ISTB icon

iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

374 hedge funds and large institutions have $3.06B invested in iShares Core 1-5 Year USD Bond ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 136 increasing their positions, 152 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-9
Holders Change %
-2.35%
% of All Funds
6.47%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.62%
New
31
Increased
136
Reduced
152
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWP
1
FAS Wealth Partners
Kansas
$49.4M
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$209M
3
Jane Street
3
Jane Street
New York
$36.7M
4
BlackRock
4
BlackRock
New York
$86.3M
5
Ameriprise
5
Ameriprise
Minnesota
$181M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$85M
2
CWM
2
Campbell Wealth Management
Virginia
$1.91M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$7.44M
4
ST
4
Spinnaker Trust
Maine
$3.53M
5
Charles Schwab
5
Charles Schwab
California
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
176
Sunesis Advisors
Kansas
$1.38M – – –
MCC
177
Money Concepts Capital
Florida
$1.38M +$33.3K +722 +2%
PA
178
PFG Advisors
Arizona
$1.36M -$104K -2,248 -7%
EAM
179
Eukles Asset Management
Ohio
$1.33M +$59.3K +1,287 +5%
CT
180
Colonial Trust
South Carolina
$1.3M +$1.3M +28,295 New
CCG
181
Cypress Capital Group
Florida
$1.3M -$295K -6,402 -18%
RW
182
Rede Wealth
Virginia
$1.28M +$73.9K +1,603 +6%
ZIMP
183
Zimmermann Investment Management & Planning
Pennsylvania
$1.27M -$168K -3,654 -12%
Cetera Investment Advisers
184
Cetera Investment Advisers
Illinois
$1.27M -$1.2M -26,085 -49%
AWS
185
AJ Wealth Strategies
New York
$1.25M -$294K -6,381 -19%
JGCM
186
Joseph Group Capital Management
Ohio
$1.2M +$122K +2,636 +11%
NL
187
NWAM LLC
Washington
$1.19M -$418K -9,077 -26%
IF
188
Intrua Financial
Texas
$1.19M -$119K -2,576 -9%
FPCM
189
Financial Partners Capital Management
New York
$1.16M +$55.3K +1,200 +5%
BRWA
190
B. Riley Wealth Advisors
Florida
$1.02M +$425K +9,221 +71%
RJT
191
Raymond James Trust
Florida
$1.02M -$2.84M -61,499 -74%
LF
192
Lee Financial
Texas
$964K -$1.57K -34 -0.2%
HCM
193
Hudson Capital Management
New Jersey
$950K +$332K +7,200 +54%
OIA
194
OneDigital Investment Advisors
Kansas
$941K -$230 -5 -0%
CAM
195
Cozad Asset Management
Illinois
$919K -$120K -2,610 -12%
William Blair & Company
196
William Blair & Company
Illinois
$906K – – –
FA
197
FC Advisory
Pennsylvania
$904K +$459K +9,955 +103%
LRWA
198
Long Run Wealth Advisors
New York
$849K +$53.1K +1,152 +7%
Wealthfront Advisers
199
Wealthfront Advisers
California
$824K +$204K +4,433 +33%
NIC
200
Northwest Investment Counselors
Oregon
$793K +$46 +1 +0%
6 7
8
9 10