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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.

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 %
PAI
51
Pittenger & Anderson Inc
Nebraska
$11M -$454K -9,633 -4%
LWA
52
LWS Wealth Advisors
New Jersey
$10.9M -$56.1K -1,189 -0.5%
FSWA
53
Financial Synergies Wealth Advisors
Texas
$10.9M +$77.9K +1,653 +0.7%
OBWG
54
Onyx Bridge Wealth Group
New York
$10.8M -$6.64M -140,880 -38%
PAG
55
Private Advisor Group
New Jersey
$10.8M -$243K -5,153 -2%
SPIA
56
Steward Partners Investment Advisory
New York
$10.6M -$3.55M -75,287 -25%
OFG
57
Omega Financial Group
California
$10.6M +$84.5K +1,792 +0.8%
OMC
58
Old Mission Capital
Illinois
$9.65M +$7.25M +153,812 +303%
BPA
59
Beacon Pointe Advisors
California
$9.26M +$1.69M +35,746 +22%
IF
60
IRON Financial
Illinois
$8.99M +$7.73M +163,935 +611%
FFS
61
Founders Financial Securities
Maryland
$8.89M +$1.77M +37,502 +25%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$8.88M -$437K -9,262 -5%
AFG
63
Arkansas Financial Group
Arkansas
$8.8M -$163K -3,462 -2%
HAIM
64
Hunter Associates Investment Management
Pennsylvania
$8.75M +$4.8M +101,611 +121%
HI
65
Horizon Investments
North Carolina
$8.74M +$1.65M +35,246 +23%
BWM
66
Boyd Wealth Management
California
$8.23M -$3.27M -69,274 -28%
BAAM
67
Baker Avenue Asset Management
California
$8.11M +$8.04M +170,499 +11,000%
CWM
68
Cranbrook Wealth Management
Michigan
$7.91M -$462K -9,801 -6%
BFA
69
Bluestem Financial Advisors
Illinois
$7.8M -$19.5K -413 -0.2%
SFP
70
Strategic Financial Partners
Oregon
$7.77M -$3.46M -73,412 -31%
AF
71
Advisornet Financial
Minnesota
$7.74M +$1.3M +27,575 +20%
FG
72
Fiduciary Group
Georgia
$7.73M -$678K -14,368 -8%
PWMG
73
Pinnacle Wealth Management Group
Michigan
$7.66M +$225K +4,763 +3%
BBWP
74
Beacon Bridge Wealth Partners
Pennsylvania
$7.42M +$1.32M +27,898 +22%
CAN
75
Cetera Advisor Networks
California
$7.41M -$614K -13,012 -8%
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