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
TRCT
351
Tower Research Capital (TRC)
New York
$9.1K +$7.55K +160 +500%
TAM
352
Townsend Asset Management
North Carolina
$8.76K
SWM
353
Spire Wealth Management
Virginia
$5.33K +$660 +14 +14%
PA
354
Pineridge Advisors
Missouri
$5.07K
SFSG
355
Sound Financial Strategies Group
Mississippi
$4.78K +$4.76K +101 New
QCG
356
Quadrant Capital Group
Ohio
$4.74K
HNB
357
Huntington National Bank
Ohio
$4.5K
SIS
358
Sound Income Strategies
Florida
$3.41K +$2.26K +48 +200%
TFA
359
Transamerica Financial Advisors
Florida
$3K
HFA
360
Hershey Financial Advisers
Pennsylvania
$2.7K +$2.69K +57 New
FRA
361
Front Row Advisors
California
$2.37K
GWSA
362
Global Wealth Strategies & Associates
Colorado
$2.13K
TSWM
363
Tyler-Stone Wealth Management
Ohio
$1.99K
WIA
364
Wetzel Investment Advisors
Indiana
$1.95K
OSAM
365
O'Shaughnessy Asset Management
Connecticut
$1.52K -$19.8K -420 -93%
AssetMark Inc
366
AssetMark Inc
California
$1.52K +$1.51K +32 New
DJSG
367
D.J. St. Germain
Massachusetts
$1.23K +$1.23K +26 New
EWA
368
EverSource Wealth Advisors
Alabama
$1.01K -$13K -275 -93%
GIA
369
GHP Investment Advisors
Colorado
$995
SS
370
Sunbelt Securities
Texas
$947
HWM
371
HighMark Wealth Management
Minnesota
$663
IHWM
372
Iron Horse Wealth Management
Iowa
$234
WWM
373
Wolff Wiese Magana
California
$143
RFC
374
Regions Financial Corp
Alabama
$24
PWP
375
PrairieView Wealth Partners
Illinois
-$8.12M -171,149 Closed

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.