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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

384 hedge funds and large institutions have $2.91B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 116 increasing their positions, 183 reducing their positions, and 27 closing their positions.

Holders
384
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
6.15%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.59%
New
34
Increased
116
Reduced
183
Closed
27
Calls
$24K
Puts
–
Net Calls
+$24K
Net Calls Change
+$10K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$34.4M
2
Bank of America
2
Bank of America
North Carolina
$135M
3
AA
3
Acorns Advisers
California
$355M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$17.5M
5
BAAM
5
Baker Avenue Asset Management
California
$8.11M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$127M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.8M
3
UBS Group
3
UBS Group
Switzerland
$90.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$61M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
AO
76
Advisor OS
Illinois
$7.36M +$2.96M +62,759 +67%
CWP
77
Corepath Wealth Partners
Arizona
$7.12M +$522K +11,069 +8%
MCWS
78
McKinley Carter Wealth Services
West Virginia
$7.11M +$2.17M +45,937 +44%
BWM
79
BerganKDV Wealth Management
Minnesota
$7.05M -$103K -2,184 -1%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$7.01M -$390K -8,267 -5%
BTI
81
Blue Trust Inc
Georgia
$6.87M +$4.6M +98,962 +202%
WWM
82
Windsor Wealth Management
Indiana
$6.83M -$769K -16,309 -10%
MML Investors Services
83
MML Investors Services
Massachusetts
$6.66M -$788K -16,699 -11%
CPSC
84
Carl P. Sherr & Co
Massachusetts
$6.61M +$406K +8,617 +7%
PFT
85
Providence First Trust
Arizona
$6.42M +$285K +6,039 +5%
GFG
86
Goldstone Financial Group
Illinois
$6.23M +$6.23M +132,145 New
SIAM
87
Sterling Investment Advisors (Missouri)
Missouri
$5.74M +$160K +3,398 +3%
SPC
88
Sigma Planning Corp
Michigan
$5.43M -$4.68M -99,260 -46%
BWM
89
BCGM Wealth Management
Indiana
$5.43M -$138K -2,937 -2%
EH
90
Equitable Holdings
New York
$5.24M +$392K +8,307 +8%
NFP
91
NorthLanding Financial Partners
New York
$5.17M -$97.2K -2,061 -2%
TA
92
Townsend & Associates
Colorado
$5.15M +$3.05M +64,496 +145%
MG
93
Mather Group
Illinois
$5.1M -$333K -7,060 -6%
MFC
94
Morris Financial Concepts
South Carolina
$5.03M +$4.18M +88,711 +495%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$4.68M -$89.5K -1,898 -2%
FCA
96
FinTrust Capital Advisors
South Carolina
$4.6M – – –
LFS
97
Lutz Financial Services
Nebraska
$4.45M +$318K +6,746 +8%
VFPW
98
Vantage Financial Partners (Wisconsin)
Wisconsin
$4.44M +$4.44M +94,078 New
OL
99
Optas LLC
Texas
$4.43M +$4.43M +93,946 New
PBO
100
Peoples Bank (Ohio)
Ohio
$4.34M -$778K -16,494 -15%
2 3
4
5 6