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iShares Core 1-5 Year USD Bond ETF

382 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, 167 increasing their positions, 116 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

44% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 116

6% more funds holding

Funds holding: 359382 (+23)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

1.73% more ownership

Funds ownership: 65.82%67.55% (+1.7%)

5% more capital invested

Capital invested by funds: $2.74B → $2.87B (+$132M)

Holders
382
Holders Change
+23
Holders Change %
+6.41%
% of All Funds
5.03%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.46%
New
53
Increased
167
Reduced
116
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ESB
276
Essex Savings Bank
Connecticut
$261K +$263K +5,470 New
AWS
277
Atria Wealth Solutions
New York
$260K -$3.74K -78 -1%
PP
278
PFS Partners
New Jersey
$259K
VFIC
279
Valley Forge Investment Consultants
Pennsylvania
$254K +$3.36K +70 +1%
APP
280
Avantax Planning Partners
Iowa
$249K -$4.94K -103 -2%
P
281
&Partners
Tennessee
$242K -$42.8K -892 -15%
WFL
282
Wealth Forward LLC
North Dakota
$241K
AF
283
Abound Financial
California
$237K +$238K +4,956 New
PI
284
PFG Investments
New York
$236K -$46K -958 -16%
PIMG
285
Patriot Investment Management Group
Tennessee
$235K +$48 +1 +0%
LAMC
286
Longview Asset Management (California)
California
$234K +$235K +4,897 New
EC
287
EdgeRock Capital
Colorado
$230K -$25.6K -534 -10%
ATWA
288
Arbor Trust Wealth Advisors
Michigan
$230K
SWC
289
Spectrum Wealth Counsel
Indiana
$229K +$21.5K +448 +10%
WIA
290
World Investment Advisors
California
$228K +$229K +4,772 New
MWM
291
Modera Wealth Management
New Jersey
$227K -$51.6K -1,075 -18%
CAC
292
Certified Advisory Corp
Florida
$223K
HCM
293
Hudson Capital Management
New Jersey
$222K -$6K -125 -3%
PCIA
294
Prime Capital Investment Advisors
Kansas
$215K
SC
295
Savant Capital
Illinois
$210K -$136K -2,828 -39%
SWA
296
SFMG Wealth Advisors
Texas
$210K -$288 -6 -0.1%
PJSIMP
297
P.J. Schmidt Investment Management (PJS)
Wisconsin
$210K
HIC
298
Holderness Investments Company
North Carolina
$209K
BFA
299
Beaumont Financial Advisors
Massachusetts
$208K -$9.98K -208 -5%
KFI
300
Key Financial Inc
Pennsylvania
$208K

ISTB Hedge Fund Activity: Q4 2024 in Review

382 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q4 2024, worth a combined $2.87B — up 4.8% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ISTB positions and 23 closed out — a net gain of 30 holders — while 167 added to existing stakes and 116 trimmed.

The largest buyer was BlackRock, adding an estimated $46.1M. The largest seller was Royal Bank of Canada, cutting an estimated $11.5M.

  • 382 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q4 2024, up from 359 in Q3 2024.
  • Funds reported $2.87B of iShares Core 1-5 Year USD Bond ETF stock for Q4 2024, up 4.8% quarter-over-quarter.
  • 53 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q4 2024 and 23 closed out, a net change of +30 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q4 2024 was BlackRock, an estimated $46.1M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2024.