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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
KLI
251
Kelman-Lazarov Inc
Tennessee
$322K
BW
252
BIP Wealth
Georgia
$320K +$111K +2,316 +53%
WN
253
Williams & Novak
California
$317K -$36.2K -755 -10%
CKAIS
254
Christensen King & Associates Investment Services
Washington
$316K +$2.98K +62 +0.9%
EWA
255
EverSource Wealth Advisors
Alabama
$309K +$311K +6,473 New
SF
256
Summit Financial
New Jersey
$305K -$778K -16,211 -72%
CAM
257
Cidel Asset Management
Ontario, Canada
$304K
KFGG
258
Keystone Financial Group (Georgia)
Georgia
$303K +$305K +6,350 New
CCM
259
Coldstream Capital Management
Washington
$301K -$20.2K -421 -6%
AFG
260
Atomi Financial Group
New York
$298K +$300K +6,244 New
ZF
261
Zhang Financial
Michigan
$298K +$299K +6,228 New
MCA
262
Midwest Capital Advisors
Michigan
$295K +$297K +6,179 New
PWH
263
Priebe Wealth Holdings
Minnesota
$292K
IWC
264
Infinity Wealth Counsel
Ohio
$289K +$290K +6,040 New
HWM
265
Hohimer Wealth Management
Washington
$288K -$32.6K -680 -10%
RW
266
Rede Wealth
Virginia
$286K +$25.2K +525 +10%
MCC
267
Money Concepts Capital
Florida
$285K +$32.4K +676 +13%
WA
268
Wealth Architects
California
$279K +$280K +5,833 New
FBT
269
First Bankers Trust
Kentucky
$271K +$27.1K +565 +11%
SJGA
270
Stephen J. Garry & Associates
New York
$269K -$45.6K -950 -14%
RCAG
271
Rehmann Capital Advisory Group
Michigan
$267K -$24.7K -514 -8%
WKWM
272
Walter & Keenan Wealth Management
Indiana
$265K
OHWP
273
Oak Harbor Wealth Partners
North Carolina
$265K
FZCM
274
Flynn Zito Capital Management
New York
$265K +$480 +10 +0.2%
IAA
275
Independent Advisor Alliance
North Carolina
$263K +$264K +5,503 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.