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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

384 hedge funds and large institutions have $2.6B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 122 increasing their positions, 172 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
–
Holders Change %
0%
% of All Funds
6.06%
Holding in Top 10
29
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-21.62%
% of All Funds
0.46%
New
32
Increased
122
Reduced
172
Closed
28
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
-$10K

Top Buyers

1
AA
Acorns Advisers
California
$372M
2
TA
Townsend & Associates
Colorado
$13.8M
3
Morgan Stanley
Morgan Stanley
New York
$67.4M
4
Cerity Partners
Cerity Partners
New York
$19.6M
5
MCA
Maryland Capital Advisors
Maryland
$18.6M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$37.7M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$15.1M
3
PP
Prosperity Planning
Missouri
$29.3M
4
MMA
Miracle Mile Advisors
California
$12.8M
5
Jane Street
Jane Street
New York
$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
126
HHM Wealth Advisors
Tennessee
$2.48M -$565K -12,113 -19%
OIA
127
OneDigital Investment Advisors
Kansas
$2.45M -$405K -8,673 -14%
Natixis Advisors
128
Natixis Advisors
Massachusetts
$2.36M +$103K +2,217 +5%
IFAM
129
Institutional & Family Asset Management
Colorado
$2.2M -$115K -2,461 -5%
IAG
130
Investment Advisory Group
Massachusetts
$2.16M +$886 +19 +0%
HH
131
Hilltop Holdings
Texas
$2.14M -$138K -2,969 -6%
GFS
132
GYL Financial Synergies
Connecticut
$2.07M +$86.1K +1,845 +4%
VA
133
Valmark Advisers
Ohio
$2.06M -$42.5K -911 -2%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$2.03M -$88.8K -1,904 -4%
Betterment LLC
135
Betterment LLC
New York
$2.03M -$1.77K -38 -0.1%
WA
136
Wealthstar Advisors
Texas
$2.02M -$15.6K -334 -0.8%
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$1.98M +$106K +2,276 +6%
BW
138
BIP Wealth
Georgia
$1.98M -$989K -21,203 -33%
CHC
139
City Holding Co
West Virginia
$1.95M -$109K -2,346 -5%
TLFA
140
True Link Financial Advisors
California
$1.94M – – –
US Bancorp
141
US Bancorp
Minnesota
$1.89M +$1.46M +31,278 +342%
ICG
142
InterOcean Capital Group
Tennessee
$1.87M -$340K -7,283 -15%
AC
143
AlphaCore Capital
California
$1.85M +$107K +2,285 +6%
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$1.85M -$736K -15,785 -29%
SHWM
145
Smith & Howard Wealth Management
Georgia
$1.77M +$145K +3,103 +9%
SHFP
146
Second Half Financial Partners
Florida
$1.74M +$1.74M +37,308 New
SAF
147
Smith Anglin Financial
Texas
$1.73M +$524K +11,227 +44%
AA
148
Argent Advisors
Louisiana
$1.71M -$68.5K -1,469 -4%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$1.67M -$500K -10,722 -23%
SFG
150
Sunburst Financial Group
Alabama
$1.62M -$220K -4,717 -12%
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