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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

358 hedge funds and large institutions have $2.51B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 120 increasing their positions, 156 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-26
Holders Change %
-6.77%
% of All Funds
5.71%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.48%
New
20
Increased
120
Reduced
156
Closed
43
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$183M
2
BlackRock
BlackRock
New York
$98.3M
3
AA
Acorns Advisers
California
$382M
4
BC
Brio Consultants
California
$11.3M
5
Citadel Advisors
Citadel Advisors
Florida
$11.4M

Top Sellers

1
Jane Street
Jane Street
New York
$3.33M
2
Bank of America
Bank of America
North Carolina
$80.6M
3
PP
Prosperity Planning
Missouri
$30.3M
4
HI
Harbour Investments
Wisconsin
$1.78M
5
RJA
Raymond James & Associates
Florida
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
376
Independent Advisor Alliance
North Carolina
– -$389K -8,334 Closed
PPW
377
Presilium Private Wealth
Pennsylvania
– -$389K -8,331 Closed
PSF
378
Pacific Sun Financial
California
– -$368K -7,800 Closed
DP
379
Dearborn Partners
Illinois
– -$361K -7,736 Closed
GS
380
GTS Securities
New York
– -$354K -7,596 Closed
PWM
381
Perigon Wealth Management
California
– -$311K -6,674 Closed
SFG
382
StrategIQ Financial Group
Indiana
– -$295K -6,330 Closed
KIG
383
Kowal Investment Group
Wisconsin
– -$295K -6,323 Closed
ZIM
384
Zacks Investment Management
Illinois
– -$295K -6,323 Closed
AAS
385
Avantax Advisory Services
Texas
– -$285K -6,110 Closed
PA
386
PFG Advisors
Arizona
– -$274K -5,878 Closed
HS
387
Horan Securities
United States
– -$259K -5,563 Closed
AWM
388
Accurate Wealth Management
Florida
– -$251K -5,368 Closed
JJBC
389
James J. Burns & Company
New York
– -$245K -5,247 Closed
AT
390
American Trust
Kentucky
– -$238K -5,106 Closed
PWS
391
Peterson Wealth Services
Utah
– -$232K -4,967 Closed
PWM
392
PBMares Wealth Management
Virginia
– -$205K -4,394 Closed
WC
393
Whitney & Co
New York
– -$203K -4,350 Closed
BA
394
Bristlecone Advisors
Washington
– -$202K -4,325 Closed
WP
395
WealthPLAN Partners
Nebraska
– -$164K -3,506 Closed
PIAS
396
PCA Investment Advisory Services
Ohio
– -$138K -2,968 Closed
VNIM
397
Vaughan Nelson Investment Management
Texas
– -$108K -2,325 Closed
DI
398
Disciplined Investments
Oklahoma
– -$31.9K -685 Closed
S
399
SignatureFD
Georgia
– -$29.1K -624 Closed
Bessemer Group
400
Bessemer Group
New Jersey
– -$23K -500 Closed
13 14 15
16
17