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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

380 hedge funds and large institutions have $2.79B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+22
Holders Change %
+6.15%
% of All Funds
5.57%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.41%
New
62
Increased
117
Reduced
161
Closed
38
Calls
$24K
Puts
$152K
Net Calls
-$128K
Net Calls Change
-$142K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$138M
2
ST
Spinnaker Trust
Maine
$57.6M
3
TA
Townsend & Associates
Colorado
$43.9M
4
AA
Acorns Advisers
California
$408M
5
Jane Street
Jane Street
New York
$19.3M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$51.7M
2
PP
Prosperity Planning
Missouri
$30.9M
3
SP
Symmetry Partners
Connecticut
$0
4
NA
NewEdge Advisors
Louisiana
$1.59M
5
Ameriprise
Ameriprise
Minnesota
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
201
Stifel Financial
Missouri
$781K -$42.4K -891 -5%
BNP Paribas Financial Markets
202
BNP Paribas Financial Markets
France
$775K +$765K +16,083 +7,412%
BFA
203
Beacon Financial Advisory
Ohio
$772K -$22.8K -479 -3%
QCIG
204
Quad-Cities Investment Group
Iowa
$769K +$32.1K +677 +4%
Truist Financial
205
Truist Financial
North Carolina
$768K +$138K +2,897 +22%
MAWCM
206
Mine & Arao Wealth Creation & Management
California
$762K -$2.9K -61 -0.4%
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$747K +$43.1K +906 +6%
DPI
208
Diversified Portfolios Inc
Michigan
$737K +$87.8K +1,847 +14%
HWM
209
Hohimer Wealth Management
Washington
$720K -$185K -3,892 -20%
FWP
210
FAS Wealth Partners
Kansas
$714K -$343K -7,212 -32%
CB
211
Commerce Bank
Missouri
$688K – – –
WTB
212
Washington Trust Bank
Washington
$687K +$201K +4,235 +41%
CA
213
Cambridge Associates
Massachusetts
$667K +$667K +14,033 New
CTA
214
Colonial Trust Advisors
South Carolina
$663K -$4.23K -89 -0.6%
WB
215
WesBanco Bank
West Virginia
$650K – – –
US Bancorp
216
US Bancorp
Minnesota
$649K -$1.02M -21,418 -61%
CPIG
217
Chicago Partners Investment Group
Illinois
$643K -$1.22M -25,621 -65%
MCM
218
Mattern Capital Management
Colorado
$634K +$62.1K +1,305 +11%
SC
219
Stephens Consulting
Michigan
$613K +$7.18K +151 +1%
Wealthfront Advisers
220
Wealthfront Advisers
California
$609K -$188K -3,960 -24%
EK
221
Evensky & Katz
Florida
$607K +$347K +7,300 +134%
SGI
222
Summit Global Investments
Utah
$578K -$998 -21 -0.2%
JFL
223
Jarislowsky, Fraser Ltd
Quebec, Canada
$577K -$481K – –
IAIM
224
International Assets Investment Management
Florida
$567K +$567K +11,921 New
CHP
225
Cable Hill Partners
Oregon
$563K +$91.3K +1,925 +19%
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