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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 %
CAC
276
Certified Advisory Corp
Florida
$227K – – –
BFA
277
Beaumont Financial Advisors
Massachusetts
$222K +$1.95K +40 +0.9%
BRWA
278
B. Riley Wealth Advisors
Florida
$220K -$15.9K -326 -7%
PCIA
279
Prime Capital Investment Advisors
Kansas
$219K +$4.43K +91 +2%
SWP
280
Stratos Wealth Partners
Ohio
$215K +$146 +3 +0.1%
SWA
281
SFMG Wealth Advisors
Texas
$214K +$214K +4,403 New
PJSIMP
282
P.J. Schmidt Investment Management (PJS)
Wisconsin
$214K – – –
HIC
283
Holderness Investments Company
North Carolina
$213K +$213K +4,379 New
BW
284
BIP Wealth
Georgia
$213K -$142K -2,909 -40%
KFI
285
Key Financial Inc
Pennsylvania
$212K – – –
SWC
286
Spectrum Wealth Counsel
Indiana
$212K – – –
IWM
287
IHT Wealth Management
Illinois
$210K +$210K +4,321 New
M1FG
288
Mach-1 Financial Group
Arkansas
$208K +$208K +4,282 New
BOPW
289
Brandywine Oak Private Wealth
Pennsylvania
$201K +$201K +4,134 New
RP
290
Rice Partnership
Hawaii
$167K -$3.07K -63 -2%
PWS
291
Peterson Wealth Services
Utah
$161K +$161K +3,302 New
CF
292
Centaurus Financial
California
$157K -$429K -8,782 -73%
Fidelity Investments
293
Fidelity Investments
Massachusetts
$138K +$117K +2,408 +556%
NIC
294
Northwest Investment Counselors
Oregon
$130K +$130K +2,662 New
SNB
295
Security National Bank
Nebraska
$125K +$29.5K +606 +31%
BCWM
296
Bartlett & Co Wealth Management
Ohio
$122K +$57.4K +1,180 +89%
BL
297
BFSG LLC
California
$120K -$5.45K -112 -4%
EW
298
Element Wealth
Mississippi
$103K – – –
SIC
299
Salem Investment Counselors
North Carolina
$98.8K -$8.71K -179 -8%
KFO
300
Kopp Family Office
Minnesota
$98K – – –
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12
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