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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

384 hedge funds and large institutions have $2.6B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 122 increasing their positions, 172 reducing their positions, and 28 closing their positions.

Holders
384
Holders Change
–
Holders Change %
0%
% of All Funds
6.06%
Holding in Top 10
29
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-21.62%
% of All Funds
0.46%
New
32
Increased
122
Reduced
172
Closed
28
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
-$10K

Top Buyers

1
AA
1
Acorns Advisers
California
$372M
2
TA
2
Townsend & Associates
Colorado
$13.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$67.4M
4
Cerity Partners
4
Cerity Partners
New York
$19.6M
5
MCA
5
Maryland Capital Advisors
Maryland
$18.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$37.7M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$15.1M
3
PP
3
Prosperity Planning
Missouri
$29.3M
4
MMA
4
Miracle Mile Advisors
California
$12.8M
5
Jane Street
5
Jane Street
New York
$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
101
Smithfield Trust
Pennsylvania
$3.57M -$29.4K -630 -0.8%
BWM
102
BCGM Wealth Management
Indiana
$3.55M -$1.82M -39,000 -34%
GFG
103
Goldstone Financial Group
Illinois
$3.52M -$2.64M -56,575 -43%
HighTower Advisors
104
HighTower Advisors
Illinois
$3.52M +$153K +3,284 +5%
Goldman Sachs
105
Goldman Sachs
New York
$3.51M – – –
PP
106
PDS Planning
Ohio
$3.48M -$246K -5,265 -7%
SHIM
107
Stone House Investment Management
Pennsylvania
$3.48M -$28.2K -604 -0.8%
WDG
108
Wealth Dimensions Group
Ohio
$3.43M -$152K -3,257 -4%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$3.39M -$245K -5,261 -7%
AF
110
Allworth Financial
California
$3.33M +$99.2K +2,126 +3%
SWP
111
Summit Wealth Partners
Florida
$3.31M -$65.3K -1,401 -2%
SIC
112
Samalin Investment Counsel
New York
$3.29M +$499K +10,694 +18%
WFAG
113
Wescott Financial Advisory Group
Pennsylvania
$3.15M +$641K +13,744 +26%
IWC
114
Integrated Wealth Concepts
Massachusetts
$2.9M +$2.9M +62,094 New
COCM
115
Charter Oak Capital Management
New Hampshire
$2.87M -$105K -2,247 -4%
IIC
116
Ironwood Investment Counsel
Arizona
$2.74M -$323K -6,931 -11%
PAG
117
Private Advisor Group
New Jersey
$2.71M -$7.99M -170,928 -75%
NFP
118
NorthLanding Financial Partners
New York
$2.7M -$2.41M -51,751 -47%
PFS
119
Prospera Financial Services
Texas
$2.68M +$532K +11,398 +25%
JWM
120
JGP Wealth Management
Oregon
$2.62M +$128K +2,753 +5%
RIM
121
Rockbridge Investment Management
New York
$2.62M -$95.1K -2,039 -4%
CPIG
122
Chicago Partners Investment Group
Illinois
$2.58M +$2.58M +55,376 New
WANY
123
Wealthspire Advisors (New York)
New York
$2.56M -$144K -3,089 -5%
SIM
124
Studio Investment Management
Illinois
$2.54M +$14.5K +311 +0.6%
MWM
125
Meridian Wealth Management
Kentucky
$2.54M +$60.1K +1,288 +2%
3 4
5
6 7