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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

358 hedge funds and large institutions have $2.74B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 154 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
-12
Holders Change %
-3.24%
% of All Funds
5.18%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.46%
New
22
Increased
154
Reduced
127
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$73M
2
AA
2
Acorns Advisers
California
$498M
3
BlackRock
3
BlackRock
New York
$108M
4
FIA
4
FPC Investment Advisory
California
$21.2M
5
AA
5
Argent Advisors
Louisiana
$12.6M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$17.5M
2
PP
2
Prosperity Planning
Missouri
$36.3M
3
Cerity Partners
3
Cerity Partners
New York
$1.57M
4
Bank of America
4
Bank of America
North Carolina
$43.3M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
351
AssetMark Inc
California
$1.56K – – –
OSAM
352
O'Shaughnessy Asset Management
Connecticut
$1.54K – – –
SS
353
Sunbelt Securities
Texas
$974 – – –
HWM
354
HighMark Wealth Management
Minnesota
$682 – – –
WAS
355
Winch Advisory Services
Wisconsin
$586 +$586 +12 New
LIS
356
Legacy Investment Solutions
Idaho
$575 +$575 +12 New
LWMI
357
Legacy Wealth Management (Idaho)
Idaho
$575 +$575 +12 New
MFA
358
McClarren Financial Advisors
Pennsylvania
$540 +$531 +16,137 +5,682%
CPA
359
Capital Performance Advisors
California
$487 +$487 +10 New
IHWM
360
Iron Horse Wealth Management
Iowa
$243 – – –
WWM
361
Wolff Wiese Magana
California
$147 – – –
HNB
362
Huntington National Bank
Ohio
$49 -$4.5K – –
RFC
363
Regions Financial Corp
Alabama
$24 – – –
FFS
364
Founders Financial Securities
Maryland
– -$13.6M -287,235 Closed
DAS
365
Dynamic Advisor Solutions
Arizona
– -$2.57M -54,248 Closed
BNP Paribas Financial Markets
366
BNP Paribas Financial Markets
France
– -$1.04M -22,014 Closed
FTUS
367
Flow Traders U.S.
New York
– -$938K -19,808 Closed
Susquehanna International Group
368
Susquehanna International Group
Pennsylvania
– -$806K -17,011 Closed
CPSC
369
Carl P. Sherr & Co
Massachusetts
– -$757K -15,989 Closed
AL
370
Aspiriant LLC
California
– -$711K -15,015 Closed
WB
371
WesBanco Bank
West Virginia
– -$647K -13,665 Closed
SGI
372
Summit Global Investments
Utah
– -$591K -12,480 Closed
IAIM
373
International Assets Investment Management
Florida
– -$545K -11,499 Closed
AP
374
Adero Partners
California
– -$459K -9,700 Closed
PIM
375
Provident Investment Management
Michigan
– -$303K -6,400 Closed
12 13 14
15
16