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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 %
JJBC
176
James J. Burns & Company
New York
$1.48M -$101K -2,166 -6%
KFP
177
KMG Fiduciary Partners
Ohio
$1.48M +$1.48M +31,770 New
FPB
178
First PREMIER Bank
South Dakota
$1.46M +$8.36K +180 +0.6%
HPM
179
Hoxton Planning & Management
West Virginia
$1.45M +$1.45M +31,234 New
HNWAG
180
High Net Worth Advisory Group
Florida
$1.44M -$828K -17,825 -36%
LL
181
LWMG LLC
Minnesota
$1.4M +$1.4M +30,118 New
SA
182
Sunesis Advisors
Kansas
$1.39M – – –
RWPA
183
Richard W. Paul & Associates
Michigan
$1.39M +$1.39M +29,855 New
Koshinski Asset Management
184
Koshinski Asset Management
Illinois
$1.37M -$73.2K -1,576 -5%
EAM
185
Eukles Asset Management
Ohio
$1.33M -$8.45K -182 -0.6%
MA
186
MJP Associates
Connecticut
$1.31M -$1.81M -38,938 -58%
MCC
187
Money Concepts Capital
Florida
$1.3M -$91.1K -1,962 -7%
PA
188
PFG Advisors
Arizona
$1.25M -$118K -2,534 -9%
IF
189
IRON Financial
Illinois
$1.25M +$793K +17,085 +176%
PSCM
190
Per Stirling Capital Management
Texas
$1.24M +$1.24M +26,658 New
SHFA
191
SC&H Financial Advisors
Maryland
$1.24M +$542K +11,663 +78%
CT
192
Colonial Trust
South Carolina
$1.18M -$129K -2,788 -10%
PAS
193
Park Avenue Securities
New York
$1.18M +$911K +19,619 +338%
HL
194
HeadInvest LLC
Maine
$1.16M -$339K -7,300 -23%
JGCM
195
Joseph Group Capital Management
Ohio
$1.1M -$105K -2,269 -9%
LF
196
Lee Financial
Texas
$1.09M +$118K +2,535 +12%
LFAS
197
Level Four Advisory Services
Texas
$1.06M +$365K +7,859 +52%
CAS
198
Coppell Advisory Solutions
Texas
$1.05M +$1.05M +22,531 New
CASC
199
Coppell Advisory Solutions Corp
Texas
$1.05M +$1.05M +22,531 New
CAM
200
Cozad Asset Management
Illinois
$1.02M +$94.5K +2,035 +10%
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