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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 %
TRCT
351
Tower Research Capital (TRC)
New York
$9.1K +$7.58K +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 +$4.78K +101 New
QCG
356
Quadrant Capital Group
Ohio
$4.74K – – –
HNB
357
Huntington National Bank
Ohio
$4.5K -$47 – –
SIS
358
Sound Income Strategies
Florida
$3.41K +$2.27K +48 +200%
TFA
359
Transamerica Financial Advisors
Florida
$3K – – –
HFA
360
Hershey Financial Advisers
Pennsylvania
$2.7K +$2.7K +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 -$19.9K -420 -93%
AssetMark Inc
366
AssetMark Inc
California
$1.52K +$1.52K +32 New
DJSG
367
D.J. St. Germain
Massachusetts
$1.23K +$1.23K +26 New
EWA
368
EverSource Wealth Advisors
Alabama
$1.01K -$13.2K -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
13 14
15
16 17