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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

387 hedge funds and large institutions have $3.94B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 136 increasing their positions, 162 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+13
Holders Change %
+3.48%
% of All Funds
6.24%
Holding in Top 10
35
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.78%
% of All Funds
0.56%
New
53
Increased
136
Reduced
162
Closed
35
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
+$14K

Top Buyers

1
Jane Street
Jane Street
New York
$108M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$63.2M
3
Ameriprise
Ameriprise
Minnesota
$207M
4
MMA
Miracle Mile Advisors
California
$31.1M
5
AA
Acorns Advisers
California
$332M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$710M
2
KFAA
Klaas Financial Asset Advisors
Illinois
$0
3
FWP
FAS Wealth Partners
Kansas
$20.6M
4
PP
Prosperity Planning
Missouri
$26.5M
5
RJA
Raymond James & Associates
Florida
$65.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
126
Kestra Advisory Services
Texas
$3.21M +$536K +11,536 +20%
BWM
127
Birchcreek Wealth Management
Ohio
$3.19M -$416K -8,968 -12%
JFGIW
128
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.1M +$88.9K +1,915 +3%
COCM
129
Charter Oak Capital Management
New Hampshire
$3.04M -$408K -8,781 -12%
TCM
130
TD Capital Management
Tennessee
$3.03M +$222K +4,772 +8%
WANY
131
Wealthspire Advisors (New York)
New York
$2.87M -$414K -8,909 -13%
RIM
132
Rockbridge Investment Management
New York
$2.79M +$137K +2,953 +5%
PFS
133
Prospera Financial Services
Texas
$2.67M -$474K -10,197 -15%
SFS
134
Sowell Financial Services
Arkansas
$2.6M +$2.03M +43,754 +357%
WP
135
WealthShield Partners
North Carolina
$2.59M -$161K -3,469 -6%
JWM
136
JGP Wealth Management
Oregon
$2.55M -$27.4K -589 -1%
LWAC
137
Laurel Wealth Advisors (California)
California
$2.5M +$410K +8,821 +20%
Stifel Financial
138
Stifel Financial
Missouri
$2.42M +$726K +15,636 +43%
HH
139
Hilltop Holdings
Texas
$2.37M -$281K -6,062 -11%
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$2.37M +$1.09M +23,459 +85%
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
$2.36M +$1.97M +42,328 +498%
OMC
142
Old Mission Capital
Illinois
$2.36M -$599K -12,894 -20%
SIC
143
Samalin Investment Counsel
New York
$2.34M +$61K +1,314 +3%
VA
144
Valmark Advisers
Ohio
$2.34M +$2.09M +44,910 +835%
BTI
145
Blue Trust Inc
Georgia
$2.25M -$618K -13,405 -22%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$2.25M +$458K +9,869 +26%
DAS
147
Dynamic Advisor Solutions
Arizona
$2.23M +$699K +15,055 +46%
BA
148
Bellwether Advisors
Nebraska
$2.22M -$1.95M -41,893 -47%
AI
149
Atria Investments
North Carolina
$2.22M +$2.22M +47,808 New
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$2.2M +$13.4K +289 +0.6%
4 5
6
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