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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 %
MAM
376
Meeder Asset Management
Ohio
– -$5.32M -112,202 Closed
WA
377
Wealthstar Advisors
Texas
– -$2.03M -42,772 Closed
DWM
378
Dynasty Wealth Management
Florida
– -$1.41M -29,653 Closed
CWP
379
Cyndeo Wealth Partners
Florida
– -$1.38M -29,036 Closed
NL
380
NWAM LLC
Washington
– -$1.25M -26,544 Closed
SA
381
Sunesis Advisors
Kansas
– -$921K -19,416 Closed
HF
382
HRT Financial
New York
– -$708K -14,936 Closed
SS
383
Sound Stewardship
Kansas
– -$505K -10,653 Closed
WWS
384
Wellington Wealth Strategies
Indiana
– -$461K -9,727 Closed
TSS
385
Two Sigma Securities
New York
– -$369K -7,785 Closed
RWM
386
Rockwood Wealth Management
Pennsylvania
– -$348K -7,343 Closed
RVPG
387
Relative Value Partners Group
– -$328K -6,866 Closed
SPC
388
Sigma Planning Corp
Michigan
– -$322K -6,791 Closed
ISL
389
Ingalls & Snyder LLC
New York
– -$270K -5,683 Closed
CB
390
Commerce Bank
Missouri
– -$229K -4,821 Closed
MWM
391
Mission Wealth Management
California
– -$227K -4,782 Closed
PWS
392
Peterson Wealth Services
Utah
– -$215K -4,528 Closed
AFAS
393
Acorn Financial Advisory Services
Virginia
– -$215K -4,527 Closed
IF
394
Intrua Financial
Texas
– -$202K -4,267 Closed
AWE
395
Avidian Wealth Enterprises
Texas
– -$202K -4,255 Closed
BOPW
396
Brandywine Oak Private Wealth
Pennsylvania
– -$201K -4,234 Closed
NIC
397
Northwest Investment Counselors
Oregon
– -$189K -3,988 Closed
CIA
398
Cape Investment Advisory
Georgia
– -$25.2K -532 Closed
VL
399
Vima LLC
Michigan
– -$23.6K -500 Closed
NP
400
NorthRock Partners
Minnesota
– -$15.1K -319 Closed
13 14 15
16
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