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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 %
SPIA
51
Steward Partners Investment Advisory
New York
$10.4M +$160K +3,453 +2%
BPA
52
Beacon Pointe Advisors
California
$9.82M -$454K -9,799 -4%
Kovitz Investment Group Partners
53
Kovitz Investment Group Partners
Illinois
$9.17M -$9.11M -196,390 -50%
CWM
54
Cranbrook Wealth Management
Michigan
$8.47M +$314K +6,774 +4%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$8.46M -$1.18M -25,441 -12%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$8.32M -$1.73M -37,257 -17%
FG
57
Fiduciary Group
Georgia
$8.28M +$557K +12,002 +7%
HAIM
58
Hunter Associates Investment Management
Pennsylvania
$8.21M -$3.55M -76,611 -30%
AFG
59
Arkansas Financial Group
Arkansas
$8.17M -$252K -5,438 -3%
AF
60
Advisornet Financial
Minnesota
$8.15M +$171K +3,681 +2%
MCWS
61
McKinley Carter Wealth Services
West Virginia
$7.98M +$426K +9,185 +6%
IF
62
IRON Financial
Illinois
$7.87M -$563K -12,130 -7%
BFA
63
Bluestem Financial Advisors
Illinois
$7.78M +$1.77M +38,096 +29%
BAAM
64
Baker Avenue Asset Management
California
$7.33M -$524K -11,300 -7%
CWP
65
Corepath Wealth Partners
Arizona
$7.13M +$77K +1,664 +1%
AWC
66
Abundance Wealth Counselors
Pennsylvania
$7.03M +$981K +21,146 +16%
LWA
67
LWS Wealth Advisors
New Jersey
$6.98M -$3.67M -79,213 -34%
WWM
68
Windsor Wealth Management
Indiana
$6.76M -$176K -3,791 -3%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$6.67M +$13.2K +285 +0.2%
PFT
70
Providence First Trust
Arizona
$6.28M – – –
DAS
71
Dynamic Advisor Solutions
Arizona
$6.23M +$17.3K +374 +0.3%
EH
72
Equitable Holdings
New York
$6.12M -$267K -5,765 -4%
MML Investors Services
73
MML Investors Services
Massachusetts
$6.1M -$669K -14,433 -10%
SIAM
74
Sterling Investment Advisors (Missouri)
Missouri
$6.07M +$193K +4,169 +3%
MFC
75
Morris Financial Concepts
South Carolina
$6.03M -$287K -6,184 -5%
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