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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

384 hedge funds and large institutions have $2.91B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 116 increasing their positions, 183 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
6.15%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.59%
New
34
Increased
116
Reduced
183
Closed
27
Calls
$24K
Puts
–
Net Calls
+$24K
Net Calls Change
+$10K

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$34.4M
2
Bank of America
Bank of America
North Carolina
+$25.9M
3
AA
Acorns Advisers
California
+$17.6M
4
OPS
Orion Portfolio Solutions
Nebraska
+$16.6M
5
BAAM
Baker Avenue Asset Management
California
+$8.04M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$83.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$49.4M
3
UBS Group
UBS Group
Switzerland
-$37.2M
4
Morgan Stanley
Morgan Stanley
New York
-$36.2M
5
HighTower Advisors
HighTower Advisors
Illinois
-$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPM
201
Hoxton Planning & Management
West Virginia
$1.05M -$428K -9,069 -29%
PSCM
202
Per Stirling Capital Management
Texas
$1.04M -$212K -4,500 -17%
WWM
203
Western Wealth Management
Colorado
$1.01M -$18.7K -396 -2%
FA
204
FC Advisory
Pennsylvania
$997K +$7.03K +149 +0.7%
PI
205
PFG Investments
New York
$977K +$977K +20,715 New
UCFA
206
United Capital Financial Advisors
Texas
$926K -$3.52M -74,673 -79%
AL
207
Aspiriant LLC
California
$887K -$38.1K -809 -4%
CCG
208
Cypress Capital Group
Florida
$883K -$98.4K -2,087 -10%
LRWA
209
Long Run Wealth Advisors
New York
$843K +$4.67K +99 +0.6%
William Blair & Company
210
William Blair & Company
Illinois
$833K +$6.51K +138 +0.8%
SWP
211
Stratos Wealth Partners
Ohio
$829K +$51.4K +1,090 +7%
MAWCM
212
Mine & Arao Wealth Creation & Management
California
$756K -$6.98K -148 -0.9%
KPWS
213
Kestra Private Wealth Services
Texas
$747K +$2.41K +51 +0.3%
BFA
214
Beacon Financial Advisory
Ohio
$734K +$152K +3,224 +26%
SC
215
Stephens Consulting
Michigan
$731K +$2.92K +62 +0.4%
QCIG
216
Quad-Cities Investment Group
Iowa
$705K +$77.9K +1,652 +12%
RJT
217
Raymond James Trust
Florida
$701K -$52.8K -1,120 -7%
CB
218
Commerce Bank
Missouri
$682K – – –
PIMG
219
Patriot Investment Management Group
Tennessee
$679K -$77.8K -1,650 -10%
APP
220
Avantax Planning Partners
Iowa
$664K -$5.42M -114,994 -89%
CTA
221
Colonial Trust Advisors
South Carolina
$663K -$57.9K -1,227 -8%
SC
222
Savant Capital
Illinois
$660K -$86.7K -1,839 -12%
CAS
223
Coppell Advisory Solutions
Texas
$649K -$411K -8,733 -39%
CASC
224
Coppell Advisory Solutions Corp
Texas
$649K -$411K -8,733 -39%
WB
225
WesBanco Bank
West Virginia
$644K – – –
7 8
9
10 11