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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

383 hedge funds and large institutions have $3.73B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 167 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+4
Holders Change %
+1.06%
% of All Funds
6.48%
Holding in Top 10
37
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.78%
% of All Funds
0.63%
New
57
Increased
108
Reduced
167
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of Wisconsin Investment Board
1
State of Wisconsin Investment Board
Wisconsin
$165M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$93.9M
3
OAM
3
Oak Asset Management
California
$21.9M
4
MA
4
MJP Associates
Connecticut
$21.6M
5
Mariner
5
Mariner
Kansas
$101M

Top Sellers

1
NS
1
Newman & Schimel
Illinois
$40.2M
2
RJA
2
Raymond James & Associates
Florida
$344M
3
Ameriprise
3
Ameriprise
Minnesota
$171M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$40.1M
5
KOC
5
Koss-Olinger Consulting
Florida
$353K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
26
Capital Insight Partners
Arizona
$31M +$1.14M +24,126 +4%
LPL Financial
27
LPL Financial
California
$25.5M -$3M -63,323 -11%
PP
28
Prosperity Planning
Missouri
$25.2M -$26.7M – –
PFM
29
Phillips Financial Management
Indiana
$24.1M +$1.22M +25,654 +5%
GWM
30
GDS Wealth Management
Texas
$23.7M +$970K +20,456 +4%
OBWG
31
Onyx Bridge Wealth Group
New York
$23.2M +$2.6M +54,537 +13%
DWM
32
Destination Wealth Management
California
$22.7M -$1.76M -37,208 -7%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$22.5M +$3.67M +77,497 +20%
CMP
34
Courage Miller Partners
Virginia
$21.9M -$22.1K -467 -0.1%
OAM
35
Oak Asset Management
California
$21.9M +$21.9M +461,490 New
MA
36
MJP Associates
Connecticut
$21.6M +$21.6M +454,918 New
GWM
37
Geneos Wealth Management
Colorado
$21.2M -$305K -6,413 -1%
SMM
38
Stadion Money Management
Georgia
$21.2M -$1.57M -33,100 -7%
W
39
Wealthquest
Ohio
$20.8M -$5.88M -124,037 -22%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$20.5M +$10.7M +225,036 +109%
OWA
41
Opal Wealth Advisors
New York
$19.9M +$19.9M +420,466 New
DWA
42
Divergent Wealth Advisors
Utah
$18.8M -$2.07M -43,767 -10%
AWM
43
AE Wealth Management
Kansas
$17.7M +$2.87M +60,647 +19%
AWA
44
Arete Wealth Advisors
Illinois
$17.6M +$17.6M +370,856 New
MCA
45
Maryland Capital Advisors
Maryland
$17.6M -$62.8K -1,324 -0.4%
EK
46
Evensky & Katz
Florida
$16.1M +$16M +337,740 +37,237%
SPIA
47
Steward Partners Investment Advisory
New York
$15.5M -$562K -11,851 -3%
MAM
48
Meeder Asset Management
Ohio
$15.5M +$1.91M +40,343 +14%
CL
49
CIM LLC
New York
$15.5M +$651K +13,753 +4%
CTB
50
Country Trust Bank
Illinois
$13.9M – – –
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