ISTB icon

iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

384 hedge funds and large institutions have $2.6B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 122 increasing their positions, 172 reducing their positions, and 28 closing their positions.

Holders
384
Holders Change
–
Holders Change %
0%
% of All Funds
6.06%
Holding in Top 10
29
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-21.62%
% of All Funds
0.46%
New
32
Increased
122
Reduced
172
Closed
28
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
-$10K

Top Buyers

1
AA
1
Acorns Advisers
California
$372M
2
TA
2
Townsend & Associates
Colorado
$13.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$67.4M
4
Cerity Partners
4
Cerity Partners
New York
$19.6M
5
MCA
5
Maryland Capital Advisors
Maryland
$18.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$37.7M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$15.1M
3
PP
3
Prosperity Planning
Missouri
$29.3M
4
MMA
4
Miracle Mile Advisors
California
$12.8M
5
Jane Street
5
Jane Street
New York
$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$20.8M +$409K +8,772 +2%
Osaic Holdings
27
Osaic Holdings
Arizona
$20.4M -$6.55M -140,536 -24%
OWA
28
Opal Wealth Advisors
New York
$20M +$536K +11,482 +3%
Cerity Partners
29
Cerity Partners
New York
$19.6M +$4.76M +102,059 +32%
CL
30
CIM LLC
New York
$19M +$243K +5,216 +1%
MCA
31
Maryland Capital Advisors
Maryland
$18.6M +$4.08M +87,431 +28%
Kovitz Investment Group Partners
32
Kovitz Investment Group Partners
Illinois
$18.4M -$15.6M -335,173 -46%
AWM
33
AE Wealth Management
Kansas
$16.3M -$125K -2,679 -0.8%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$15.7M +$1.04M +22,316 +7%
PFM
35
Phillips Financial Management
Indiana
$15.4M -$992K -21,262 -6%
ONST
36
Old North State Trust
North Carolina
$15.4M -$54.1K -1,160 -0.4%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$15.1M -$41.3M -885,696 -73%
DWA
38
Divergent Wealth Advisors
Utah
$14.5M +$390K +8,361 +3%
CA
39
CGN Advisors
Kansas
$14.5M +$701K +15,023 +5%
HI
40
Harbour Investments
Wisconsin
$14.3M +$399K +8,558 +3%
OPS
41
Orion Portfolio Solutions
Nebraska
$14.3M -$3.07M -65,806 -18%
BCI
42
Brinker Capital Investments
Pennsylvania
$14.3M -$3.07M -65,806 -18%
TA
43
Townsend & Associates
Colorado
$13.8M +$8.74M +187,292 +172%
CIP
44
Capital Insight Partners
Arizona
$13.7M -$8.92M -191,194 -39%
BFA
45
Buttonwood Financial Advisors
Maryland
$12.9M -$213K -4,561 -2%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$12.9M -$2.43M -52,156 -16%
MMA
47
Miracle Mile Advisors
California
$12.8M -$25.3M -543,116 -66%
FFS
48
Founders Financial Securities
Maryland
$12M +$3.16M +67,825 +36%
HAIM
49
Hunter Associates Investment Management
Pennsylvania
$11.8M +$3.19M +68,509 +37%
HI
50
Horizon Investments
North Carolina
$11.8M +$3.11M +67,012 +36%
1
2
3 4 5