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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 %
AFP
401
Ausdal Financial Partners
Iowa
– -$501K -10,860 Closed
IWC
402
Integrated Wealth Concepts
Massachusetts
– -$493K -10,696 Closed
RWM
403
Ritholtz Wealth Management
New York
– -$456K -9,900 Closed
MWM
404
Modera Wealth Management
New Jersey
– -$394K -8,557 Closed
EWA
405
Exencial Wealth Advisors
Oklahoma
– -$382K -8,278 Closed
WFM
406
Wolff Financial Management
Michigan
– -$362K -7,862 Closed
AWM
407
Apollon Wealth Management
South Carolina
– -$344K -7,470 Closed
NEAM
408
New England Asset Management
Connecticut
– -$303K -6,583 Closed
FHA
409
Flagship Harbor Advisors
Massachusetts
– -$223K -4,845 Closed
MWM
410
McNaughton Wealth Management
California
– -$217K -4,701 Closed
EWA
411
Encompass Wealth Advisors
Oregon
– -$213K -4,615 Closed
WCM
412
Whitener Capital Management
North Carolina
– -$205K -4,456 Closed
CRWM
413
Castle Rock Wealth Management
California
– -$202K -4,400 Closed
HCM
414
Hengehold Capital Management
Ohio
– -$200K -4,331 Closed
HBT
415
Hills Bank & Trust
Iowa
– -$113K -2,454 Closed
ADL
416
Asset Dedication LLC
California
– -$50K -1,086 Closed
EIP
417
Ellis Investment Partners
Pennsylvania
– -$47K -1,021 Closed
SWA
418
SOA Wealth Advisors
New York
– -$46K -1,000 Closed
HPC
419
HM Payson & Co
Maine
– -$39K -844 Closed
SWM
420
Sugarloaf Wealth Management
Georgia
– -$27K -568 Closed
EW
421
Evoke Wealth
California
– -$24K -518 Closed
GI
422
Gradient Investments
Minnesota
– -$8K -175 Closed
BNP Paribas Financial Markets
423
BNP Paribas Financial Markets
France
– -$4.79K -104 Closed
PA
424
Parallel Advisors
California
– -$4K -84 Closed
SBL
425
Sargent Bickham Lagudis
Colorado
– -$3K -73 Closed
14 15 16
17
18