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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
SGCA
251
Steel Grove Capital Advisors
Tennessee
$342K
HCM
252
Hudson Capital Management
New Jersey
$342K -$1.7K -36 -0.5%
SOAMC
253
Spirit of America Management Corp
New York
$335K +$270K +5,731 +425%
CAM
254
Cidel Asset Management
Ontario, Canada
$333K
SHFA
255
SC&H Financial Advisors
Maryland
$333K +$2.03K +43 +0.6%
KLI
256
Kelman-Lazarov Inc
Tennessee
$319K
OHWP
257
Oak Harbor Wealth Partners
North Carolina
$313K +$10.4K +220 +3%
CKAIS
258
Christensen King & Associates Investment Services
Washington
$309K +$2.03K +43 +0.7%
MWM
259
Modera Wealth Management
New Jersey
$304K +$2.59K +55 +0.9%
PIM
260
Provident Investment Management
Michigan
$303K
WP
261
WealthShield Partners
North Carolina
$295K +$8.68K +184 +3%
HNWAG
262
High Net Worth Advisory Group
Florida
$293K -$48.3K -1,025 -14%
PWH
263
Priebe Wealth Holdings
Minnesota
$290K
FSWA
264
Financial Synergies Wealth Advisors
Texas
$288K -$2.79M -59,201 -91%
RCAG
265
Rehmann Capital Advisory Group
Michigan
$287K -$9.9K -210 -3%
SBIA
266
Sheaff Brock Investment Advisors
Indiana
$284K
PI
267
PFG Investments
New York
$275K +$1.37K +29 +0.5%
TCM
268
Traynor Capital Management
Pennsylvania
$275K -$13K -275 -5%
AWS
269
Atria Wealth Solutions
New York
$273K -$3.68K -78 -1%
MCA
270
Magnolia Capital Advisors
Mississippi
$270K +$269K +5,696 New
RIA
271
Regal Investment Advisors
Michigan
$266K +$61.9K +1,313 +30%
VNA
272
Valley National Advisers
Pennsylvania
$265K -$8.35K -177 -3%
WKWM
273
Walter & Keenan Wealth Management
Indiana
$262K
MCM
274
MidAtlantic Capital Management
Virginia
$260K
PP
275
PFS Partners
New Jersey
$257K

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.