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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 %
CHC
151
City Holding Co
West Virginia
$2.08M +$461K +9,773 +28%
WA
152
Wealthstar Advisors
Texas
$2.06M -$55.2K -1,171 -3%
Betterment LLC
153
Betterment LLC
New York
$2.05M -$18.2K -386 -0.9%
ST
154
Spinnaker Trust
Maine
$2.03M -$50.4K -1,068 -2%
GFS
155
GYL Financial Synergies
Connecticut
$2.01M +$2.01M +42,616 New
SGCA
156
Steel Grove Capital Advisors
Tennessee
$1.97M – – –
TLFA
157
True Link Financial Advisors
California
$1.97M – – –
WP
158
WealthShield Partners
North Carolina
$1.92M -$715K -15,154 -27%
CL
159
Choreo LLC
Illinois
$1.91M +$1.91M +40,492 New
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$1.9M -$331K -7,025 -15%
GPA
161
Guidance Point Advisors
Massachusetts
$1.88M -$196K -4,146 -9%
SFG
162
Sunburst Financial Group
Alabama
$1.86M -$152K -3,226 -8%
AA
163
Argent Advisors
Louisiana
$1.8M +$210K +4,444 +13%
AC
164
AlphaCore Capital
California
$1.76M +$1.76M +37,341 New
CAG
165
Crestwood Advisors Group
Massachusetts
$1.72M -$1.89M -40,136 -52%
ASN
166
Advisory Services Network
Georgia
$1.71M -$1.69M -35,811 -50%
BA
167
Bellwether Advisors
Nebraska
$1.69M -$562K -11,927 -25%
RK
168
Rather & Kittrell
Tennessee
$1.66M -$75.7K -1,605 -4%
SHWM
169
Smith & Howard Wealth Management
Georgia
$1.64M -$126K -2,675 -7%
TFP
170
TrueWealth Financial Partners
Washington
$1.6M +$24.3K +515 +2%
Bank of New York Mellon
171
Bank of New York Mellon
New York
$1.6M -$34.8K -737 -2%
JWCA
172
J.W. Cole Advisors
Florida
$1.6M -$12.1K -257 -0.8%
DFG
173
Delta Financial Group
New Jersey
$1.59M -$142K -3,011 -8%
RWPA
174
Richard W. Paul & Associates
Michigan
$1.53M +$121K +2,564 +9%
HWM
175
Hohimer Wealth Management
Washington
$1.48M -$106K -2,251 -7%
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