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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 %
PAI
51
Pittenger & Anderson Inc
Nebraska
$11M +$130K +2,793 +1%
FSWA
52
Financial Synergies Wealth Advisors
Texas
$11M +$289K +6,202 +3%
LWA
53
LWS Wealth Advisors
New Jersey
$10.7M -$105K -2,256 -1%
Creative Planning
54
Creative Planning
Kansas
$10.7M -$1.52M -32,679 -12%
OFG
55
Omega Financial Group
California
$10.7M +$138K +2,953 +1%
BPA
56
Beacon Pointe Advisors
California
$10.3M +$1.17M +25,149 +13%
SPIA
57
Steward Partners Investment Advisory
New York
$10.3M -$211K -4,518 -2%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$10.1M -$2.09M -44,727 -17%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$9.69M +$910K +19,516 +10%
IF
60
IRON Financial
Illinois
$8.48M -$420K -9,012 -5%
AFG
61
Arkansas Financial Group
Arkansas
$8.47M -$240K -5,140 -3%
CWM
62
Cranbrook Wealth Management
Michigan
$8.2M +$382K +8,190 +5%
AF
63
Advisornet Financial
Minnesota
$8.03M +$369K +7,910 +5%
BAAM
64
Baker Avenue Asset Management
California
$7.89M -$131K -2,800 -2%
FG
65
Fiduciary Group
Georgia
$7.77M +$119K +2,554 +2%
MCWS
66
McKinley Carter Wealth Services
West Virginia
$7.59M +$561K +12,022 +8%
BWM
67
BerganKDV Wealth Management
Minnesota
$7.36M +$385K +8,264 +6%
CAN
68
Cetera Advisor Networks
California
$7.22M -$110K -2,357 -1%
CWP
69
Corepath Wealth Partners
Arizona
$7.13M +$65K +1,389 +0.9%
WWM
70
Windsor Wealth Management
Indiana
$6.97M +$213K +4,571 +3%
MML Investors Services
71
MML Investors Services
Massachusetts
$6.81M +$226K +4,853 +3%
MAM
72
Meeder Asset Management
Ohio
$6.76M -$8.22M -176,333 -55%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$6.69M -$248K -5,310 -4%
EH
74
Equitable Holdings
New York
$6.43M +$1.25M +26,700 +24%
CPSC
75
Carl P. Sherr & Co
Massachusetts
$6.42M -$117K -2,503 -2%
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