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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
5.49%
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 %
AA
351
Ancora Advisors
Ohio
$17.4K – – –
NP
352
NorthRock Partners
Minnesota
$15.1K -$127K -2,671 -89%
EWA
353
EverSource Wealth Advisors
Alabama
$13.9K +$13.9K +296 New
FCA
354
FinTrust Capital Advisors
South Carolina
$12.6K -$42K -885 -77%
AF
355
Advisornet Financial
Minnesota
$11.5K – – –
GGI
356
Godsey & Gibb Inc
Virginia
$11.5K – – –
LFG
357
Larson Financial Group
Missouri
$9.89K +$48 +1 +0.5%
CT
358
Clearstead Trust
Maine
$9.49K +$9.49K +200 New
TAM
359
Townsend Asset Management
North Carolina
$8.78K – – –
PA
360
Parallel Advisors
California
$6.83K +$2.04K +43 +43%
FMP
361
Financial Management Professionals
Texas
$6K +$6K +134 New
PA
362
Pineridge Advisors
Missouri
$5.08K +$5.08K +107 New
QCG
363
Quadrant Capital Group
Ohio
$4.74K – – –
SWM
364
Spire Wealth Management
Virginia
$4.67K +$3.73K +79 +395%
MFC
365
Mechanics Financial Corp
Ohio
$4.65K +$4.65K +98 New
RG
366
Retirement Group
California
$4.36K – – –
LF
367
LifeSteps Financial
California
$3.61K +$3.61K +76 New
TFA
368
Transamerica Financial Advisors
Florida
$3K – – –
FRA
369
Front Row Advisors
California
$2.37K – – –
CIAS
370
Capital Investment Advisory Services
North Carolina
$2.28K -$901 -19 -28%
FGAM
371
Financial Gravity Asset Management
Texas
$2.14K +$877 +18 +69%
GWSA
372
Global Wealth Strategies & Associates
Colorado
$2.14K – – –
TSWM
373
Tyler-Stone Wealth Management
Ohio
$1.99K – – –
WIA
374
Wetzel Investment Advisors
Indiana
$1.92K -$27.5K -586 -93%
TRCT
375
Tower Research Capital (TRC)
New York
$1.52K -$7.54K -159 -83%
13 14
15
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