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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

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
Holders
370
Holders Change
-9
Holders Change %
-2.37%
% of All Funds
5.38%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
28
Increased
141
Reduced
145
Closed
32
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
+$66K

Top Buyers

1
PP
1
Prosperity Planning
Missouri
$34.9M
2
AA
2
Acorns Advisers
California
$462M
3
BlackRock
3
BlackRock
New York
$84.5M
4
KOC
4
Koss-Olinger Consulting
Florida
$22.1M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$11M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$32.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.15M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$806K
4
Jane Street
4
Jane Street
New York
$15.2M
5
Wells Fargo
5
Wells Fargo
California
$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGCA
251
Steel Grove Capital Advisors
Tennessee
$342K – – –
HCM
252
Hudson Capital Management
New Jersey
$342K -$1.71K -36 -0.5%
SOAMC
253
Spirit of America Management Corp
New York
$335K +$271K +5,731 +425%
CAM
254
Cidel Asset Management
Ontario, Canada
$333K -$374K – –
SHFA
255
SC&H Financial Advisors
Maryland
$333K +$2.04K +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 +$2.04K +43 +0.7%
MWM
259
Modera Wealth Management
New Jersey
$304K +$2.61K +55 +0.9%
PIM
260
Provident Investment Management
Michigan
$303K – – –
WP
261
WealthShield Partners
North Carolina
$295K +$8.72K +184 +3%
HNWAG
262
High Net Worth Advisory Group
Florida
$293K -$48.6K -1,025 -14%
PWH
263
Priebe Wealth Holdings
Minnesota
$290K – – –
FSWA
264
Financial Synergies Wealth Advisors
Texas
$288K -$2.8M -59,201 -91%
RCAG
265
Rehmann Capital Advisory Group
Michigan
$287K -$9.95K -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 -$3.7K -78 -1%
MCA
270
Magnolia Capital Advisors
Mississippi
$270K +$270K +5,696 New
RIA
271
Regal Investment Advisors
Michigan
$266K +$62.2K +1,313 +30%
VNA
272
Valley National Advisers
Pennsylvania
$265K -$8.36K -177 -3%
WKWM
273
Walter & Keenan Wealth Management
Indiana
$262K – – –
MCM
274
MidAtlantic Capital Management
Virginia
$260K – – –
PP
275
PFS Partners
New Jersey
$257K – – –
9 10
11
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