ISTB icon

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 %
BONH
326
Bank of New Hampshire
New Hampshire
$35.3K – – –
MFA
327
McClarren Financial Advisors
Pennsylvania
$35K -$57.4K -466 -62%
CAL
328
Capital Analysts LLC
Pennsylvania
$35K +$15.2K +326 +77%
BWL
329
Bogart Wealth LLC
Virginia
$33.4K +$5.59K +118 +20%
IA
330
IFP Advisors
Florida
$30.6K -$11.5K -242 -27%
OP
331
ORG Partners
Indiana
$29.5K +$29.5K +623 New
BFS
332
Burkett Financial Services
South Carolina
$28.8K -$174K -3,675 -86%
Franklin Resources
333
Franklin Resources
California
$27.2K – – –
CFD
334
Creative Financial Designs
Indiana
$25.7K – – –
HGERS
335
Householder Group Estate & Retirement Specialist
Arizona
$25K – – –
PP
336
Pacifica Partners
Canada
$24.8K -$24.3K -514 -50%
TCG
337
Transcendent Capital Group
Oklahoma
$23.3K -$1.18K -25 -5%
FFA
338
Farther Finance Advisors
California
$23K -$66.9K -1,419 -74%
GWSG
339
GPS Wealth Strategies Group
Colorado
$22.7K +$22.7K +480 New
GJIA
340
Glass Jacobson Investment Advisors
Maryland
$22.4K – – –
RIA
341
Realta Investment Advisors
Delaware
$20.9K +$189 +4 +0.9%
Fidelity Investments
342
Fidelity Investments
Massachusetts
$20.5K -$70.8K -1,495 -78%
AA
343
Ancora Advisors
Ohio
$17.3K – – –
FLPIM
344
F.L. Putnam Investment Management
Massachusetts
$14.7K +$14.7K +310 New
GTAM
345
Global Trust Asset Management
Florida
$14.2K -$14.2K -300 -50%
FCA
346
FinTrust Capital Advisors
South Carolina
$12.6K – – –
PA
347
Parallel Advisors
California
$11.8K +$4.98K +105 +73%
AF
348
Advisornet Financial
Minnesota
$11.5K – – –
GGI
349
Godsey & Gibb Inc
Virginia
$11.5K – – –
CT
350
Clearstead Trust
Maine
$9.47K – – –
12 13
14
15 16