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iShares Core 1-5 Year USD Bond ETF

382 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, 167 increasing their positions, 116 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

44% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 116

6% more funds holding

Funds holding: 359382 (+23)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

1.73% more ownership

Funds ownership: 65.82%67.55% (+1.7%)

5% more capital invested

Capital invested by funds: $2.74B → $2.87B (+$132M)

Holders
382
Holders Change
+23
Holders Change %
+6.41%
% of All Funds
5.03%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.46%
New
53
Increased
167
Reduced
116
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
226
Northwest Capital Management
Oregon
$508K
GG
227
Greenwood Gearhart
Arkansas
$504K +$507K +10,560 New
GFPC
228
Global Financial Private Client
Florida
$498K +$32.3K +672 +7%
FFG
229
Fortress Financial Group
Minnesota
$493K +$496K +10,329 New
Northern Trust
230
Northern Trust
Illinois
$481K
CMS
231
Capital Market Strategies
Florida
$474K +$1.82K +38 +0.4%
AIS
232
Accredited Investor Services
Minnesota
$464K +$466K +9,713 New
ATPW
233
Ashton Thomas Private Wealth
Arizona
$464K +$26K +541 +6%
TAM
234
Tocqueville Asset Management
New York
$449K
LI
235
LVZ Inc
Michigan
$431K +$63.5K +1,324 +17%
OCM
236
Osterweis Capital Management
California
$430K
CPIG
237
Chicago Partners Investment Group
Illinois
$424K -$57.5K -1,199 -12%
LCWP
238
Legacy Capital Wealth Partners
Arkansas
$424K -$12K -250 -3%
SC
239
Stephens Consulting
Michigan
$408K +$672 +14 +0.2%
1832 Asset Management
240
1832 Asset Management
Ontario, Canada
$404K +$406K +8,456 New
ACP
241
Aviance Capital Partners
Florida
$400K -$6.14K -128 -2%
DACG
242
Donor Advised Charitable Giving
California
$374K +$376K +7,825 New
MCA
243
Maryland Capital Advisors
Maryland
$374K -$181K -3,778 -33%
ACA
244
Affinity Capital Advisors
California
$360K +$76K +1,583 +27%
MCA
245
Magnolia Capital Advisors
Mississippi
$344K +$68.3K +1,424 +25%
SOAMC
246
Spirit of America Management Corp
New York
$342K +$8.11K +169 +2%
Kovitz Investment Group Partners
247
Kovitz Investment Group Partners
Illinois
$342K -$92.3K -1,923 -21%
SHFA
248
SC&H Financial Advisors
Maryland
$331K -$2.11K -44 -0.6%
LFAS
249
Level Four Advisory Services
Texas
$331K -$63.8K -1,330 -16%
PTC
250
Private Trust Company
Ohio
$325K +$326K +6,798 New

ISTB Hedge Fund Activity: Q4 2024 in Review

382 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q4 2024, worth a combined $2.87B — up 4.8% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ISTB positions and 23 closed out — a net gain of 30 holders — while 167 added to existing stakes and 116 trimmed.

The largest buyer was BlackRock, adding an estimated $46.1M. The largest seller was Royal Bank of Canada, cutting an estimated $11.5M.

  • 382 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q4 2024, up from 359 in Q3 2024.
  • Funds reported $2.87B of iShares Core 1-5 Year USD Bond ETF stock for Q4 2024, up 4.8% quarter-over-quarter.
  • 53 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q4 2024 and 23 closed out, a net change of +30 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q4 2024 was BlackRock, an estimated $46.1M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2024.