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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

374 hedge funds and large institutions have $3.06B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 136 increasing their positions, 152 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-9
Holders Change %
-2.35%
% of All Funds
6.47%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.62%
New
31
Increased
136
Reduced
152
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWP
1
FAS Wealth Partners
Kansas
$49.4M
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$209M
3
Jane Street
3
Jane Street
New York
$36.7M
4
BlackRock
4
BlackRock
New York
$86.3M
5
Ameriprise
5
Ameriprise
Minnesota
$181M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$85M
2
CWM
2
Campbell Wealth Management
Virginia
$1.91M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$7.44M
4
ST
4
Spinnaker Trust
Maine
$3.53M
5
Charles Schwab
5
Charles Schwab
California
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
26
Prosperity Planning
Missouri
$24.4M -$25.2M – –
LPL Financial
27
LPL Financial
California
$23.8M -$1.06M -22,978 -4%
CWM
28
Cahaba Wealth Management
Georgia
$23.4M +$13.2M +286,432 +129%
DWM
29
Destination Wealth Management
California
$23M +$901K +19,554 +4%
PFM
30
Phillips Financial Management
Indiana
$21.2M -$2.26M -48,954 -10%
CMP
31
Courage Miller Partners
Virginia
$21M -$242K -5,244 -1%
DWA
32
Divergent Wealth Advisors
Utah
$19.9M +$1.64M +35,572 +9%
GWM
33
Geneos Wealth Management
Colorado
$19.8M -$829K -17,993 -4%
MCA
34
Maryland Capital Advisors
Maryland
$19M +$1.93M +41,955 +11%
OBWG
35
Onyx Bridge Wealth Group
New York
$18.9M -$3.44M -74,843 -15%
OWA
36
Opal Wealth Advisors
New York
$18.8M -$541K -11,735 -3%
AWM
37
AE Wealth Management
Kansas
$18.6M +$1.32M +28,606 +8%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$18.3M -$3.57M -77,354 -16%
MAM
39
Meeder Asset Management
Ohio
$18.2M +$3.1M +67,207 +21%
CL
40
CIM LLC
New York
$16M +$1.07M +23,351 +7%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$15.2M -$4.71M -102,196 -24%
ONST
42
Old North State Trust
North Carolina
$15M +$15M +325,862 +100,265%
Creative Planning
43
Creative Planning
Kansas
$15M +$4.79M +104,008 +47%
SPIA
44
Steward Partners Investment Advisory
New York
$14.8M -$326K -7,078 -2%
HI
45
Harbour Investments
Wisconsin
$13.3M – – –
BFA
46
Buttonwood Financial Advisors
Maryland
$12.7M +$577K +12,589 +5%
CFS
47
Cannon Financial Strategists
Georgia
$12.3M +$726K +15,756 +6%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$12.1M +$39.1K +849 +0.3%
FG
49
Fiduciary Group
Georgia
$11.8M -$374K -8,073 -3%
MW
50
MBL Wealth
North Carolina
$11.7M +$4.53M +98,265 +63%
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