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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 %
SSB
301
Sandy Spring Bank
Maryland
$130K +$130K +2,754 New
BL
302
BFSG LLC
California
$122K +$2.98K +63 +3%
CIR
303
Clear Investment Research
Georgia
$106K -$284 -6 -0.3%
SIC
304
Salem Investment Counselors
North Carolina
$105K -$323K -6,813 -76%
EW
305
Element Wealth
Mississippi
$100K – – –
S
306
Sachetta
Massachusetts
$95.1K +$8.23K +172 +9%
KFO
307
Kopp Family Office
Minnesota
$95K – – –
SNB
308
Security National Bank
Nebraska
$92.5K – – –
CFGS
309
Concourse Financial Group Securities
Alabama
$91.3K +$34.4K +726 +60%
CTWM
310
Cherry Tree Wealth Management
Minnesota
$88.5K – – –
CAS
311
Coppell Advisory Solutions
Texas
$87.7K +$87.7K +1,851 New
Deutsche Bank
312
Deutsche Bank
Germany
$73.3K – – –
TFF
313
The Family Firm
Maryland
$67.8K +$67.8K +1,431 New
NS
314
NBC Securities
Alabama
$63K -$2.36K -50 -4%
BCWM
315
Bartlett & Co Wealth Management
Ohio
$62.5K -$947 -20 -1%
EWA
316
Elevate Wealth Advisory
Georgia
$56.7K -$2.75K -58 -5%
RIL
317
Rothschild Investment LLC
Illinois
$56.6K -$94.7K -2,000 -63%
AWM
318
Avior Wealth Management
Nebraska
$53.1K +$28.2K +595 +113%
SAM
319
Smartleaf Asset Management
Massachusetts
$50.2K +$50.2K +1,057 New
LFG
320
Larson Financial Group
Missouri
$47.9K +$38.1K +804 +387%
FDCDDQ
321
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.2K – – –
Citigroup
322
Citigroup
New York
$45.4K +$379 +8 +0.8%
AIC
323
Archer Investment Corporation
Indiana
$44.3K +$1.75K +37 +4%
CA
324
CoreCap Advisors
Michigan
$43.5K -$663 -14 -2%
CIBC Private Wealth Group
325
CIBC Private Wealth Group
Georgia
$36.3K -$16.6K -349 -31%
11 12
13
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