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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.

New
Increased
Maintained
Reduced
Closed
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 %
SS
101
Sound Stewardship
Kansas
$3.96M +$40.6K +860 +1%
CMBA
102
C.M. Bidwell & Associates
Hawaii
$3.94M +$24.8K +526 +0.6%
FHB
103
First Hawaiian Bank
Hawaii
$3.92M +$16.7K +355 +0.4%
LWM
104
LJI Wealth Management
Indiana
$3.91M -$438K -9,287 -10%
Citadel Advisors
105
Citadel Advisors
Florida
$3.89M -$24.3M -515,797 -86%
PP
106
PDS Planning
Ohio
$3.77M -$413K -8,761 -10%
TCM
107
TD Capital Management
Tennessee
$3.68M +$600K +12,715 +19%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$3.67M +$74.1K +1,571 +2%
AFAS
109
Acorn Financial Advisory Services
Virginia
$3.67M -$38.6K -819 -1%
ST
110
Smithfield Trust
Pennsylvania
$3.64M -$120K -2,543 -3%
WDG
111
Wealth Dimensions Group
Ohio
$3.63M -$87.1K -1,848 -2%
JFGIW
112
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.6M +$448K +9,491 +14%
AWS
113
Atria Wealth Solutions
New York
$3.55M -$1.69M -35,937 -32%
Goldman Sachs
114
Goldman Sachs
New York
$3.55M – – –
SVWAG
115
Sound View Wealth Advisors Group
Georgia
$3.55M -$198K -4,199 -5%
SHIM
116
Stone House Investment Management
Pennsylvania
$3.55M -$1.87M -39,750 -35%
MA
117
Mutual Advisors
Nebraska
$3.44M -$1.56M -33,125 -31%
VC
118
Vicus Capital
Pennsylvania
$3.44M -$1.33M -28,173 -28%
SWP
119
Summit Wealth Partners
Florida
$3.41M -$588K -12,472 -15%
HighTower Advisors
120
HighTower Advisors
Illinois
$3.41M -$30.2M -640,272 -90%
BWM
121
Birchcreek Wealth Management
Ohio
$3.3M +$62.6K +1,327 +2%
AF
122
Allworth Financial
California
$3.27M -$623K -13,206 -16%
IIC
123
Ironwood Investment Counsel
Arizona
$3.09M -$206K -4,372 -6%
HWA
124
HHM Wealth Advisors
Tennessee
$3.08M -$504K -10,683 -14%
KAS
125
Kestra Advisory Services
Texas
$3.07M -$188K -3,979 -6%
3 4
5
6 7