iShares Core 1-5 Year USD Bond ETF
ISTB
382 hedge funds and large institutions have $2.87B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 167 increasing their positions, 116 reducing their positions, and 23 closing their positions.
130% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 23
44% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 116
6% more funds holding
Funds holding: 359 → 382 (+23)
6% more funds holding in top 10
Funds holding in top 10: 33 → 35 (+2)
1.73% more ownership
Funds ownership: 65.82% → 67.55% (+1.7%)
5% more capital invested
Capital invested by funds: $2.74B → $2.87B (+$132M)
Top Buyers
| 1 |
BlackRock
New York
|
+$46.1M |
| 2 |
AA
Acorns Advisers
Irvine,
California
|
+$23.9M |
| 3 |
Morgan Stanley
New York
|
+$18.6M |
| 4 |
TPI
Trust Point Inc
La Crosse,
Wisconsin
|
+$12.8M |
| 5 |
ST
Spinnaker Trust
Portland,
Maine
|
+$10.1M |
Top Sellers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$11.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$5.87M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$5.26M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.62M |
| 5 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
-$3.47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
M1FG
401
Mach-1 Financial Group
Rogers,
Arkansas
| – | -$208K | -4,282 | Closed |
|
|
BOPW
402
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| – | -$201K | -4,134 | Closed |
|
|
LFG
403
Larson Financial Group
St Louis,
Missouri
| – | -$49.3K | -1,012 | Closed |
|
|
HGERS
404
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$25K | -532 | Closed |
|
|
GGI
405
Godsey & Gibb Inc
Richmond,
Virginia
| – | -$11.8K | -242 | Closed |
|
|
FFO
406
Fortitude Family Office
Scottsdale,
Arizona
| – | -$10K | -206 | Closed |
|
407
AssetMark Inc
Concord,
California
| – | -$1.56K | -32 | Closed |
|
|
OSAM
408
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$1.54K | -32 | Closed |
|
|
WAS
409
Winch Advisory Services
Appleton,
Wisconsin
| – | -$586 | -12 | Closed |
|
|
CPA
410
Capital Performance Advisors
Walnut Creek,
California
| – | -$487 | -10 | Closed |
|
ISTB Hedge Fund Activity: Q4 2024 in Review
382 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q4 2024, worth a combined $2.87B — up 4.8% from $2.74B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new ISTB positions and 23 closed out — a net gain of 30 holders — while 167 added to existing stakes and 116 trimmed.
The largest buyer was BlackRock, adding an estimated $46.1M. The largest seller was Royal Bank of Canada, cutting an estimated $11.5M.
- 382 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q4 2024, up from 359 in Q3 2024.
- Funds reported $2.87B of iShares Core 1-5 Year USD Bond ETF stock for Q4 2024, up 4.8% quarter-over-quarter.
- 53 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q4 2024 and 23 closed out, a net change of +30 holders.
- The largest iShares Core 1-5 Year USD Bond ETF buyer in Q4 2024 was BlackRock, an estimated $46.1M added.
- The largest iShares Core 1-5 Year USD Bond ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $11.5M sold.
Based on aggregated 13F filings for Q4 2024.