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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 %
SOAMC
326
Spirit of America Management Corp
New York
$63.4K +$63.4K +1,350 New
EWA
327
Elevate Wealth Advisory
Georgia
$59.6K – – –
CFGS
328
Concourse Financial Group Securities
Alabama
$57K -$14.4K -303 -20%
CIBC Private Wealth Group
329
CIBC Private Wealth Group
Georgia
$52.5K +$52.5K +1,114 New
PP
330
Pacifica Partners
Canada
$49.1K +$24.9K +525 +102%
FDCDDQ
331
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.3K – – –
Citigroup
332
Citigroup
New York
$45.1K -$6.93K -146 -13%
CA
333
CoreCap Advisors
Michigan
$44.2K +$44.2K +932 New
AIC
334
Archer Investment Corporation
Indiana
$42.6K +$1.95K +41 +5%
IA
335
IFP Advisors
Florida
$42.1K -$1.99K -42 -5%
MFA
336
McClarren Financial Advisors
Pennsylvania
$36K +$240 +5 +0.7%
BONH
337
Bank of New Hampshire
New Hampshire
$35.3K +$5.17K +109 +17%
GTAM
338
Global Trust Asset Management
Florida
$28.5K – – –
BWL
339
Bogart Wealth LLC
Virginia
$27.8K – – –
Franklin Resources
340
Franklin Resources
California
$27.3K – – –
CFD
341
Creative Financial Designs
Indiana
$25.7K – – –
HGERS
342
Householder Group Estate & Retirement Specialist
Arizona
$25.2K – – –
CIA
343
Cape Investment Advisory
Georgia
$25.2K – – –
AWM
344
Avior Wealth Management
Nebraska
$24.9K +$142 +3 +0.6%
TCG
345
Transcendent Capital Group
Oklahoma
$24.6K +$142 +3 +0.6%
VL
346
Vima LLC
Michigan
$23.6K +$8.54K +181 +57%
GJIA
347
Glass Jacobson Investment Advisors
Maryland
$22.4K – – –
OSAM
348
O'Shaughnessy Asset Management
Connecticut
$21.4K +$19.9K +420 +1,313%
RIA
349
Realta Investment Advisors
Delaware
$20.7K +$20.7K +437 New
CAL
350
Capital Analysts LLC
Pennsylvania
$20K – – –
12 13
14
15 16