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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

380 hedge funds and large institutions have $2.79B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 161 reducing their positions, and 38 closing their positions.

Holders
380
Holders Change
+22
Holders Change %
+6.15%
% of All Funds
5.57%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.41%
New
62
Increased
117
Reduced
161
Closed
38
Calls
$24K
Puts
$152K
Net Calls
-$128K
Net Calls Change
-$142K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$138M
2
ST
2
Spinnaker Trust
Maine
$57.6M
3
TA
3
Townsend & Associates
Colorado
$43.9M
4
AA
4
Acorns Advisers
California
$408M
5
Jane Street
5
Jane Street
New York
$19.3M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$51.7M
2
PP
2
Prosperity Planning
Missouri
$30.9M
3
SP
3
Symmetry Partners
Connecticut
$0
4
NA
4
NewEdge Advisors
Louisiana
$1.59M
5
Ameriprise
5
Ameriprise
Minnesota
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
126
Samalin Investment Counsel
New York
$2.3M -$148K -3,105 -6%
IFAM
127
Institutional & Family Asset Management
Colorado
$2.3M +$40.6K +854 +2%
COCM
128
Charter Oak Capital Management
New Hampshire
$2.19M -$379K -7,959 -15%
IAG
129
Investment Advisory Group
Massachusetts
$2.17M -$37.2K -783 -2%
Natixis Advisors
130
Natixis Advisors
Massachusetts
$2.16M -$326K -6,853 -13%
BSW
131
Buckingham Strategic Wealth
Missouri
$2.14M +$2.14M +45,071 New
HWA
132
HHM Wealth Advisors
Tennessee
$2.14M -$20.6K -434 -1%
CHC
133
City Holding Co
West Virginia
$2.09M +$266K +5,598 +15%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$2.07M +$21.9K +461 +1%
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$2.07M +$513K +10,787 +33%
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$2.07M +$92.8K +1,952 +5%
GFS
137
GYL Financial Synergies
Connecticut
$2.06M +$24K +505 +1%
WA
138
Wealthstar Advisors
Texas
$2.05M -$3.71K -78 -0.2%
NFP
139
NorthLanding Financial Partners
New York
$1.96M -$849K -17,848 -30%
IIC
140
Ironwood Investment Counsel
Arizona
$1.94M -$698K -14,677 -26%
Wealth Enhancement Advisory Services
141
Wealth Enhancement Advisory Services
Minnesota
$1.93M -$157K -3,291 -8%
PS
142
Principal Securities
Iowa
$1.91M +$1.91M +40,126 New
AO
143
Advisor OS
Illinois
$1.84M -$2.1M -44,194 -53%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$1.81M +$83.1K +1,748 +5%
Betterment LLC
145
Betterment LLC
New York
$1.79M -$145K -3,047 -8%
JFGIW
146
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.78M -$2.96M -62,168 -62%
HH
147
Hilltop Holdings
Texas
$1.78M -$208K -4,366 -10%
SFG
148
Sunburst Financial Group
Alabama
$1.76M +$555K +11,668 +46%
HI
149
Harbour Investments
Wisconsin
$1.69M -$134K -2,821 -7%
JGCM
150
Joseph Group Capital Management
Ohio
$1.69M +$33.9K +713 +2%
4 5
6
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