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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

358 hedge funds and large institutions have $2.74B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 154 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-12
Holders Change %
-3.24%
% of All Funds
5.18%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.46%
New
22
Increased
154
Reduced
127
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$73M
2
AA
2
Acorns Advisers
California
$498M
3
BlackRock
3
BlackRock
New York
$108M
4
FIA
4
FPC Investment Advisory
California
$21.2M
5
AA
5
Argent Advisors
Louisiana
$12.6M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$17.5M
2
PP
2
Prosperity Planning
Missouri
$36.3M
3
Cerity Partners
3
Cerity Partners
New York
$1.57M
4
Bank of America
4
Bank of America
North Carolina
$43.3M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
251
Sheaff Brock Investment Advisors
Indiana
$292K – – –
ACA
252
Affinity Capital Advisors
California
$290K -$118K -2,422 -29%
P
253
&Partners
Tennessee
$288K -$73.1K -1,508 -20%
PI
254
PFG Investments
New York
$287K +$4.43K +91 +2%
MWM
255
Modera Wealth Management
New Jersey
$284K -$28.3K -581 -9%
MCA
256
Magnolia Capital Advisors
Mississippi
$282K +$4.38K +90 +2%
FWP
257
FAS Wealth Partners
Kansas
$272K +$11K +226 +4%
WKWM
258
Walter & Keenan Wealth Management
Indiana
$270K – – –
OHWP
259
Oak Harbor Wealth Partners
North Carolina
$270K -$51.6K -1,060 -16%
FZCM
260
Flynn Zito Capital Management
New York
$269K +$25.7K +528 +11%
AWS
261
Atria Wealth Solutions
New York
$268K -$12.2K -250 -4%
MCM
262
MidAtlantic Capital Management
Virginia
$266K -$1.07K -22 -0.4%
RW
263
Rede Wealth
Virginia
$266K +$8.67K +178 +3%
PP
264
PFS Partners
New Jersey
$264K – – –
EC
265
EdgeRock Capital
Colorado
$261K +$292 +6 +0.1%
APP
266
Avantax Planning Partners
Iowa
$259K – – –
VNA
267
Valley National Advisers
Pennsylvania
$259K -$14K -288 -5%
MCC
268
Money Concepts Capital
Florida
$258K +$32.4K +665 +14%
VFIC
269
Valley Forge Investment Consultants
Pennsylvania
$256K +$14K +287 +6%
FBT
270
First Bankers Trust
Kentucky
$248K +$35.6K +732 +17%
Empower Advisory Group
271
Empower Advisory Group
Colorado
$247K +$247K +5,072 New
WFL
272
Wealth Forward LLC
North Dakota
$245K – – –
PIMG
273
Patriot Investment Management Group
Tennessee
$239K +$730 +15 +0.3%
HCM
274
Hudson Capital Management
New Jersey
$232K -$119K -2,449 -34%
ATWA
275
Arbor Trust Wealth Advisors
Michigan
$228K – – –
9 10
11
12 13