ISTB icon

iShares Core 1-5 Year USD Bond ETF

379 hedge funds and large institutions have $4.05B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 140 increasing their positions, 148 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-11
Holders Change %
-2.82%
% of All Funds
6%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.71%
New
36
Increased
140
Reduced
148
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FSWA
76
Financial Synergies Wealth Advisors
Texas
$8.87M +$5.37M +110,883 +154%
SWP
77
ShoreHaven Wealth Partners
New Jersey
$8.78M -$1.72M -35,558 -16%
BWM
78
Boyd Wealth Management
California
$8.71M +$4.86M +100,351 +126%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$8.64M +$122K +2,520 +1%
PP
80
Palladium Partners
Virginia
$8.59M -$131K -2,711 -2%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$8.58M -$1.11M -22,825 -11%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$8.57M +$2.3M +47,473 +37%
CPSC
83
Carl P. Sherr & Co
Massachusetts
$8.37M -$287K -5,919 -3%
MFA
84
McClarren Financial Advisors
Pennsylvania
$8.28M -$313K -6,472 -4%
Truist Financial
85
Truist Financial
North Carolina
$8.24M +$255K +5,266 +3%
BPA
86
Beacon Pointe Advisors
California
$8.1M +$6.14M +126,634 +312%
SIAM
87
Sterling Investment Advisors (Missouri)
Missouri
$8.01M -$226K -4,671 -3%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$8M -$913K -18,850 -10%
PFT
89
Providence First Trust
Arizona
$7.13M -$43.6K -900 -0.6%
BCI
90
Brinker Capital Investments
Pennsylvania
$7.05M +$1.54M +31,774 +28%
RJT
91
Raymond James Trust
Florida
$6.9M -$462K -9,532 -6%
TDWM
92
Topel & Distasi Wealth Management
California
$6.86M +$6.86M +141,628 New
AO
93
Advisor OS
Illinois
$6.77M +$2.82M +58,295 +72%
PBO
94
Peoples Bank (Ohio)
Ohio
$6.67M +$2.51M +51,726 +60%
MA
95
Mutual Advisors
Nebraska
$6.65M +$993K +20,496 +18%
AFAS
96
Acorn Financial Advisory Services
Virginia
$6.34M +$1.37M +28,218 +28%
ST
97
Smithfield Trust
Pennsylvania
$6.3M -$18.3M -378,660 -74%
CWP
98
Corepath Wealth Partners
Arizona
$5.94M +$1.3M +27,073 +28%
IWC
99
Integrated Wealth Concepts
Massachusetts
$5.78M +$363K +7,492 +7%
SFG
100
Sunburst Financial Group
Alabama
$5.44M +$1.16M +24,033 +27%