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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

381 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, 166 increasing their positions, 116 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+23
Holders Change %
+6.42%
% of All Funds
5.07%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
53
Increased
166
Reduced
116
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$45.9M
2
AA
Acorns Advisers
California
+$23.8M
3
Morgan Stanley
Morgan Stanley
New York
+$18.5M
4
TPI
Trust Point Inc
Wisconsin
+$12.7M
5
ST
Spinnaker Trust
Maine
+$10M

Top Sellers

1
PP
Prosperity Planning
Missouri
-$36.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$11.5M
3
Bank of America
Bank of America
North Carolina
-$5.85M
4
HighTower Advisors
HighTower Advisors
Illinois
-$5.24M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
251
BIP Wealth
Georgia
$320K +$111K +2,316 +53%
WN
252
Williams & Novak
California
$317K -$36.1K -755 -10%
CKAIS
253
Christensen King & Associates Investment Services
Washington
$316K +$2.96K +62 +0.9%
EWA
254
EverSource Wealth Advisors
Alabama
$309K +$309K +6,473 New
SF
255
Summit Financial
New Jersey
$305K -$774K -16,211 -72%
CAM
256
Cidel Asset Management
Ontario, Canada
$304K -$323K – –
KFGG
257
Keystone Financial Group (Georgia)
Georgia
$303K +$303K +6,350 New
CCM
258
Coldstream Capital Management
Washington
$301K -$20.1K -421 -6%
AFG
259
Atomi Financial Group
New York
$298K +$298K +6,244 New
ZF
260
Zhang Financial
Michigan
$298K +$298K +6,228 New
MCA
261
Midwest Capital Advisors
Michigan
$295K +$295K +6,179 New
PWH
262
Priebe Wealth Holdings
Minnesota
$292K – – –
IWC
263
Infinity Wealth Counsel
Ohio
$289K +$289K +6,040 New
HWM
264
Hohimer Wealth Management
Washington
$288K -$32.5K -680 -10%
RW
265
Rede Wealth
Virginia
$286K +$25.1K +525 +10%
MCC
266
Money Concepts Capital
Florida
$285K +$32.3K +676 +13%
WA
267
Wealth Architects
California
$279K +$279K +5,833 New
FBT
268
First Bankers Trust
Kentucky
$271K +$27K +565 +11%
SJGA
269
Stephen J. Garry & Associates
New York
$269K -$45.4K -950 -14%
RCAG
270
Rehmann Capital Advisory Group
Michigan
$267K -$24.6K -514 -8%
WKWM
271
Walter & Keenan Wealth Management
Indiana
$265K – – –
OHWP
272
Oak Harbor Wealth Partners
North Carolina
$265K – – –
FZCM
273
Flynn Zito Capital Management
New York
$265K +$478 +10 +0.2%
IAA
274
Independent Advisor Alliance
North Carolina
$263K +$263K +5,503 New
ESB
275
Essex Savings Bank
Connecticut
$261K +$261K +5,470 New
9 10
11
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