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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 %
FWP
276
FAS Wealth Partners
Kansas
$254K -$50.7K -1,070 -17%
EC
277
EdgeRock Capital
Colorado
$253K -$9.71K -205 -4%
APP
278
Avantax Planning Partners
Iowa
$252K – – –
MWM
279
Maltin Wealth Management
New Jersey
$252K -$659K -13,905 -72%
RW
280
Rede Wealth
Virginia
$250K -$332 -7 -0.1%
OBWG
281
Onyx Bridge Wealth Group
New York
$248K -$18.5K -390 -7%
WFL
282
Wealth Forward LLC
North Dakota
$239K – – –
FZCM
283
Flynn Zito Capital Management
New York
$237K +$237K +5,000 New
VFIC
284
Valley Forge Investment Consultants
Pennsylvania
$235K +$3.41K +72 +1%
ACA
285
Ackerman Capital Advisors
Texas
$233K – – –
PIMG
286
Patriot Investment Management Group
Tennessee
$232K -$17.3K -365 -7%
BRWA
287
B. Riley Wealth Advisors
Florida
$230K -$518K -10,931 -69%
ATWA
288
Arbor Trust Wealth Advisors
Michigan
$228K – – –
EWA
289
EP Wealth Advisors
California
$227K +$227K +4,787 New
CAC
290
Certified Advisory Corp
Florida
$221K +$6.96K +147 +3%
MCC
291
Money Concepts Capital
Florida
$219K -$7.2K -152 -3%
BFA
292
Beaumont Financial Advisors
Massachusetts
$214K -$31.6K -667 -13%
SWP
293
Stratos Wealth Partners
Ohio
$209K -$36.1K -763 -15%
PCIA
294
Prime Capital Investment Advisors
Kansas
$208K – – –
PJSIMP
295
P.J. Schmidt Investment Management (PJS)
Wisconsin
$208K -$42.6K -900 -17%
FBT
296
First Bankers Trust
Kentucky
$207K +$207K +4,372 New
KFI
297
Key Financial Inc
Pennsylvania
$206K +$15.1K +318 +8%
SWC
298
Spectrum Wealth Counsel
Indiana
$206K – – –
CCM
299
Coldstream Capital Management
Washington
$206K -$284 -6 -0.1%
RP
300
Rice Partnership
Hawaii
$166K +$166K +3,498 New
10 11
12
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