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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

381 hedge funds and large institutions have $2.87B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 166 increasing their positions, 116 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+23
Holders Change %
+6.42%
% of All Funds
5.07%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
53
Increased
166
Reduced
116
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$151M
2
AA
Acorns Advisers
California
$512M
3
Morgan Stanley
Morgan Stanley
New York
$48.2M
4
TPI
Trust Point Inc
Wisconsin
$163M
5
ST
Spinnaker Trust
Maine
$71.9M

Top Sellers

1
PP
Prosperity Planning
Missouri
$37.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$29M
3
Bank of America
Bank of America
North Carolina
$36.6M
4
HighTower Advisors
HighTower Advisors
Illinois
$7.88M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
226
Greenwood Gearhart
Arkansas
$504K +$504K +10,560 New
GFPC
227
Global Financial Private Client
Florida
$498K +$32.1K +672 +7%
FFG
228
Fortress Financial Group
Minnesota
$493K +$493K +10,329 New
Northern Trust
229
Northern Trust
Illinois
$481K – – –
CMS
230
Capital Market Strategies
Florida
$474K +$1.82K +38 +0.4%
AIS
231
Accredited Investor Services
Minnesota
$464K +$464K +9,713 New
ATPW
232
Ashton Thomas Private Wealth
Arizona
$464K +$25.8K +541 +6%
TAM
233
Tocqueville Asset Management
New York
$449K – – –
LI
234
LVZ Inc
Michigan
$431K +$63.2K +1,324 +17%
OCM
235
Osterweis Capital Management
California
$430K -$438K – –
CPIG
236
Chicago Partners Investment Group
Illinois
$424K -$57.3K -1,199 -12%
LCWP
237
Legacy Capital Wealth Partners
Arkansas
$424K -$11.9K -250 -3%
SC
238
Stephens Consulting
Michigan
$408K +$669 +14 +0.2%
1832 Asset Management
239
1832 Asset Management
Ontario, Canada
$404K +$404K +8,456 New
ACP
240
Aviance Capital Partners
Florida
$400K -$6.11K -128 -2%
DACG
241
Donor Advised Charitable Giving
California
$374K +$374K +7,825 New
MCA
242
Maryland Capital Advisors
Maryland
$374K -$180K -3,778 -33%
ACA
243
Affinity Capital Advisors
California
$360K +$75.6K +1,583 +27%
MCA
244
Magnolia Capital Advisors
Mississippi
$344K +$68K +1,424 +25%
SOAMC
245
Spirit of America Management Corp
New York
$342K +$8.07K +169 +2%
Kovitz Investment Group Partners
246
Kovitz Investment Group Partners
Illinois
$342K -$91.9K -1,923 -21%
SHFA
247
SC&H Financial Advisors
Maryland
$331K -$2.1K -44 -0.6%
LFAS
248
Level Four Advisory Services
Texas
$331K -$63.5K -1,330 -16%
PTC
249
Private Trust Company
Ohio
$325K +$325K +6,798 New
KLI
250
Kelman-Lazarov Inc
Tennessee
$322K – – –
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