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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 %
PCIA
301
Prime Capital Investment Advisors
Kansas
$209K – – –
CCM
302
Coldstream Capital Management
Washington
$206K +$206K +4,350 New
SWC
303
Spectrum Wealth Counsel
Indiana
$206K – – –
RIA
304
Regal Investment Advisors
Michigan
$204K +$204K +4,308 New
BFS
305
Burkett Financial Services
South Carolina
$203K -$8.44K -178 -4%
IF
306
Intrua Financial
Texas
$202K -$81.8K -1,725 -29%
AWE
307
Avidian Wealth Enterprises
Texas
$202K -$24.2K -511 -11%
BOPW
308
Brandywine Oak Private Wealth
Pennsylvania
$201K +$201K +4,234 New
KFI
309
Key Financial Inc
Pennsylvania
$191K -$86K -1,812 -31%
NIC
310
Northwest Investment Counselors
Oregon
$189K -$125K -2,643 -40%
BNP Paribas Financial Markets
311
BNP Paribas Financial Markets
France
$186K -$587K -12,384 -76%
RIL
312
Rothschild Investment LLC
Illinois
$152K – – –
BL
313
BFSG LLC
California
$120K +$5.55K +117 +5%
CIR
314
Clear Investment Research
Georgia
$107K +$1.23K +26 +1%
EW
315
Element Wealth
Mississippi
$100K – – –
KFO
316
Kopp Family Office
Minnesota
$96K – – –
LCK
317
LeRoy C. Kopp
$96K +$96K +2,015 New
SNB
318
Security National Bank
Nebraska
$92.7K +$92.7K +1,953 New
Fidelity Investments
319
Fidelity Investments
Massachusetts
$91.5K +$6.26K +132 +7%
FFA
320
Farther Finance Advisors
California
$90K -$802 -17 -0.9%
CTWM
321
Cherry Tree Wealth Management
Minnesota
$88.7K – – –
S
322
Sachetta
Massachusetts
$86.3K +$523 +11 +0.6%
Deutsche Bank
323
Deutsche Bank
Germany
$73.4K +$73.4K +1,547 New
NS
324
NBC Securities
Alabama
$65K – – –
BCWM
325
Bartlett & Co Wealth Management
Ohio
$63.6K -$949 -20 -1%
11 12
13
14 15