
California
$12.8M
5
Jane Street
Jane Street
New York
$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
376
Founders Financial Alliance
North Carolina
$3.5K +$3.5K +75 New
TFA
377
Transamerica Financial Advisors
Florida
$3K – – –
GWSA
378
Global Wealth Strategies & Associates
Colorado
$2.1K – – –
FRA
379
Front Row Advisors
California
$2K – – –
TSWM
380
Tyler-Stone Wealth Management
Ohio
$2K +$2K +42 New
TAM
381
Townsend Asset Management
North Carolina
$1.49K – – –
FGAM
382
Financial Gravity Asset Management
Texas
$1.1K – – –
FCAG
383
First Capital Advisors Group
New Jersey
$979 – – –
HWM
384
HighMark Wealth Management
Minnesota
$653 – – –
MCM
385
MV Capital Management
Maryland
$607 +$607 +13 New
KFS
386
Kelly Financial Services
Massachusetts
$373 +$373 +8 New
IHWM
387
Iron Horse Wealth Management
Iowa
$223 +$45 +1 +25%
WWM
388
Wolff Wiese Magana
California
$140 – – –
RFC
389
Regions Financial Corp
Alabama
$8 – – –
BWM
390
Boyd Wealth Management
California
– -$8.23M -174,489 Closed
PWMG
391
Pinnacle Wealth Management Group
Michigan
– -$7.66M -162,440 Closed
OL
392
Optas LLC
Texas
– -$4.43M -93,946 Closed
AI
393
Atria Investments
North Carolina
– -$1.32M -28,004 Closed
CAM
394
Cozad Asset Management
Illinois
– -$484K -10,255 Closed
AWA
395
Arete Wealth Advisors
Illinois
– -$479K -10,165 Closed
SS
396
Simplicity Solutions
Minnesota
– -$460K -9,758 Closed
LCWP
397
Legacy Capital Wealth Partners
Arkansas
– -$430K -9,117 Closed
Millennium Management
398
Millennium Management
New York
– -$414K -8,771 Closed
HF
399
HRT Financial
New York
– -$411K -8,719 Closed
MRWM
400
ML&R Wealth Management
Texas
– -$258K -5,469 Closed
13 14 15
16
17