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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

374 hedge funds and large institutions have $3.06B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 136 increasing their positions, 152 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-9
Holders Change %
-2.35%
% of All Funds
6.47%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.62%
New
31
Increased
136
Reduced
152
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWP
1
FAS Wealth Partners
Kansas
$49.4M
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$209M
3
Jane Street
3
Jane Street
New York
$36.7M
4
BlackRock
4
BlackRock
New York
$86.3M
5
Ameriprise
5
Ameriprise
Minnesota
$181M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$85M
2
CWM
2
Campbell Wealth Management
Virginia
$1.91M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$7.44M
4
ST
4
Spinnaker Trust
Maine
$3.53M
5
Charles Schwab
5
Charles Schwab
California
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFT
76
Providence First Trust
Arizona
$6.23M -$480K -10,411 -7%
APP
77
Avantax Planning Partners
Iowa
$6.23M +$6.23M +135,140 New
ST
78
Smithfield Trust
Pennsylvania
$6.11M +$2.8M +60,833 +85%
SGI
79
Summit Global Investments
Utah
$6.09M -$2.65M -57,448 -30%
AF
80
Advisornet Financial
Minnesota
$5.95M +$211K +4,568 +4%
FFS
81
Founders Financial Securities
Maryland
$5.86M +$3.87M +83,987 +195%
HI
82
Horizon Investments
North Carolina
$5.79M +$3.81M +83,031 +193%
CAG
83
Crestwood Advisors Group
Massachusetts
$5.56M -$405K -8,793 -7%
AF
84
Allworth Financial
California
$5.48M +$243K +5,281 +5%
BWM
85
BCGM Wealth Management
Indiana
$5.4M +$1.99M +43,416 +58%
SHIM
86
Stone House Investment Management
Pennsylvania
$5.27M +$1.37M +29,779 +35%
AFAS
87
Acorn Financial Advisory Services
Virginia
$5.21M -$782K -16,964 -13%
SIAM
88
Sterling Investment Advisors (Missouri)
Missouri
$5.15M -$1.02M -22,145 -17%
MG
89
Mather Group
Illinois
$5.12M +$680K +14,755 +15%
MCWS
90
McKinley Carter Wealth Services
West Virginia
$5.11M +$166K +3,597 +3%
OCG
91
Opus Capital Group
Ohio
$5.09M -$2.76M -59,865 -35%
CIAS
92
CFS Investment Advisory Services
New Jersey
$4.93M +$4.93M +4,934,055 New
NFP
93
NorthLanding Financial Partners
New York
$4.91M +$4.91M +106,541 New
BCI
94
Brinker Capital Investments
Pennsylvania
$4.9M -$130K -2,830 -3%
AO
95
Advisor OS
Illinois
$4.89M -$379K -8,219 -7%
UCFA
96
United Capital Financial Advisors
Texas
$4.69M -$199K -4,317 -4%
EH
97
Equitable Holdings
New York
$4.53M +$1.1M +23,754 +32%
BFA
98
Bluestem Financial Advisors
Illinois
$4.38M +$1.16M +25,140 +36%
FCA
99
FinTrust Capital Advisors
South Carolina
$4.31M +$548K +11,942 +15%
BA
100
Bellwether Advisors
Nebraska
$4.14M -$458K -9,931 -10%
2 3
4
5 6