ISTB icon

iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

379 hedge funds and large institutions have $2.73B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 139 increasing their positions, 143 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.49%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
37
Increased
139
Reduced
143
Closed
33
Calls
$24K
Puts
$95K
Net Calls
-$71K
Net Calls Change
+$57K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$90.3M
2
AA
Acorns Advisers
California
$438M
3
Citadel Advisors
Citadel Advisors
Florida
$25.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$40.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$15.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$30.6M
2
BlackRock
BlackRock
New York
$62.2M
3
PP
Prosperity Planning
Missouri
$33.6M
4
Charles Schwab
Charles Schwab
California
$153M
5
Bank of America
Bank of America
North Carolina
$68.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
226
Arlington Trust
Alabama
$517K – – –
SS
227
Sound Stewardship
Kansas
$505K -$3.04M -63,998 -86%
CA
228
Cetera Advisors
Colorado
$494K +$494K +10,404 New
ATPW
229
Ashton Thomas Private Wealth
Arizona
$488K -$1.9K -40 -0.4%
SC
230
Savant Capital
Illinois
$476K -$32.5K -686 -6%
NCM
231
Northwest Capital Management
Oregon
$475K +$60K +1,264 +14%
CMS
232
Capital Market Strategies
Florida
$475K -$30.5K -643 -6%
LIM
233
Leavell Investment Management
Alabama
$472K +$7.12K +150 +2%
HWM
234
Hohimer Wealth Management
Washington
$467K -$251K -5,298 -35%
ICG
235
InterOcean Capital Group
Tennessee
$463K -$849K -17,899 -65%
WWS
236
Wellington Wealth Strategies
Indiana
$461K -$543K -11,454 -54%
GFPC
237
Global Financial Private Client
Florida
$460K +$31.4K +665 +7%
TAM
238
Tocqueville Asset Management
New York
$446K – – –
KPWG
239
KFA Private Wealth Group
Virginia
$446K +$446K +9,394 New
OCG
240
Opus Capital Group
Ohio
$444K -$63.5K -1,339 -13%
LI
241
LVZ Inc
Michigan
$443K -$7.16K -151 -2%
PHIC
242
Pine Haven Investment Counsel
Massachusetts
$436K +$94.9K +2,000 +28%
SIC
243
Salem Investment Counselors
North Carolina
$428K +$1.38K +29 +0.3%
OCM
244
Osterweis Capital Management
California
$427K -$428K – –
SC
245
Stephens Consulting
Michigan
$420K -$191K -4,022 -31%
RA
246
Rise Advisors
New York
$416K -$617 -13 -0.1%
National Bank of Canada
247
National Bank of Canada
Quebec, Canada
$416K -$33.2K -705 -7%
BW
248
BIP Wealth
Georgia
$411K -$541K -11,410 -57%
CAM
249
Cidel Asset Management
Ontario, Canada
$374K -$327K – –
ACP
250
Aviance Capital Partners
Florida
$371K +$43.8K +924 +13%
8 9
10
11 12