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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.

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
1
Kovitz Investment Group Partners
Illinois
$34.4M
2
Bank of America
2
Bank of America
North Carolina
$135M
3
AA
3
Acorns Advisers
California
$355M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$17.5M
5
BAAM
5
Baker Avenue Asset Management
California
$8.11M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$127M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.8M
3
UBS Group
3
UBS Group
Switzerland
$90.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$61M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.41M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
1
Acorns Advisers
California
$355M 7,530,988 +372,615 +5%
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$214M 4,544,200 – –
Bank of America
3
Bank of America
North Carolina
$135M 2,870,784 +549,869 +24%
Ameriprise
4
Ameriprise
Minnesota
$127M 2,682,687 -1,777,230 -40%
Charles Schwab
5
Charles Schwab
California
$111M 2,351,626 -38,007 -2%
UBS Group
6
UBS Group
Switzerland
$90.3M 1,914,028 -788,968 -29%
Jane Street
7
Jane Street
New York
$80.7M 1,711,470 -621,164 -27%
BlackRock
8
BlackRock
New York
$80.2M 1,699,722 -279,300 -14%
RJA
9
Raymond James & Associates
Florida
$61.1M 1,295,837 -113,010 -8%
Morgan Stanley
10
Morgan Stanley
New York
$61M 1,293,291 -767,208 -37%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$56.9M 1,208,650 -125,835 -9%
Mariner
12
Mariner
Kansas
$49.5M 1,048,967 -554,985 -35%
Wells Fargo
13
Wells Fargo
California
$42.2M 895,937 +141,244 +19%
MMA
14
Miracle Mile Advisors
California
$38.5M 816,773 +146,124 +22%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$37.5M 795,886 -64,560 -8%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$36.8M 781,065 -145,854 -16%
Kovitz Investment Group Partners
17
Kovitz Investment Group Partners
Illinois
$34.4M 729,372 +729,372 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$31.8M 674,006 -145,160 -18%
SP
19
Symmetry Partners
Connecticut
$30.5M 646,812 -13,000 -2%
PP
20
Prosperity Planning
Missouri
– – – –
CWM
21
Cahaba Wealth Management
Georgia
$27.9M 592,244 +42,435 +8%
LPL Financial
22
LPL Financial
California
$27.5M 583,308 +27,096 +5%
MW
23
MBL Wealth
North Carolina
$27.3M 579,561 +83,325 +17%
Osaic Holdings
24
Osaic Holdings
Arizona
$27.2M 577,567 -101,797 -15%
NA
25
NewEdge Advisors
Louisiana
$24.5M 516,261 -100,333 -16%
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