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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

358 hedge funds and large institutions have $2.51B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 120 increasing their positions, 156 reducing their positions, and 43 closing their positions.

Holders
358
Holders Change
-26
Holders Change %
-6.77%
% of All Funds
5.71%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.48%
New
20
Increased
120
Reduced
156
Closed
43
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$183M
2
BlackRock
2
BlackRock
New York
$98.3M
3
AA
3
Acorns Advisers
California
$382M
4
BC
4
Brio Consultants
California
$11.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$11.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.33M
2
Bank of America
2
Bank of America
North Carolina
$80.6M
3
PP
3
Prosperity Planning
Missouri
$30.3M
4
HI
4
Harbour Investments
Wisconsin
$1.78M
5
RJA
5
Raymond James & Associates
Florida
$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
26
Cerity Partners
New York
$20.5M +$1M +21,597 +5%
CL
27
CIM LLC
New York
$20.1M +$1.18M +25,418 +6%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$20M -$962K -20,734 -5%
OWA
29
Opal Wealth Advisors
New York
$19.7M -$150K -3,241 -0.8%
ONST
30
Old North State Trust
North Carolina
$16.2M +$906K +19,529 +6%
PFM
31
Phillips Financial Management
Indiana
$15.4M +$33.9K +731 +0.2%
CA
32
CGN Advisors
Kansas
$15.3M +$846K +18,250 +6%
Creative Planning
33
Creative Planning
Kansas
$14.7M +$4.03M +86,835 +38%
CIP
34
Capital Insight Partners
Arizona
$13.7M +$13K +280 +0.1%
FFS
35
Founders Financial Securities
Maryland
$13.6M +$1.66M +35,864 +14%
AWM
36
AE Wealth Management
Kansas
$13.4M -$2.72M -58,545 -17%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$13.3M +$524K +11,297 +4%
HI
38
Horizon Investments
North Carolina
$13.3M +$1.65M +35,686 +14%
MCA
39
Maryland Capital Advisors
Maryland
$13.2M -$5.32M -114,745 -29%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$12.9M -$2.12M -45,825 -14%
OPS
41
Orion Portfolio Solutions
Nebraska
$12.5M -$1.64M -35,392 -12%
BCI
42
Brinker Capital Investments
Pennsylvania
$12.5M -$1.64M -35,392 -12%
MMA
43
Miracle Mile Advisors
California
$12.4M -$327K -7,049 -3%
Osaic Holdings
44
Osaic Holdings
Arizona
$12M -$8.27M -178,402 -41%
DWA
45
Divergent Wealth Advisors
Utah
$11.9M -$2.51M -54,027 -17%
PAI
46
Pittenger & Anderson Inc
Nebraska
$11.7M +$714K +15,404 +7%
Citadel Advisors
47
Citadel Advisors
Florida
$11.4M +$11.1M +239,635 +3,876%
BC
48
Brio Consultants
California
$11.3M +$11.3M +243,671 New
FSWA
49
Financial Synergies Wealth Advisors
Texas
$11.2M +$263K +5,662 +2%
OFG
50
Omega Financial Group
California
$10.9M +$288K +6,214 +3%
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