We are live on ! Find out more
ISTB icon

iShares Core 1-5 Year USD Bond ETF

359 hedge funds and large institutions have $2.74B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 154 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 127

18% more funds holding in top 10

Funds holding in top 10: 2833 (+5)

2% more capital invested

Capital invested by funds: $2.68B → $2.74B (+$58.6M)

0.05% more ownership

Funds ownership: 65.77%65.82% (+0.05%)

3% less funds holding

Funds holding: 370359 (-11)

26% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 31

Holders
359
Holders Change
-11
Holders Change %
-2.97%
% of All Funds
5.16%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.47%
New
23
Increased
154
Reduced
127
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
226
Ashton Thomas Private Wealth
Arizona
$446K +$15.7K +326 +4%
LCWP
227
Legacy Capital Wealth Partners
Arkansas
$444K
Kovitz Investment Group Partners
228
Kovitz Investment Group Partners
Illinois
$442K -$747K -15,523 -63%
OCM
229
Osterweis Capital Management
California
$438K
WWS
230
Wellington Wealth Strategies
Indiana
$423K +$424K +8,803 New
SC
231
Stephens Consulting
Michigan
$415K -$16K -333 -4%
ACP
232
Aviance Capital Partners
Florida
$414K +$1.54K +32 +0.4%
TWC
233
TD Waterhouse Canada
Ontario, Canada
$412K
LFAS
234
Level Four Advisory Services
Texas
$397K -$157K -3,257 -28%
SFP
235
Strategic Financial Partners
Oregon
$384K -$13K -270 -3%
LI
236
LVZ Inc
Michigan
$375K -$34.5K -717 -9%
WN
237
Williams & Novak
California
$360K -$627K -13,020 -64%
SC
238
Savant Capital
Illinois
$352K -$131K -2,719 -27%
SOAMC
239
Spirit of America Management Corp
New York
$341K -$4.04K -84 -1%
SHFA
240
SC&H Financial Advisors
Maryland
$340K -$2.12K -44 -0.6%
KLI
241
Kelman-Lazarov Inc
Tennessee
$328K
CCM
242
Coldstream Capital Management
Washington
$327K +$115K +2,381 +55%
HWM
243
Hohimer Wealth Management
Washington
$327K -$41.7K -866 -11%
CAM
244
Cidel Asset Management
Ontario, Canada
$323K
SJGA
245
Stephen J. Garry & Associates
New York
$321K -$36.1K -750 -10%
CKAIS
246
Christensen King & Associates Investment Services
Washington
$320K +$2.17K +45 +0.7%
SGCA
247
Steel Grove Capital Advisors
Tennessee
$317K -$35.1K -730 -10%
PWH
248
Priebe Wealth Holdings
Minnesota
$298K
WP
249
WealthShield Partners
North Carolina
$297K -$6.3K -131 -2%
RCAG
250
Rehmann Capital Advisory Group
Michigan
$297K +$1.83K +38 +0.6%