ISTB icon

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 %
HNWAG
201
High Net Worth Advisory Group
Florida
$785K -$273K -5,844 -26%
MWM
202
Modera Wealth Management
New Jersey
$783K +$783K +16,792 New
BRWA
203
B. Riley Wealth Advisors
Florida
$780K -$321K -6,876 -29%
CCG
204
Cypress Capital Group
Florida
$779K -$94.8K -2,033 -11%
RJT
205
Raymond James Trust
Florida
$752K +$58.5K +1,254 +8%
MAWCM
206
Mine & Arao Wealth Creation & Management
California
$747K -$560 -12 -0.1%
PI
207
PFG Investments
New York
$743K -$223K -4,774 -23%
BFA
208
Beacon Financial Advisory
Ohio
$733K +$7.09K +152 +1%
Koshinski Asset Management
209
Koshinski Asset Management
Illinois
$727K -$609K -13,051 -46%
Wealthfront Advisers
210
Wealthfront Advisers
California
$722K +$221K +4,732 +44%
CAG
211
Crestwood Advisors Group
Massachusetts
$721K -$982K -21,061 -58%
SC
212
Stephens Consulting
Michigan
$720K -$2.89K -62 -0.4%
CTA
213
Colonial Trust Advisors
South Carolina
$685K +$29.4K +631 +4%
CB
214
Commerce Bank
Missouri
$675K – – –
PIMG
215
Patriot Investment Management Group
Tennessee
$649K -$22.2K -476 -3%
WB
216
WesBanco Bank
West Virginia
$637K – – –
Truist Financial
217
Truist Financial
North Carolina
$627K -$796K -17,072 -56%
CMS
218
Capital Market Strategies
Florida
$621K +$1.35K +29 +0.2%
SC
219
Savant Capital
Illinois
$592K -$60.2K -1,290 -9%
RWA
220
Rooted Wealth Advisors
Illinois
$589K +$589K +12,692 New
UCFA
221
United Capital Financial Advisors
Texas
$582K -$333K -7,146 -36%
SGI
222
Summit Global Investments
Utah
$581K -$34.6K -742 -6%
WTB
223
Washington Trust Bank
Washington
$579K +$137K +2,947 +31%
RA
224
Rise Advisors
New York
$575K -$653 -14 -0.1%
IC
225
IEQ Capital
California
$575K – – –
7 8
9
10 11