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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

379 hedge funds and large institutions have $2.73B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 139 increasing their positions, 143 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.5%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
37
Increased
139
Reduced
143
Closed
33
Calls
$24K
Puts
$95K
Net Calls
-$71K
Net Calls Change
+$57K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$90.3M
2
AA
2
Acorns Advisers
California
$438M
3
Citadel Advisors
3
Citadel Advisors
Florida
$25.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$40.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$15.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.6M
2
BlackRock
2
BlackRock
New York
$62.2M
3
PP
3
Prosperity Planning
Missouri
$33.6M
4
Charles Schwab
4
Charles Schwab
California
$153M
5
Bank of America
5
Bank of America
North Carolina
$68.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
276
PFG Investments
New York
$274K -$249K -5,244 -48%
VNA
277
Valley National Advisers
Pennsylvania
$274K -$13.8K -292 -5%
ISL
278
Ingalls & Snyder LLC
New York
$270K – – –
OBWG
279
Onyx Bridge Wealth Group
New York
$264K -$16.5K -352 -6%
EC
280
EdgeRock Capital
Colorado
$263K -$24.8K -523 -9%
WKWM
281
Walter & Keenan Wealth Management
Indiana
$263K – – –
MCM
282
MidAtlantic Capital Management
Virginia
$261K +$251K +5,294 +2,660%
PP
283
PFS Partners
New Jersey
$258K – – –
APP
284
Avantax Planning Partners
Iowa
$252K – – –
PJSIMP
285
P.J. Schmidt Investment Management (PJS)
Wisconsin
$251K – – –
RW
286
Rede Wealth
Virginia
$251K -$228K -4,796 -48%
PIMG
287
Patriot Investment Management Group
Tennessee
$250K +$2.85K +60 +1%
BFA
288
Beaumont Financial Advisors
Massachusetts
$246K +$1.14K +24 +0.5%
SWP
289
Stratos Wealth Partners
Ohio
$245K +$6.41K +135 +3%
WFL
290
Wealth Forward LLC
North Dakota
$239K – – –
SI
291
Seeds Investor
New York
$239K +$239K +5,034 New
ACA
292
Ackerman Capital Advisors
Texas
$233K – – –
VFIC
293
Valley Forge Investment Consultants
Pennsylvania
$232K +$26.1K +550 +13%
CB
294
Commerce Bank
Missouri
$229K -$457K -9,641 -67%
MCC
295
Money Concepts Capital
Florida
$227K +$227K +4,783 New
MWM
296
Mission Wealth Management
California
$227K +$227K +4,782 New
ATWA
297
Arbor Trust Wealth Advisors
Michigan
$226K – – –
PWS
298
Peterson Wealth Services
Utah
$215K -$759 -16 -0.4%
AFAS
299
Acorn Financial Advisory Services
Virginia
$215K -$2.52M -53,042 -92%
CAC
300
Certified Advisory Corp
Florida
$214K +$3.46K +73 +2%
10 11
12
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