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iShares Core 1-5 Year USD Bond ETF

370 hedge funds and large institutions have $2.68B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 141 increasing their positions, 145 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.42% more ownership

Funds ownership: 65.35%65.77% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

2% less capital invested

Capital invested by funds: $2.73B → $2.68B (-$46.7M)

3% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 145

2% less funds holding

Funds holding: 379370 (-9)

13% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 32

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
370
Holders Change
-9
Holders Change %
-2.37%
% of All Funds
5.34%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
28
Increased
141
Reduced
145
Closed
32
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Change in
Stake
CL
226
Choreo LLC
Illinois
$503K +$170K +3,611 +51%
CPIG
227
Chicago Partners Investment Group
Illinois
$478K -$96.7K -2,051 -17%
Northern Trust
228
Northern Trust
Illinois
$477K -$42.4K -900 -8%
SC
229
Savant Capital
Illinois
$471K -$3.63K -77 -0.8%
CMS
230
Capital Market Strategies
Florida
$470K -$3.54K -75 -0.7%
GFPC
231
Global Financial Private Client
Florida
$462K
AP
232
Adero Partners
California
$459K +$457K +9,700 New
OCG
233
Opus Capital Group
Ohio
$453K +$9.95K +211 +2%
TAM
234
Tocqueville Asset Management
New York
$445K
Truist Financial
235
Truist Financial
North Carolina
$440K -$148K -3,137 -25%
PHIC
236
Pine Haven Investment Counsel
Massachusetts
$436K +$236 +5 +0.1%
LCWP
237
Legacy Capital Wealth Partners
Arkansas
$432K +$430K +9,117 New
OCM
238
Osterweis Capital Management
California
$426K
SC
239
Stephens Consulting
Michigan
$420K +$472 +10 +0.1%
RA
240
Rise Advisors
New York
$420K +$3.91K +83 +0.9%
ATPW
241
Ashton Thomas Private Wealth
Arizona
$419K -$68.1K -1,443 -14%
ACP
242
Aviance Capital Partners
Florida
$402K +$31K +658 +8%
TWC
243
TD Waterhouse Canada
Ontario, Canada
$400K +$68.7K +1,456 +21%
LI
244
LVZ Inc
Michigan
$399K -$43.7K -926 -10%
ACA
245
Affinity Capital Advisors
California
$397K -$128K -2,716 -24%
SFP
246
Strategic Financial Partners
Oregon
$386K -$137K -2,895 -26%
HWM
247
Hohimer Wealth Management
Washington
$359K -$107K -2,259 -23%
P
248
&Partners
Tennessee
$353K +$66.7K +1,415 +23%
SJGA
249
Stephen J. Garry & Associates
New York
$348K
BW
250
BIP Wealth
Georgia
$345K -$65.4K -1,386 -16%

ISTB Hedge Fund Activity: Q2 2024 in Review

370 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q2 2024, worth a combined $2.68B — down 1.7% from $2.73B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of ISTB and 28 opened new positions — a net loss of 4 holders — while 145 trimmed existing stakes and 141 added.

The largest buyer was Prosperity Planning, opening a new position worth an estimated $34.7M. The largest seller was JP Morgan Chase, cutting an estimated $57.1M.

  • 370 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q2 2024, down from 379 in Q1 2024.
  • Funds reported $2.68B of iShares Core 1-5 Year USD Bond ETF stock for Q2 2024, down 1.7% quarter-over-quarter.
  • 28 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q2 2024 and 32 closed out, a net change of -4 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q2 2024 was Prosperity Planning, an estimated $34.7M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q2 2024 was JP Morgan Chase, an estimated $57.1M sold.

Based on aggregated 13F filings for Q2 2024.