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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
WA
301
WBH Advisory
Maryland
$207K +$208K +4,343 New
VNA
302
Valley National Advisers
Pennsylvania
$207K -$47.2K -983 -18%
SGCA
303
Steel Grove Capital Advisors
Tennessee
$206K -$105K -2,190 -34%
SNB
304
Security National Bank
Nebraska
$202K +$80.2K +1,672 +65%
WP
305
WealthShield Partners
North Carolina
$188K -$104K -2,169 -36%
RP
306
Rice Partnership
Hawaii
$172K +$7.54K +157 +5%
IWA
307
Icon Wealth Advisors
Texas
$170K +$171K +3,565 New
MCM
308
MidAtlantic Capital Management
Virginia
$167K -$94.6K -1,970 -36%
CF
309
Centaurus Financial
California
$163K +$9.5K +198 +6%
FWP
310
FAS Wealth Partners
Kansas
$159K -$108K -2,259 -40%
PWS
311
Peterson Wealth Services
Utah
$150K -$8.02K -167 -5%
BL
312
BFSG LLC
California
$136K +$18.2K +380 +15%
AWM
313
AE Wealth Management
Kansas
$129K +$129K +2,695 New
BCWM
314
Bartlett & Co Wealth Management
Ohio
$120K +$960 +20 +0.8%
BT
315
Banque Transatlantique
France
$112K +$113K +2,352 New
SAM
316
Smartleaf Asset Management
Massachusetts
$106K +$61.3K +1,277 +137%
KFO
317
Kopp Family Office
Minnesota
$104K +$7.58K +158 +8%
EW
318
Element Wealth
Mississippi
$101K
SIC
319
Salem Investment Counselors
North Carolina
$97K
CIR
320
Clear Investment Research
Georgia
$93.4K +$384 +8 +0.4%
CBT
321
Crews Bank & Trust
Florida
$89.8K +$90.2K +1,880 New
CTWM
322
Cherry Tree Wealth Management
Minnesota
$89.3K
Deutsche Bank
323
Deutsche Bank
Germany
$73.9K
EWA
324
Elevate Wealth Advisory
Georgia
$57.2K
RIL
325
Rothschild Investment LLC
Illinois
$57.1K

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.