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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 %
CMP
26
Courage Miller Partners
Virginia
$22.8M -$27.4K -579 -0.1%
KOC
27
Koss-Olinger Consulting
Florida
$22.1M +$22.1M +466,038 New
GWM
28
Geneos Wealth Management
Colorado
$22M +$432K +9,123 +2%
JFGIW
29
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.2M +$5.65M +119,195 +45%
Ameriprise
30
Ameriprise
Minnesota
$18M +$2.92M +61,560 +19%
PAI
31
Pittenger & Anderson Inc
Nebraska
$17M +$1.18M +24,919 +7%
BPA
32
Beacon Pointe Advisors
California
$15.2M +$1.07M +22,518 +8%
Jane Street
33
Jane Street
New York
$15.2M -$9.58M -202,192 -39%
PFM
34
Phillips Financial Management
Indiana
$14.5M -$424K -8,944 -3%
CIP
35
Capital Insight Partners
Arizona
$14.5M -$119K -2,518 -0.8%
OWA
36
Opal Wealth Advisors
New York
$14.3M -$252K -5,312 -2%
FFS
37
Founders Financial Securities
Maryland
$13.6M +$636K +13,418 +5%
HI
38
Horizon Investments
North Carolina
$13.3M +$658K +13,975 +5%
HAIM
39
Hunter Associates Investment Management
Pennsylvania
$13.2M +$2.44M +51,577 +23%
HighTower Advisors
40
HighTower Advisors
Illinois
$12.4M +$355K +7,505 +3%
OFG
41
Omega Financial Group
California
$11.6M +$244K +5,144 +2%
OPS
42
Orion Portfolio Solutions
Nebraska
$11.4M -$62.1K -1,312 -0.5%
BCI
43
Brinker Capital Investments
Pennsylvania
$11.4M -$62.1K -1,312 -0.5%
LWA
44
Lineweaver Wealth Advisors
Ohio
$11.4M +$7.46M +157,489 +189%
Creative Planning
45
Creative Planning
Kansas
$11.2M -$968K -20,427 -8%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$11.1M -$586K -12,366 -5%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$11M +$11M +231,426 New
ARA
48
Alexander Randolph Advisory
Virginia
$10.6M -$16.7K -353 -0.2%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$10.3M +$787K +16,622 +8%
WMR
50
Wealth Management Resources
Rhode Island
$9.82M +$1.19M +24,705 +14%
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