ISTB icon

iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

380 hedge funds and large institutions have $2.79B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 161 reducing their positions, and 38 closing their positions.

Holders
380
Holders Change
+22
Holders Change %
+6.15%
% of All Funds
5.57%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.41%
New
62
Increased
117
Reduced
161
Closed
38
Calls
$24K
Puts
$152K
Net Calls
-$128K
Net Calls Change
-$142K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$138M
2
ST
2
Spinnaker Trust
Maine
$57.6M
3
TA
3
Townsend & Associates
Colorado
$43.9M
4
AA
4
Acorns Advisers
California
$408M
5
Jane Street
5
Jane Street
New York
$19.3M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$51.7M
2
PP
2
Prosperity Planning
Missouri
$30.9M
3
SP
3
Symmetry Partners
Connecticut
$0
4
NA
4
NewEdge Advisors
Louisiana
$1.59M
5
Ameriprise
5
Ameriprise
Minnesota
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
401
Security Financial Services
Indiana
– -$277K -5,967 Closed
SFG
402
Sovereign Financial Group
Connecticut
– -$270K -5,813 Closed
CA
403
Cetera Advisors
Colorado
– -$261K -5,624 Closed
Renaissance Technologies
404
Renaissance Technologies
New York
– -$256K -5,523 Closed
PAMG
405
Patton Albertson Miller Group
Tennessee
– -$244K -5,258 Closed
KOC
406
Koss-Olinger Consulting
Florida
– -$229K -4,930 Closed
PMG
407
ProVise Management Group
Florida
– -$227K -4,886 Closed
FNWM
408
Financial Network Wealth Management
Utah
– -$212K -4,596 Closed
GPA
409
Guidance Point Advisors
Massachusetts
– -$213K -4,584 Closed
GFA
410
Gallagher Fiduciary Advisors
Illinois
– -$206K -4,446 Closed
BCV
411
Banque Cantonale Vaudoise
Switzerland
– -$140K -3,019 Closed
OIA
412
Optimum Investment Advisors
Illinois
– -$139K -3,000 Closed
HPC
413
HM Payson & Co
Maine
– -$39.1K -844 Closed
CT
414
Cambridge Trust
Massachusetts
– -$38.1K -821 Closed
MPCG
415
Matrix Private Capital Group
New York
– -$29.9K -645 Closed
RIA
416
Realta Investment Advisors
Delaware
– -$19.9K -426 Closed
NRG
417
Nemes Rush Group
Michigan
– -$8.16K -176 Closed
WBC
418
West Branch Capital
Massachusetts
– -$6.59K -142 Closed
SFSG
419
Sound Financial Strategies Group
Mississippi
– -$4.68K -101 Closed
HFS
420
Hantz Financial Services
Michigan
– -$4K -83 Closed
BEI
421
Benjamin Edwards Inc
Missouri
– -$4K -77 Closed
FFA
422
Founders Financial Alliance
North Carolina
– -$3.48K -75 Closed
CSPIA
423
Cary Street Partners Investment Advisory
Virginia
– -$2.13K -46 Closed
KFS
424
Kelly Financial Services
Massachusetts
– -$374 -8 Closed
13 14 15 16
17