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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

358 hedge funds and large institutions have $2.51B invested in iShares Core 1-5 Year USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 120 increasing their positions, 156 reducing their positions, and 43 closing their positions.

Holders
358
Holders Change
-26
Holders Change %
-6.77%
% of All Funds
5.71%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.48%
New
20
Increased
120
Reduced
156
Closed
43
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$183M
2
BlackRock
2
BlackRock
New York
$98.3M
3
AA
3
Acorns Advisers
California
$382M
4
BC
4
Brio Consultants
California
$11.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$11.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.33M
2
Bank of America
2
Bank of America
North Carolina
$80.6M
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$0
4
HI
4
Harbour Investments
Wisconsin
$1.78M
5
RJA
5
Raymond James & Associates
Florida
$50.1M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
1
Acorns Advisers
California
$382M 8,228,082 +254,941 +3%
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$211M 4,544,200 – –
Charles Schwab
3
Charles Schwab
California
$183M 3,936,382 +1,631,572 +71%
BlackRock
4
BlackRock
New York
$98.3M 2,119,598 +385,574 +22%
UBS Group
5
UBS Group
Switzerland
$81.7M 1,761,265 -8,885 -0.5%
Bank of America
6
Bank of America
North Carolina
$80.6M 1,738,305 -888,804 -34%
Morgan Stanley
7
Morgan Stanley
New York
$60.6M 1,307,659 -136,526 -9%
RJA
8
Raymond James & Associates
Florida
$50.1M 1,079,271 -221,035 -17%
Mariner
9
Mariner
Kansas
$45.7M 984,823 -57,086 -5%
Wells Fargo
10
Wells Fargo
California
$36.9M 796,335 -99,767 -11%
Ameriprise
11
Ameriprise
Minnesota
$33.3M 714,810 -92,118 -11%
CWM
12
Cahaba Wealth Management
Georgia
$31.6M 681,965 +53,213 +8%
PP
13
Prosperity Planning
Missouri
– – – –
MW
14
MBL Wealth
North Carolina
$29.8M 643,372 +18,086 +3%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$29.8M 642,196 -66,527 -9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$28.9M 624,181 -61,485 -9%
SP
17
Symmetry Partners
Connecticut
$28.8M 621,732 -25,080 -4%
LPL Financial
18
LPL Financial
California
$26.5M 571,370 -26,466 -4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$23.9M 516,315 -148,418 -22%
TA
20
Townsend & Associates
Colorado
$23.6M 510,645 +214,261 +72%
CMP
21
Courage Miller Partners
Virginia
$23.5M 505,997 +32,648 +7%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$23.1M 497,824 +161,007 +48%
DWM
23
Destination Wealth Management
California
$23.1M 497,261 +14,287 +3%
NA
24
NewEdge Advisors
Louisiana
$22.4M 483,436 -11,370 -2%
GWM
25
Geneos Wealth Management
Colorado
$21.6M 464,750 +18,054 +4%
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