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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
$151M
2
AA
Acorns Advisers
California
$512M
3
Morgan Stanley
Morgan Stanley
New York
$48.2M
4
TPI
Trust Point Inc
Wisconsin
$163M
5
ST
Spinnaker Trust
Maine
$71.9M

Top Sellers

1
PP
Prosperity Planning
Missouri
$37.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$29M
3
Bank of America
Bank of America
North Carolina
$36.6M
4
HighTower Advisors
HighTower Advisors
Illinois
$7.88M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
276
Atria Wealth Solutions
New York
$260K -$3.73K -78 -1%
PP
277
PFS Partners
New Jersey
$259K – – –
VFIC
278
Valley Forge Investment Consultants
Pennsylvania
$254K +$3.34K +70 +1%
APP
279
Avantax Planning Partners
Iowa
$249K -$4.92K -103 -2%
P
280
&Partners
Tennessee
$242K -$42.6K -892 -15%
WFL
281
Wealth Forward LLC
North Dakota
$241K – – –
AF
282
Abound Financial
California
$237K +$237K +4,956 New
PI
283
PFG Investments
New York
$236K -$45.8K -958 -16%
PIMG
284
Patriot Investment Management Group
Tennessee
$235K +$48 +1 +0%
LAMC
285
Longview Asset Management (California)
California
$234K +$234K +4,897 New
EC
286
EdgeRock Capital
Colorado
$230K -$25.5K -534 -10%
ATWA
287
Arbor Trust Wealth Advisors
Michigan
$230K – – –
SWC
288
Spectrum Wealth Counsel
Indiana
$229K +$21.4K +448 +10%
WIA
289
World Investment Advisors
California
$228K +$228K +4,772 New
MWM
290
Modera Wealth Management
New Jersey
$227K -$51.4K -1,075 -18%
CAC
291
Certified Advisory Corp
Florida
$223K – – –
HCM
292
Hudson Capital Management
New Jersey
$222K -$5.97K -125 -3%
PCIA
293
Prime Capital Investment Advisors
Kansas
$215K – – –
SC
294
Savant Capital
Illinois
$210K -$135K -2,828 -39%
SWA
295
SFMG Wealth Advisors
Texas
$210K -$287 -6 -0.1%
PJSIMP
296
P.J. Schmidt Investment Management (PJS)
Wisconsin
$210K – – –
HIC
297
Holderness Investments Company
North Carolina
$209K – – –
BFA
298
Beaumont Financial Advisors
Massachusetts
$208K -$9.94K -208 -5%
KFI
299
Key Financial Inc
Pennsylvania
$208K – – –
WA
300
WBH Advisory
Maryland
$207K +$207K +4,343 New
10 11
12
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