ISTB icon

iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

383 hedge funds and large institutions have $3.73B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 167 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+4
Holders Change %
+1.06%
% of All Funds
6.48%
Holding in Top 10
37
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.78%
% of All Funds
0.63%
New
57
Increased
108
Reduced
167
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of Wisconsin Investment Board
1
State of Wisconsin Investment Board
Wisconsin
$165M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$93.9M
3
OAM
3
Oak Asset Management
California
$21.9M
4
MA
4
MJP Associates
Connecticut
$21.6M
5
Mariner
5
Mariner
Kansas
$101M

Top Sellers

1
NS
1
Newman & Schimel
Illinois
$40.2M
2
RJA
2
Raymond James & Associates
Florida
$344M
3
Ameriprise
3
Ameriprise
Minnesota
$171M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$40.1M
5
KOC
5
Koss-Olinger Consulting
Florida
$353K
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
126
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.28M +$1.23M +25,957 +60%
WANY
127
Wealthspire Advisors (New York)
New York
$3.23M +$61.1K +1,290 +2%
RA
128
RFG Advisory
Alabama
$3.23M +$3.23M +67,970 New
GSIS
129
Global Strategic Investment Solutions
Arizona
$3.19M -$146K -3,073 -4%
AWS
130
Atria Wealth Solutions
New York
$3.16M +$668K +14,094 +27%
CI
131
Conning Inc
Connecticut
$3.08M -$1.66M -35,000 -35%
WP
132
WealthShield Partners
North Carolina
$3.03M +$24.9K +525 +0.8%
RIM
133
Rockbridge Investment Management
New York
$2.93M -$1.44M -30,308 -33%
FF
134
FourThought Financial
Florida
$2.9M -$535K -11,294 -16%
HWA
135
HHM Wealth Advisors
Tennessee
$2.78M -$240K -5,059 -8%
KAS
136
Kestra Advisory Services
Texas
$2.68M -$465K -9,810 -15%
SIM
137
Studio Investment Management
Illinois
$2.65M +$183K +3,855 +7%
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$2.64M -$585K -12,348 -18%
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$2.58M -$219K -4,611 -8%
JWM
140
JGP Wealth Management
Oregon
$2.56M +$18.4K +389 +0.7%
KWM
141
KerberRose Wealth Management
Wisconsin
$2.56M +$2.56M +53,969 New
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$2.54M +$1.84M +38,823 +262%
HWM
143
Hohimer Wealth Management
Washington
$2.44M +$1.14M +23,979 +88%
ICG
144
InterOcean Capital Group
Tennessee
$2.36M +$2.36M +49,861 New
SVWAG
145
Sound View Wealth Advisors Group
Georgia
$2.33M -$84K -1,772 -3%
HNWAG
146
High Net Worth Advisory Group
Florida
$2.3M -$84.1K -1,774 -4%
RK
147
Rather & Kittrell
Tennessee
$2.29M -$152K -3,202 -6%
SFP
148
Strategic Financial Partners
Oregon
$2.27M +$1.39M +29,238 +156%
CHC
149
City Holding Co
West Virginia
$2.24M -$482K -10,162 -18%
WA
150
Wealthstar Advisors
Texas
$2.19M -$2.52M -53,335 -54%
4 5
6
7 8