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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 %
MAWCM
201
Mine & Arao Wealth Creation & Management
California
$779K +$15.2K +330 +2%
CTA
202
Colonial Trust Advisors
South Carolina
$741K +$741K +16,079 New
VNA
203
Valley National Advisers
Pennsylvania
$733K -$180K -3,920 -20%
HHRDM
204
H&H Retirement Design & Management
Nevada
$714K -$23.3K -510 -3%
HIF
205
Hill Island Financial
Michigan
$714K +$11.7K +254 +2%
NCM
206
Northwest Capital Management
Oregon
$704K -$100K -2,173 -12%
CMS
207
Capital Market Strategies
Florida
$704K -$51.4K -1,115 -7%
LFAS
208
Level Four Advisory Services
Texas
$695K -$147K -3,183 -17%
SHFA
209
SC&H Financial Advisors
Maryland
$690K -$119K -2,575 -15%
PIMG
210
Patriot Investment Management Group
Tennessee
$682K +$17K +370 +3%
CB
211
Commerce Bank
Missouri
$667K – – –
PP
212
PDS Planning
Ohio
$658K -$1.01M -21,846 -60%
WB
213
WesBanco Bank
West Virginia
$630K -$306K -6,630 -33%
RA
214
Rise Advisors
New York
$629K +$2.86K +62 +0.5%
CA
215
CGN Advisors
Kansas
$618K +$269K +5,825 +77%
SFG
216
StrategIQ Financial Group
Indiana
$607K -$16.9K -367 -3%
KPWS
217
Kestra Private Wealth Services
Texas
$602K +$109K +2,370 +22%
SAF
218
Smith Anglin Financial
Texas
$586K +$586K +12,719 New
HCA
219
Heck Capital Advisors
Wisconsin
$575K – – –
GWM
220
GDS Wealth Management
Texas
$572K -$22.5M -487,898 -98%
ISL
221
Ingalls & Snyder LLC
New York
$567K -$55.3K -1,200 -9%
SFS
222
Sowell Financial Services
Arkansas
$566K +$566K +12,271 New
VFIC
223
Valley Forge Investment Consultants
Pennsylvania
$561K +$56K +1,214 +11%
CHP
224
Cable Hill Partners
Oregon
$560K +$20.2K +438 +4%
SWP
225
Stratos Wealth Partners
Ohio
$558K +$558K +12,112 New
7 8
9
10 11