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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
5.5%
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
1
JPMorgan Chase & Co
New York
$90.3M
2
AA
2
Acorns Advisers
California
$438M
3
Citadel Advisors
3
Citadel Advisors
Florida
$25.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$40.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$15.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.6M
2
BlackRock
2
BlackRock
New York
$62.2M
3
PP
3
Prosperity Planning
Missouri
$33.6M
4
Charles Schwab
4
Charles Schwab
California
$153M
5
Bank of America
5
Bank of America
North Carolina
$68.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
251
Two Sigma Securities
New York
$369K +$369K +7,785 New
RWM
252
Rockwood Wealth Management
Pennsylvania
$348K +$348K +7,343 New
SJGA
253
Stephen J. Garry & Associates
New York
$348K – – –
HCM
254
Hudson Capital Management
New Jersey
$344K +$14.8K +312 +4%
SGCA
255
Steel Grove Capital Advisors
Tennessee
$343K -$81.1K -1,710 -19%
HNWAG
256
High Net Worth Advisory Group
Florida
$342K -$76K -1,602 -18%
CL
257
Choreo LLC
Illinois
$335K +$190 +4 +0.1%
TWC
258
TD Waterhouse Canada
Ontario, Canada
$332K -$717K -15,190 -68%
SHFA
259
SC&H Financial Advisors
Maryland
$331K -$18.7K -394 -5%
RVPG
260
Relative Value Partners Group
$328K – – –
SPC
261
Sigma Planning Corp
Michigan
$322K +$322K +6,791 New
KLI
262
Kelman-Lazarov Inc
Tennessee
$320K – – –
Stifel Financial
263
Stifel Financial
Missouri
$316K -$463K -9,768 -59%
CKAIS
264
Christensen King & Associates Investment Services
Washington
$307K +$1.23K +26 +0.4%
FWP
265
FAS Wealth Partners
Kansas
$305K -$407K -8,589 -57%
PIM
266
Provident Investment Management
Michigan
$304K – – –
OHWP
267
Oak Harbor Wealth Partners
North Carolina
$303K -$13.8K -291 -4%
MWM
268
Modera Wealth Management
New Jersey
$301K -$69.1K -1,457 -19%
RCAG
269
Rehmann Capital Advisory Group
Michigan
$297K -$16.4K -345 -5%
PWH
270
Priebe Wealth Holdings
Minnesota
$290K – – –
TCM
271
Traynor Capital Management
Pennsylvania
$288K +$85.5K +1,802 +42%
WP
272
WealthShield Partners
North Carolina
$287K -$100K -2,108 -26%
P
273
&Partners
Tennessee
$287K +$285 +6 +0.1%
SBIA
274
Sheaff Brock Investment Advisors
Indiana
$285K – – –
AWS
275
Atria Wealth Solutions
New York
$277K -$20.1K -424 -7%
9 10
11
12 13