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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
CIBC Private Wealth Group
326
CIBC Private Wealth Group
Georgia
$55.5K +$15.6K +325 +39%
AWM
327
Avior Wealth Management
Nebraska
$54.6K +$672 +14 +1%
FDCDDQ
328
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.5K +$1.3K +27 +2%
CFGS
329
Concourse Financial Group Securities
Alabama
$52.9K -$2.83K -59 -5%
AIC
330
Archer Investment Corporation
Indiana
$52.1K +$4.56K +95 +10%
S
331
Sachetta
Massachusetts
$51.4K -$43.8K -912 -46%
BFS
332
Burkett Financial Services
South Carolina
$47.5K +$17.2K +358 +56%
BWL
333
Bogart Wealth LLC
Virginia
$47.4K
BNP Paribas Financial Markets
334
BNP Paribas Financial Markets
France
$46.3K +$46.5K +969 New
SWM
335
Spire Wealth Management
Virginia
$38.1K +$864 +18 +2%
CAL
336
Capital Analysts LLC
Pennsylvania
$36K
AG
337
AmeriFlex Group
Nevada
$33.9K +$33.9K +706 New
GSWM
338
Golden State Wealth Management
California
$32.4K +$32.5K +677 New
Franklin Resources
339
Franklin Resources
California
$27.5K
GWSG
340
GPS Wealth Strategies Group
Colorado
$24.7K -$2.59K -54 -9%
TCG
341
Transcendent Capital Group
Oklahoma
$24.1K +$288 +6 +1%
IA
342
IFP Advisors
Florida
$24.1K +$960 +20 +4%
PP
343
Pacifica Partners
Canada
$23.7K -$1.58K -33 -6%
GJIA
344
Glass Jacobson Investment Advisors
Maryland
$22.5K
RFA
345
Reyes Financial Architecture
California
$20.3K +$20.4K +424 New
OP
346
ORG Partners
Indiana
$20.1K +$192 +4 +1%
FFA
347
Farther Finance Advisors
California
$18.6K -$4.75K -99 -20%
FFA
348
Frazier Financial Advisors
Ohio
$15K +$15.1K +314 New
CA
349
CoreCap Advisors
Michigan
$14.8K -$864 -18 -6%
RA
350
Rise Advisors
New York
$14.4K -$5.33K -111 -27%

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.