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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

374 hedge funds and large institutions have $3.06B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 136 increasing their positions, 152 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-9
Holders Change %
-2.35%
% of All Funds
6.47%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.62%
New
31
Increased
136
Reduced
152
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWP
1
FAS Wealth Partners
Kansas
$49.4M
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$209M
3
Jane Street
3
Jane Street
New York
$36.7M
4
BlackRock
4
BlackRock
New York
$86.3M
5
Ameriprise
5
Ameriprise
Minnesota
$181M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$85M
2
CWM
2
Campbell Wealth Management
Virginia
$1.91M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$7.44M
4
ST
4
Spinnaker Trust
Maine
$3.53M
5
Charles Schwab
5
Charles Schwab
California
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
126
Studio Investment Management
Illinois
$2.86M +$281K +6,096 +11%
MAG
127
MRA Advisory Group
New Jersey
$2.85M -$377K -8,199 -12%
SFG
128
Sunburst Financial Group
Alabama
$2.8M -$398K -8,629 -12%
TCM
129
TD Capital Management
Tennessee
$2.79M -$459K -9,953 -14%
WP
130
WealthShield Partners
North Carolina
$2.73M -$213K -4,629 -7%
HWA
131
HHM Wealth Advisors
Tennessee
$2.67M -$33.7K -732 -1%
KAS
132
Kestra Advisory Services
Texas
$2.65M +$49.1K +1,065 +2%
HH
133
Hilltop Holdings
Texas
$2.64M +$1.6M +34,653 +154%
RIM
134
Rockbridge Investment Management
New York
$2.64M -$212K -4,597 -7%
FF
135
FourThought Financial
Florida
$2.62M -$193K -4,187 -7%
JWM
136
JGP Wealth Management
Oregon
$2.55M +$67.3K +1,463 +3%
TLFA
137
True Link Financial Advisors
California
$2.36M +$514K +11,156 +28%
ICG
138
InterOcean Capital Group
Tennessee
$2.34M +$37.9K +822 +2%
SVWAG
139
Sound View Wealth Advisors Group
Georgia
$2.27M +$4.29K +93 +0.2%
SIC
140
Samalin Investment Counsel
New York
$2.26M +$177K +3,848 +9%
HNWAG
141
High Net Worth Advisory Group
Florida
$2.25M +$15.9K +345 +0.7%
HWM
142
Hohimer Wealth Management
Washington
$2.21M -$155K -3,361 -7%
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$2.17M -$400K -8,676 -16%
WA
144
Wealthstar Advisors
Texas
$2.13M +$507 +11 +0%
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$2.13M -$382K -8,279 -15%
SFP
146
Strategic Financial Partners
Oregon
$2.1M -$109K -2,366 -5%
QCG
147
Quadrant Capital Group
Ohio
$2.08M -$1.42M -30,721 -40%
RK
148
Rather & Kittrell
Tennessee
$2.08M -$151K -3,285 -7%
LWAC
149
Laurel Wealth Advisors (California)
California
$2.07M +$438K +9,510 +27%
WWM
150
Western Wealth Management
Colorado
$2.06M – – –
4 5
6
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