ISTB icon

iShares Core 1-5 Year USD Bond ETF

358 hedge funds and large institutions have $2.51B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 120 increasing their positions, 156 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-26
Holders Change %
-6.77%
% of All Funds
5.71%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.48%
New
20
Increased
120
Reduced
156
Closed
43
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KFP
151
KMG Fiduciary Partners
Ohio
$1.63M +$68.4K +1,474 +4%
JGCM
152
Joseph Group Capital Management
Ohio
$1.61M +$291K +6,284 +22%
BA
153
Bellwether Advisors
Nebraska
$1.6M +$4.92K +106 +0.3%
ST
154
Spinnaker Trust
Maine
$1.58M
JWCA
155
J.W. Cole Advisors
Florida
$1.57M -$27.4K -590 -2%
SHWM
156
Smith & Howard Wealth Management
Georgia
$1.56M -$196K -4,228 -11%
LGG
157
Luts & Greenleigh Group
Maryland
$1.56M -$12.4K -268 -0.8%
SFS
158
Sowell Financial Services
Arkansas
$1.56M +$148K +3,192 +10%
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$1.52M +$1.26M +27,061 +469%
Comerica Bank
160
Comerica Bank
Texas
$1.49M +$1.49M +32,160 New
SA
161
Sunesis Advisors
Kansas
$1.43M +$1.43M +30,848 New
RK
162
Rather & Kittrell
Tennessee
$1.42M -$114K -2,448 -7%
TFP
163
TrueWealth Financial Partners
Washington
$1.42M -$110K -2,365 -7%
BW
164
BIP Wealth
Georgia
$1.35M -$614K -13,231 -31%
EAM
165
Eukles Asset Management
Ohio
$1.35M +$29.2K +629 +2%
DFG
166
Delta Financial Group
New Jersey
$1.32M -$75.9K -1,637 -5%
MA
167
MJP Associates
Connecticut
$1.31M -$252K -5,440 -16%
WP
168
WealthShield Partners
North Carolina
$1.28M -$300K -6,460 -19%
NL
169
NWAM LLC
Washington
$1.24M +$12.8K +277 +1%
HIF
170
Hill Island Financial
Michigan
$1.23M -$33.9K -730 -3%
MA
171
Mutual Advisors
Nebraska
$1.22M -$8.02K -173 -0.7%
SHFA
172
SC&H Financial Advisors
Maryland
$1.21M -$34K -734 -3%
IWC
173
Integrated Wealth Concepts
Massachusetts
$1.19M -$1.69M -36,536 -59%
MWM
174
Maltin Wealth Management
New Jersey
$1.18M -$101K -2,169 -8%
SGCA
175
Steel Grove Capital Advisors
Tennessee
$1.18M -$207K -4,458 -15%