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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

379 hedge funds and large institutions have $4.05B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 140 increasing their positions, 148 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-11
Holders Change %
-2.82%
% of All Funds
6%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.71%
New
36
Increased
140
Reduced
148
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$83M
2
Ameriprise
Ameriprise
Minnesota
$220M
3
ST
Spinnaker Trust
Maine
$88M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$50.5M
5
NA
NewEdge Advisors
Louisiana
$37.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10M
2
AF
Allworth Financial
California
$5.34M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
PP
Prosperity Planning
Missouri
$26.7M
5
ST
Smithfield Trust
Pennsylvania
$6.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSIS
126
Global Strategic Investment Solutions
Arizona
$3.41M -$3.68K -76 -0.1%
KPWS
127
Kestra Private Wealth Services
Texas
$3.38M -$1.56M -32,089 -32%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$3.3M +$1.03M +21,239 +45%
WANY
129
Wealthspire Advisors (New York)
New York
$3.24M -$647K -13,345 -17%
MAG
130
MRA Advisory Group
New Jersey
$3.22M -$7.66K -158 -0.2%
KAS
131
Kestra Advisory Services
Texas
$3.21M +$809K +16,698 +34%
HI
132
Horizon Investments
North Carolina
$3.16M +$3.16M +65,386 New
PAG
133
Private Advisor Group
New Jersey
$3.09M +$2.52M +52,078 +449%
HWA
134
HHM Wealth Advisors
Tennessee
$3.08M -$271K -5,594 -8%
WP
135
WealthShield Partners
North Carolina
$3.07M -$12.6K -260 -0.4%
AWE
136
Avidian Wealth Enterprises
Texas
$3.06M +$7.32K +151 +0.2%
FCA
137
FinTrust Capital Advisors
South Carolina
$3.02M +$852K +17,586 +39%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$2.99M +$2.42M +49,918 +427%
FFS
139
Founders Financial Securities
Maryland
$2.94M +$2.94M +60,586 New
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$2.86M -$2.1M -43,283 -42%
LFAS
141
Level Four Advisory Services
Texas
$2.85M -$608K -12,535 -18%
CHC
142
City Holding Co
West Virginia
$2.78M -$14K -288 -0.5%
SHWM
143
Smith & Howard Wealth Management
Georgia
$2.76M +$874K +18,047 +46%
WFAG
144
Wescott Financial Advisory Group
Pennsylvania
$2.65M +$1.46M +30,118 +123%
WWM
145
Western Wealth Management
Colorado
$2.61M +$1.52M +31,389 +140%
BFA
146
Bluestem Financial Advisors
Illinois
$2.6M +$2.6M +53,618 New
JWM
147
JGP Wealth Management
Oregon
$2.57M +$199K +4,150 +8%
EH
148
Equitable Holdings
New York
$2.57M +$2.34M +48,220 +1,000%
AWS
149
Atria Wealth Solutions
New York
$2.55M +$2.55M +52,674 New
SIM
150
Studio Investment Management
Illinois
$2.52M +$196K +4,040 +8%
4 5
6
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