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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

379 hedge funds and large institutions have $4.05B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 140 increasing their positions, 148 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-11
Holders Change %
-2.82%
% of All Funds
6%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.71%
New
36
Increased
140
Reduced
148
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$83M
2
Ameriprise
2
Ameriprise
Minnesota
$220M
3
ST
3
Spinnaker Trust
Maine
$88M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$50.5M
5
NA
5
NewEdge Advisors
Louisiana
$37.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$10M
2
AF
2
Allworth Financial
California
$5.34M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
PP
4
Prosperity Planning
Missouri
$26.7M
5
ST
5
Smithfield Trust
Pennsylvania
$6.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
26
Jones Financial Companies
Missouri
$27.9M +$2.09M +43,299 +8%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$27.1M -$8.58M -177,016 -24%
PP
28
Prosperity Planning
Missouri
$26.7M -$25.9M – –
DWM
29
Destination Wealth Management
California
$25M +$661K +13,648 +3%
PFM
30
Phillips Financial Management
Indiana
$23.4M +$6.61M +136,484 +39%
SMM
31
Stadion Money Management
Georgia
$23.3M -$15.9M -327,774 -41%
GWM
32
GDS Wealth Management
Texas
$23.1M +$834K +17,369 +4%
Jane Street
33
Jane Street
New York
$22.6M +$936K +19,319 +4%
CMP
34
Courage Miller Partners
Virginia
$22.4M +$410K +8,471 +2%
BC
35
Brio Consultants
California
$22.3M +$1.22M +25,176 +6%
Creative Planning
36
Creative Planning
Kansas
$22M +$4.98M +102,723 +29%
GWM
37
Geneos Wealth Management
Colorado
$22M -$706K -14,559 -3%
DWA
38
Divergent Wealth Advisors
Utah
$21.3M +$463K +9,557 +2%
HCM
39
Hudson Capital Management
New Jersey
$20.8M +$451K +9,307 +2%
OBWG
40
Onyx Bridge Wealth Group
New York
$20.7M +$6.3M +131,346 +44%
CW
41
Connectus Wealth
Ohio
$19.7M +$19.7M +407,471 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$19.3M -$349K -7,192 -2%
SGI
43
Summit Global Investments
Utah
$19M -$2.98M -61,427 -14%
IWMWV
44
Ironwood Wealth Management (West Virginia)
West Virginia
$18.3M +$238K +4,909 +1%
MCA
45
Maryland Capital Advisors
Maryland
$18M +$816K +16,842 +5%
FG
46
Fiduciary Group
Georgia
$17.5M -$1.35M -28,302 -7%
AF
47
Advisornet Financial
Minnesota
$17M +$1.27M +26,280 +8%
SPIA
48
Steward Partners Investment Advisory
New York
$16.5M -$405K -8,365 -2%
AWM
49
AE Wealth Management
Kansas
$15.2M -$820K -16,923 -5%
CL
50
CIM LLC
New York
$15M -$146K -3,043 -1%
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