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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 %
MA
176
Mutual Advisors
Nebraska
$1.23M -$2.17M -46,577 -64%
ASN
177
Advisory Services Network
Georgia
$1.23M -$465K -9,974 -27%
VC
178
Vicus Capital
Pennsylvania
$1.21M -$2.2M -47,068 -65%
OMC
179
Old Mission Capital
Illinois
$1.17M -$8.37M -179,492 -88%
OBWG
180
Onyx Bridge Wealth Group
New York
$1.12M -$9.56M -205,028 -90%
FPB
181
First PREMIER Bank
South Dakota
$1.05M -$155K -3,323 -13%
WWM
182
Western Wealth Management
Colorado
$1.04M +$46.9K +1,005 +5%
PSCM
183
Per Stirling Capital Management
Texas
$1.03M – – –
CM
184
Columbus Macro
Pennsylvania
$1.02M -$1.74M -37,254 -63%
CT
185
Colonial Trust
South Carolina
$1.01M -$105K -2,251 -9%
FA
186
FC Advisory
Pennsylvania
$992K +$5.46K +117 +0.6%
SFP
187
Strategic Financial Partners
Oregon
$991K -$6.69M -143,539 -87%
LFAS
188
Level Four Advisory Services
Texas
$983K -$95.5K -2,047 -9%
RW
189
Rede Wealth
Virginia
$980K -$130K -2,785 -12%
PAS
190
Park Avenue Securities
New York
$954K -$82.5K -1,767 -8%
HL
191
HeadInvest LLC
Maine
$946K -$159K -3,425 -14%
FFP
192
FourThought Financial Partners
Florida
$939K -$377K -8,081 -29%
MCC
193
Money Concepts Capital
Florida
$921K +$921K +19,756 New
AL
194
Aspiriant LLC
California
$877K – – –
BWM
195
Birchcreek Wealth Management
Ohio
$857K -$2.41M -51,621 -74%
LRWA
196
Long Run Wealth Advisors
New York
$834K – – –
QCIG
197
Quad-Cities Investment Group
Iowa
$808K +$110K +2,363 +16%
WIA
198
World Investment Advisors
California
$807K +$182K +3,912 +29%
William Blair & Company
199
William Blair & Company
Illinois
$805K -$18.7K -400 -2%
RCIM
200
Red Cedar Investment Management
Michigan
$798K +$798K +17,116 New
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8
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