We are live on ! Find out more
ISTB icon

iShares Core 1-5 Year USD Bond ETF

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

0.42% more ownership

Funds ownership: 65.35%65.77% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

2% less capital invested

Capital invested by funds: $2.73B → $2.68B (-$46.7M)

3% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 145

2% less funds holding

Funds holding: 379370 (-9)

13% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 32

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
370
Holders Change
-9
Holders Change %
-2.37%
% of All Funds
5.34%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
28
Increased
141
Reduced
145
Closed
32
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Change in
Stake
BONH
326
Bank of New Hampshire
New Hampshire
$35.3K
MFA
327
McClarren Financial Advisors
Pennsylvania
$35K -$22K -466 -62%
CAL
328
Capital Analysts LLC
Pennsylvania
$35K +$15.4K +326 +77%
BWL
329
Bogart Wealth LLC
Virginia
$33.4K +$5.57K +118 +20%
IA
330
IFP Advisors
Florida
$30.6K -$11.4K -242 -27%
OP
331
ORG Partners
Indiana
$29.5K +$29.4K +623 New
BFS
332
Burkett Financial Services
South Carolina
$28.8K -$173K -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 -$24.2K -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 +$22.6K +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 -$70.5K -1,495 -78%
AA
343
Ancora Advisors
Ohio
$17.3K
FLPIM
344
F.L. Putnam Investment Management
Massachusetts
$14.7K +$14.6K +310 New
GTAM
345
Global Trust Asset Management
Florida
$14.2K -$14.1K -300 -50%
FCA
346
FinTrust Capital Advisors
South Carolina
$12.6K
PA
347
Parallel Advisors
California
$11.8K +$4.95K +105 +73%
AF
348
Advisornet Financial
Minnesota
$11.5K
GGI
349
Godsey & Gibb Inc
Virginia
$11.5K
CT
350
Clearstead Trust
Maine
$9.47K

ISTB Hedge Fund Activity: Q2 2024 in Review

370 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q2 2024, worth a combined $2.68B — down 1.7% from $2.73B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of ISTB and 28 opened new positions — a net loss of 4 holders — while 145 trimmed existing stakes and 141 added.

The largest buyer was Prosperity Planning, opening a new position worth an estimated $34.7M. The largest seller was JP Morgan Chase, cutting an estimated $57.1M.

  • 370 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q2 2024, down from 379 in Q1 2024.
  • Funds reported $2.68B of iShares Core 1-5 Year USD Bond ETF stock for Q2 2024, down 1.7% quarter-over-quarter.
  • 28 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q2 2024 and 32 closed out, a net change of -4 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q2 2024 was Prosperity Planning, an estimated $34.7M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q2 2024 was JP Morgan Chase, an estimated $57.1M sold.

Based on aggregated 13F filings for Q2 2024.