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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.

New
Increased
Maintained
Reduced
Closed
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 %
CPSC
76
Carl P. Sherr & Co
Massachusetts
$5.71M -$672K -14,485 -11%
MG
77
Mather Group
Illinois
$5.49M +$228K +4,923 +4%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$5.44M +$269K +5,794 +5%
HPM
79
Hoxton Planning & Management
West Virginia
$5.11M +$3.71M +80,068 +265%
BFA
80
Buttonwood Financial Advisors
Maryland
$4.96M -$7.86M -169,385 -61%
MAM
81
Meeder Asset Management
Ohio
$4.9M -$1.82M -39,303 -27%
CAN
82
Cetera Advisor Networks
California
$4.67M -$2.51M -54,161 -35%
JFGIW
83
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.62M +$317K +6,843 +7%
BWS
84
Buck Wealth Strategies
Colorado
$4.49M +$4.49M +96,727 New
VFPW
85
Vantage Financial Partners (Wisconsin)
Wisconsin
$4.48M +$160K +3,445 +4%
LFS
86
Lutz Financial Services
Nebraska
$4.37M +$284K +6,120 +7%
WFAG
87
Wescott Financial Advisory Group
Pennsylvania
$4.24M +$1.11M +23,831 +35%
BWM
88
BCGM Wealth Management
Indiana
$4.1M +$572K +12,333 +16%
PBO
89
Peoples Bank (Ohio)
Ohio
$4.08M -$153K -3,292 -4%
SPC
90
Sigma Planning Corp
Michigan
$4.07M +$80.2K +1,729 +2%
OMC
91
Old Mission Capital
Illinois
$4.07M +$2.9M +62,600 +250%
SVWAG
92
Sound View Wealth Advisors Group
Georgia
$3.97M +$333K +7,179 +9%
SS
93
Sound Stewardship
Kansas
$3.97M +$42.1K +908 +1%
SHIM
94
Stone House Investment Management
Pennsylvania
$3.93M +$474K +10,229 +14%
CMBA
95
C.M. Bidwell & Associates
Hawaii
$3.91M -$2.97K -64 -0.1%
FHB
96
First Hawaiian Bank
Hawaii
$3.91M +$28.8K +620 +0.7%
AO
97
Advisor OS
Illinois
$3.84M -$253K -5,464 -6%
CFS
98
Cannon Financial Strategists
Georgia
$3.84M -$1.25M -26,913 -25%
RWA
99
Rooted Wealth Advisors
Illinois
$3.84M +$3.25M +69,457 +547%
TCM
100
TD Capital Management
Tennessee
$3.75M -$101K -2,175 -3%
2 3
4
5 6