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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

380 hedge funds and large institutions have $2.86B 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, 165 increasing their positions, 116 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+22
Holders Change %
+6.15%
% of All Funds
5.06%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.44%
New
53
Increased
165
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 %
SGCA
301
Steel Grove Capital Advisors
Tennessee
$206K -$105K -2,190 -34%
SNB
302
Security National Bank
Nebraska
$202K +$79.9K +1,672 +65%
WP
303
WealthShield Partners
North Carolina
$188K -$104K -2,169 -36%
RP
304
Rice Partnership
Hawaii
$172K +$7.5K +157 +5%
IWA
305
Icon Wealth Advisors
Texas
$170K +$170K +3,565 New
MCM
306
MidAtlantic Capital Management
Virginia
$167K -$94.1K -1,970 -36%
CF
307
Centaurus Financial
California
$163K +$9.45K +198 +6%
FWP
308
FAS Wealth Partners
Kansas
$159K -$108K -2,259 -40%
PWS
309
Peterson Wealth Services
Utah
$150K -$7.98K -167 -5%
BL
310
BFSG LLC
California
$136K +$18.2K +380 +15%
AWM
311
AE Wealth Management
Kansas
$129K +$129K +2,695 New
BCWM
312
Bartlett & Co Wealth Management
Ohio
$120K +$955 +20 +0.8%
BT
313
Banque Transatlantique
France
$112K +$112K +2,352 New
SAM
314
Smartleaf Asset Management
Massachusetts
$106K +$61K +1,277 +137%
KFO
315
Kopp Family Office
Minnesota
$104K +$7.56K +158 +8%
EW
316
Element Wealth
Mississippi
$101K – – –
SIC
317
Salem Investment Counselors
North Carolina
$97K – – –
CIR
318
Clear Investment Research
Georgia
$93.4K +$382 +8 +0.4%
CBT
319
Crews Bank & Trust
Florida
$89.8K +$89.8K +1,880 New
CTWM
320
Cherry Tree Wealth Management
Minnesota
$89.3K – – –
Deutsche Bank
321
Deutsche Bank
Germany
$73.9K – – –
EWA
322
Elevate Wealth Advisory
Georgia
$57.2K – – –
RIL
323
Rothschild Investment LLC
Illinois
$57.1K – – –
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$55.5K +$15.5K +325 +39%
AWM
325
Avior Wealth Management
Nebraska
$54.6K +$669 +14 +1%
11 12
13
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