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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 %
JWCA
151
J.W. Cole Advisors
Florida
$1.61M +$27.7K +593 +2%
BA
152
Bellwether Advisors
Nebraska
$1.61M -$67K -1,436 -4%
Bank of New York Mellon
153
Bank of New York Mellon
New York
$1.6M +$15.2K +326 +1%
ST
154
Spinnaker Trust
Maine
$1.59M -$417K -8,936 -21%
LGG
155
Luts & Greenleigh Group
Maryland
$1.59M -$614K -13,165 -28%
WP
156
WealthShield Partners
North Carolina
$1.58M -$311K -6,663 -16%
MA
157
MJP Associates
Connecticut
$1.57M +$143K +3,071 +10%
KFP
158
KMG Fiduciary Partners
Ohio
$1.57M +$113K +2,430 +8%
RK
159
Rather & Kittrell
Tennessee
$1.55M -$97.6K -2,093 -6%
TFP
160
TrueWealth Financial Partners
Washington
$1.54M -$44.4K -952 -3%
RWPA
161
Richard W. Paul & Associates
Michigan
$1.53M +$15.8K +339 +1%
FWP
162
FAS Wealth Partners
Kansas
$1.49M -$911K -19,522 -38%
SFS
163
Sowell Financial Services
Arkansas
$1.42M +$1.18M +25,329 +488%
HPM
164
Hoxton Planning & Management
West Virginia
$1.41M +$373K +7,999 +36%
DFG
165
Delta Financial Group
New Jersey
$1.4M -$167K -3,589 -11%
SGCA
166
Steel Grove Capital Advisors
Tennessee
$1.4M -$557K -11,935 -29%
GPA
167
Guidance Point Advisors
Massachusetts
$1.36M -$505K -10,831 -27%
HWM
168
Hohimer Wealth Management
Washington
$1.35M -$117K -2,504 -8%
EAM
169
Eukles Asset Management
Ohio
$1.33M -$15.8K -339 -1%
JGCM
170
Joseph Group Capital Management
Ohio
$1.33M +$118K +2,531 +10%
Stifel Financial
171
Stifel Financial
Missouri
$1.3M -$61.5K -1,319 -5%
MWM
172
Maltin Wealth Management
New Jersey
$1.29M -$56.2K -1,205 -4%
HIF
173
Hill Island Financial
Michigan
$1.28M +$63.9K +1,370 +5%
SHFA
174
SC&H Financial Advisors
Maryland
$1.26M -$25K -537 -2%
NL
175
NWAM LLC
Washington
$1.24M -$138K -2,952 -10%
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7
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