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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

380 hedge funds and large institutions have $2.79B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 161 reducing their positions, and 38 closing their positions.

Holders
380
Holders Change
+22
Holders Change %
+6.15%
% of All Funds
5.57%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.41%
New
62
Increased
117
Reduced
161
Closed
38
Calls
$24K
Puts
$152K
Net Calls
-$128K
Net Calls Change
-$142K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$138M
2
ST
2
Spinnaker Trust
Maine
$57.6M
3
TA
3
Townsend & Associates
Colorado
$43.9M
4
AA
4
Acorns Advisers
California
$408M
5
Jane Street
5
Jane Street
New York
$19.3M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$51.7M
2
PP
2
Prosperity Planning
Missouri
$30.9M
3
SP
3
Symmetry Partners
Connecticut
$0
4
NA
4
NewEdge Advisors
Louisiana
$1.59M
5
Ameriprise
5
Ameriprise
Minnesota
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAM
76
Sterling Investment Advisors (Missouri)
Missouri
$5.53M -$700K -14,713 -11%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$5.18M -$390K -8,210 -7%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$5.14M -$8.04M -169,006 -61%
WFAG
79
Wescott Financial Advisory Group
Pennsylvania
$5.06M +$708K +14,893 +16%
MAM
80
Meeder Asset Management
Ohio
$5.05M +$26.3K +554 +0.5%
MG
81
Mather Group
Illinois
$5M -$624K -13,120 -11%
TCM
82
TD Capital Management
Tennessee
$4.8M +$954K +20,050 +25%
FWM
83
Fonville Wealth Management
Virginia
$4.77M +$4.77M +100,280 New
VFPW
84
Vantage Financial Partners (Wisconsin)
Wisconsin
$4.75M +$162K +3,401 +4%
LFS
85
Lutz Financial Services
Nebraska
$4.71M +$222K +4,674 +5%
WN
86
Williams & Novak
California
$4.71M +$4.71M +98,967 New
Kovitz Investment Group Partners
87
Kovitz Investment Group Partners
Illinois
$4.61M -$4.8M -100,942 -51%
RWA
88
Rooted Wealth Advisors
Illinois
$4.46M +$565K +11,898 +14%
PBO
89
Peoples Bank (Ohio)
Ohio
$4.28M +$99.4K +2,090 +2%
JWM
90
JGP Wealth Management
Oregon
$4.21M +$1.39M +29,137 +49%
CMBA
91
C.M. Bidwell & Associates
Hawaii
$4.2M +$197K +4,136 +5%
FHB
92
First Hawaiian Bank
Hawaii
$4.05M +$45.9K +966 +1%
BEAM
93
Baker Ellis Asset Management
Washington
$3.99M +$3.99M +83,950 New
BAAM
94
Baker Avenue Asset Management
California
$3.99M -$3.52M -74,020 -47%
CFS
95
Cannon Financial Strategists
Georgia
$3.94M – – –
SWP
96
Summit Wealth Partners
Florida
$3.8M +$109K +2,290 +3%
LWA
97
Lineweaver Wealth Advisors
Ohio
$3.79M +$3.79M +79,607 New
SVWAG
98
Sound View Wealth Advisors Group
Georgia
$3.78M -$294K -6,189 -7%
KAS
99
Kestra Advisory Services
Texas
$3.66M -$133K -2,801 -4%
LWM
100
LJI Wealth Management
Indiana
$3.65M -$167K -3,517 -4%
2 3
4
5 6