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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

384 hedge funds and large institutions have $2.91B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 116 increasing their positions, 183 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
6.15%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.59%
New
34
Increased
116
Reduced
183
Closed
27
Calls
$24K
Puts
–
Net Calls
+$24K
Net Calls Change
+$10K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$34.4M
2
Bank of America
2
Bank of America
North Carolina
$135M
3
AA
3
Acorns Advisers
California
$355M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$17.5M
5
BAAM
5
Baker Avenue Asset Management
California
$8.11M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$127M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.8M
3
UBS Group
3
UBS Group
Switzerland
$90.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$61M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
26
TD Ameritrade Investment Management
Nebraska
$24.3M -$2.89M -61,322 -11%
CIP
27
Capital Insight Partners
Arizona
$22.9M -$6.44M -136,613 -22%
DWM
28
Destination Wealth Management
California
$22.4M +$1.72M +36,554 +8%
CMP
29
Courage Miller Partners
Virginia
$22.4M +$1.37M +29,080 +7%
GWM
30
Geneos Wealth Management
Colorado
$20.7M +$319K +6,761 +2%
OWA
31
Opal Wealth Advisors
New York
$19.7M +$1.05M +22,260 +6%
CL
32
CIM LLC
New York
$19M +$343K +7,270 +2%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$18.6M -$8.05M -170,788 -30%
BCI
34
Brinker Capital Investments
Pennsylvania
$17.5M -$3.25M -68,840 -16%
OPS
35
Orion Portfolio Solutions
Nebraska
$17.5M +$16.6M +353,030 +1,905%
PFM
36
Phillips Financial Management
Indiana
$16.6M +$152K +3,222 +0.9%
AWM
37
AE Wealth Management
Kansas
$16.6M -$1.47M -31,201 -8%
ONST
38
Old North State Trust
North Carolina
$15.6M +$179K +3,787 +1%
MAM
39
Meeder Asset Management
Ohio
$15.2M -$3.89M -82,468 -20%
Cerity Partners
40
Cerity Partners
New York
$15.1M +$4.06M +85,854 +37%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$14.8M -$49.4M -1,047,183 -77%
MCA
42
Maryland Capital Advisors
Maryland
$14.7M -$970K -20,577 -6%
DWA
43
Divergent Wealth Advisors
Utah
$14.3M -$357K -7,562 -2%
HI
44
Harbour Investments
Wisconsin
$14.1M +$2.26M +47,981 +19%
CA
45
CGN Advisors
Kansas
$13.9M -$1.77M -37,581 -11%
BFA
46
Buttonwood Financial Advisors
Maryland
$13.2M +$148K +3,148 +1%
AWC
47
Abundance Wealth Counselors
Pennsylvania
$12.6M +$1.23M +26,139 +11%
Creative Planning
48
Creative Planning
Kansas
$12.4M -$634K -13,443 -5%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$12.3M -$301K -6,376 -2%
CFS
50
Cannon Financial Strategists
Georgia
$12.2M -$979K -20,766 -7%
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