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

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$710M
2
KFAA
2
Klaas Financial Asset Advisors
Illinois
$0
3
FWP
3
FAS Wealth Partners
Kansas
$20.6M
4
PP
4
Prosperity Planning
Missouri
$26.5M
5
RJA
5
Raymond James & Associates
Florida
$65.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGG
151
Luts & Greenleigh Group
Maryland
$2.19M +$2.19M +47,175 New
IAG
152
Investment Advisory Group
Massachusetts
$2.1M +$38.8K +836 +2%
TA
153
Townsend & Associates
Colorado
$2.08M +$416K +8,910 +25%
WA
154
Wealthstar Advisors
Texas
$2.08M -$67.3K -1,450 -3%
Natixis Advisors
155
Natixis Advisors
Massachusetts
$2.07M +$579K +12,467 +39%
ST
156
Spinnaker Trust
Maine
$2.05M -$1.51M -32,425 -42%
GPA
157
Guidance Point Advisors
Massachusetts
$2.05M -$2.01M -43,320 -50%
Betterment LLC
158
Betterment LLC
New York
$2.04M +$191K +4,112 +10%
FPCM
159
Financial Partners Capital Management
New York
$2.01M +$837K +18,028 +71%
SFG
160
Sunburst Financial Group
Alabama
$1.98M -$842K -18,131 -30%
SGCA
161
Steel Grove Capital Advisors
Tennessee
$1.94M +$1.94M +41,858 New
TLFA
162
True Link Financial Advisors
California
$1.94M -$437K -9,406 -18%
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$1.92M -$230K -4,945 -11%
TWM
164
Tradition Wealth Management
Minnesota
$1.85M -$119K -2,555 -6%
SHWM
165
Smith & Howard Wealth Management
Georgia
$1.74M -$186K -3,997 -10%
RK
166
Rather & Kittrell
Tennessee
$1.71M -$382K -8,234 -18%
DFG
167
Delta Financial Group
New Jersey
$1.71M +$1.71M +36,705 New
Bank of New York Mellon
168
Bank of New York Mellon
New York
$1.61M -$21.4K -460 -1%
CHC
169
City Holding Co
West Virginia
$1.6M -$208K -4,478 -12%
JWCA
170
J.W. Cole Advisors
Florida
$1.59M -$13.1K -281 -0.8%
AA
171
Argent Advisors
Louisiana
$1.56M -$398K -8,573 -20%
HWM
172
Hohimer Wealth Management
Washington
$1.56M -$667K -14,362 -30%
TFP
173
TrueWealth Financial Partners
Washington
$1.55M -$92.9K -2,001 -6%
WI
174
WBI Investments
New Jersey
$1.54M +$1.3M +28,073 +557%
FFP
175
FourThought Financial Partners
Florida
$1.52M +$1.52M +32,631 New
5 6
7
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