ISTB icon

iShares Core 1-5 Year USD Bond ETF

383 hedge funds and large institutions have $3.73B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 167 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+4
Holders Change %
+1.06%
% of All Funds
6.48%
Holding in Top 10
37
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.78%
% of All Funds
0.63%
New
57
Increased
108
Reduced
167
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$8.34M +$5.32M +112,232 +176%
OCG
77
Opus Capital Group
Ohio
$8.07M +$4.29M +90,497 +113%
Truist Financial
78
Truist Financial
North Carolina
$8.05M -$2.32K -49 -0%
MML Investors Services
79
MML Investors Services
Massachusetts
$7.5M -$6.98M -147,259 -48%
MW
80
MBL Wealth
North Carolina
$7.37M +$2.23M +47,095 +43%
PFT
81
Providence First Trust
Arizona
$6.9M -$71.1K -1,500 -1%
SIAM
82
Sterling Investment Advisors (Missouri)
Missouri
$6.35M -$1.48M -31,308 -19%
CWP
83
Corepath Wealth Partners
Arizona
$6.34M +$486K +10,285 +8%
MA
84
Mutual Advisors
Nebraska
$6.24M -$268K -5,645 -4%
SWM
85
Scissortail Wealth Management
Oklahoma
$6.23M +$6.23M +123,581 New
LFS
86
Lutz Financial Services
Nebraska
$6.22M +$6.22M +131,154 New
AFAS
87
Acorn Financial Advisory Services
Virginia
$6.16M -$35.7K -754 -0.6%
CAG
88
Crestwood Advisors Group
Massachusetts
$6.13M -$7.47M -157,667 -55%
AF
89
Advisornet Financial
Minnesota
$5.91M -$10.7M -225,526 -64%
BPA
90
Beacon Pointe Advisors
California
$5.88M -$2.04M -43,114 -26%
AO
91
Advisor OS
Illinois
$5.42M -$1.2M -25,307 -18%
AF
92
Allworth Financial
California
$5.38M +$162K +3,424 +3%
BC
93
Brio Consultants
California
$5.22M -$16.5M -349,255 -76%
BCI
94
Brinker Capital Investments
Pennsylvania
$5.17M -$1.72M -36,316 -25%
MCWS
95
McKinley Carter Wealth Services
West Virginia
$5.08M +$342K +7,224 +7%
UCFA
96
United Capital Financial Advisors
Texas
$5.03M +$169K +3,557 +3%
BA
97
Bellwether Advisors
Nebraska
$4.72M -$394K -8,306 -8%
MG
98
Mather Group
Illinois
$4.57M +$4.01M +84,693 +725%
CAN
99
Cetera Advisor Networks
California
$4.47M +$719K +15,174 +19%
TWM
100
Tradition Wealth Management
Minnesota
$4.38M +$4.38M +92,343 New