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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 %
PAI
51
Pittenger & Anderson Inc
Nebraska
$11.6M -$737K -15,985 -6%
MMA
52
Miracle Mile Advisors
California
$11.4M -$33.9K -736 -0.3%
OFG
53
Omega Financial Group
California
$11.1M +$73.5K +1,594 +0.7%
SPC
54
Sigma Planning Corp
Michigan
$10.8M -$364K -7,891 -3%
BWM
55
Boyd Wealth Management
California
$10.7M +$1.58M +34,280 +17%
LWA
56
LWS Wealth Advisors
New Jersey
$10.6M +$826K +17,914 +8%
AFG
57
Arkansas Financial Group
Arkansas
$10.6M -$9.22K -200 -0.1%
FSWA
58
Financial Synergies Wealth Advisors
Texas
$10.4M +$298K +6,471 +3%
Citadel Advisors
59
Citadel Advisors
Florida
$10.4M +$6.98M +151,491 +206%
PAG
60
Private Advisor Group
New Jersey
$10.3M +$2.22M +48,090 +27%
CWM
61
Cranbrook Wealth Management
Michigan
$10.3M -$354K -7,671 -3%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$9.26M +$628K +13,620 +7%
WDG
63
Wealth Dimensions Group
Ohio
$9.03M -$1.37M -29,660 -13%
Cerity Partners
64
Cerity Partners
New York
$9.03M +$299K +6,481 +3%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$8.91M -$2.39M -51,812 -21%
CPSC
66
Carl P. Sherr & Co
Massachusetts
$8.45M +$60.3K +1,309 +0.7%
Truist Financial
67
Truist Financial
North Carolina
$7.77M -$58.9K -1,278 -0.8%
BWM
68
BerganKDV Wealth Management
Minnesota
$7.64M -$1.18M -25,672 -13%
BPA
69
Beacon Pointe Advisors
California
$7.63M +$1.91M +41,553 +33%
WWM
70
Windsor Wealth Management
Indiana
$7.53M -$1.03M -22,490 -12%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$7.44M -$83.9M -1,818,939 -92%
PWMG
72
Pinnacle Wealth Management Group
Michigan
$7.22M +$3.93M +85,285 +120%
MML Investors Services
73
MML Investors Services
Massachusetts
$7.13M -$165K -3,586 -2%
LFS
74
Lutz Financial Services
Nebraska
$6.99M +$946K +20,514 +16%
CWP
75
Corepath Wealth Partners
Arizona
$6.27M +$115K +2,497 +2%
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