ISTB icon

iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

384 hedge funds and large institutions have $2.91B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 116 increasing their positions, 183 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
6.15%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.59%
New
34
Increased
116
Reduced
183
Closed
27
Calls
$24K
Puts
–
Net Calls
+$24K
Net Calls Change
+$10K

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$34.4M
2
Bank of America
Bank of America
North Carolina
$135M
3
AA
Acorns Advisers
California
$355M
4
OPS
Orion Portfolio Solutions
Nebraska
$17.5M
5
BAAM
Baker Avenue Asset Management
California
$8.11M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$127M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.8M
3
UBS Group
UBS Group
Switzerland
$90.3M
4
Morgan Stanley
Morgan Stanley
New York
$61M
5
HighTower Advisors
HighTower Advisors
Illinois
$3.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
COCM
126
Charter Oak Capital Management
New Hampshire
$3.01M -$77K -1,632 -2%
BW
127
BIP Wealth
Georgia
$3M +$3M +63,617 New
OIA
128
OneDigital Investment Advisors
Kansas
$2.89M +$1.98M +42,079 +219%
SIC
129
Samalin Investment Counsel
New York
$2.83M +$450K +9,545 +19%
CM
130
Columbus Macro
Pennsylvania
$2.79M +$1.83M +38,859 +192%
RIM
131
Rockbridge Investment Management
New York
$2.74M -$93.7K -1,986 -3%
WANY
132
Wealthspire Advisors (New York)
New York
$2.74M -$176K -3,725 -6%
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$2.61M +$206K +4,372 +9%
SIM
134
Studio Investment Management
Illinois
$2.56M -$3.3M -69,890 -56%
WFAG
135
Wescott Financial Advisory Group
Pennsylvania
$2.54M -$1.02M -21,578 -29%
JWM
136
JGP Wealth Management
Oregon
$2.52M -$61.9K -1,313 -2%
MWM
137
Meridian Wealth Management
Kentucky
$2.51M +$2.51M +53,165 New
DAS
138
Dynamic Advisor Solutions
Arizona
$2.43M +$166K +3,516 +7%
FWP
139
FAS Wealth Partners
Kansas
$2.42M -$18.5M -391,658 -88%
IFAM
140
Institutional & Family Asset Management
Colorado
$2.34M +$2.34M +49,611 New
HH
141
Hilltop Holdings
Texas
$2.3M -$110K -2,341 -5%
Natixis Advisors
142
Natixis Advisors
Massachusetts
$2.28M +$180K +3,820 +9%
ICG
143
InterOcean Capital Group
Tennessee
$2.24M -$7.95M -168,696 -78%
LGG
144
Luts & Greenleigh Group
Maryland
$2.22M -$943 -20 -0%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$2.19M -$93.4K -1,980 -4%
IAG
146
Investment Advisory Group
Massachusetts
$2.18M +$51.7K +1,096 +2%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$2.18M -$220K -4,656 -9%
PFS
148
Prospera Financial Services
Texas
$2.18M -$539K -11,436 -20%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$2.14M +$199K +4,213 +10%
VA
150
Valmark Advisers
Ohio
$2.13M -$245K -5,202 -10%
4 5
6
7 8