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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

380 hedge funds and large institutions have $2.79B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 161 reducing their positions, and 38 closing their positions.

Holders
380
Holders Change
+22
Holders Change %
+6.15%
% of All Funds
5.57%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.41%
New
62
Increased
117
Reduced
161
Closed
38
Calls
$24K
Puts
$152K
Net Calls
-$128K
Net Calls Change
-$142K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$138M
2
ST
2
Spinnaker Trust
Maine
$57.6M
3
TA
3
Townsend & Associates
Colorado
$43.9M
4
AA
4
Acorns Advisers
California
$408M
5
Jane Street
5
Jane Street
New York
$19.3M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$51.7M
2
PP
2
Prosperity Planning
Missouri
$30.9M
3
SP
3
Symmetry Partners
Connecticut
$0
4
NA
4
NewEdge Advisors
Louisiana
$1.59M
5
Ameriprise
5
Ameriprise
Minnesota
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$21.6M +$1.14M +24,032 +6%
GWM
27
Geneos Wealth Management
Colorado
$21.4M -$751K -15,797 -3%
OWA
28
Opal Wealth Advisors
New York
$20.7M +$510K +10,719 +3%
Ameriprise
29
Ameriprise
Minnesota
$19.4M -$14.6M -306,965 -43%
Jane Street
30
Jane Street
New York
$19.3M +$15.9M +334,258 +466%
CA
31
CGN Advisors
Kansas
$15.8M +$186K +3,915 +1%
PFM
32
Phillips Financial Management
Indiana
$15.6M -$195K -4,093 -1%
FFS
33
Founders Financial Securities
Maryland
$15.4M +$1.54M +32,424 +11%
HI
34
Horizon Investments
North Carolina
$15.2M +$1.53M +32,206 +11%
Creative Planning
35
Creative Planning
Kansas
$14.4M -$630K -13,241 -4%
CIP
36
Capital Insight Partners
Arizona
$14.3M +$259K +5,442 +2%
PAI
37
Pittenger & Anderson Inc
Nebraska
$13.2M +$1.26M +26,457 +10%
Osaic Holdings
38
Osaic Holdings
Arizona
$13.2M +$878K +18,462 +7%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$12.9M -$804K -16,898 -6%
OPS
40
Orion Portfolio Solutions
Nebraska
$12.6M -$197K -4,161 -2%
BCI
41
Brinker Capital Investments
Pennsylvania
$12.6M -$197K -4,161 -2%
DWA
42
Divergent Wealth Advisors
Utah
$12.1M -$135K -2,835 -1%
OFG
43
Omega Financial Group
California
$11.1M -$79.2K -1,666 -0.7%
HighTower Advisors
44
HighTower Advisors
Illinois
$11.1M +$7.91M +166,272 +252%
FSWA
45
Financial Synergies Wealth Advisors
Texas
$10.6M -$628K -13,517 -6%
BPA
46
Beacon Pointe Advisors
California
$10.5M +$450K +9,459 +4%
HAIM
47
Hunter Associates Investment Management
Pennsylvania
$9.36M +$938K +19,725 +11%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$9.3M +$630K +13,236 +7%
ARA
49
Alexander Randolph Advisory
Virginia
$9.05M +$9.05M +190,192 New
DC
50
Dorval Corp
Minnesota
$8.77M +$8.77M +184,371 New
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