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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.

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 %
KOC
26
Koss-Olinger Consulting
Florida
$22.9M +$164K +3,370 +0.7%
Ameriprise
27
Ameriprise
Minnesota
$21.6M +$3.1M +63,761 +17%
FIA
28
FPC Investment Advisory
California
$21.2M +$12.8M +266,509 +153%
JFGIW
29
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.4M +$795K +16,336 +4%
PAI
30
Pittenger & Anderson Inc
Nebraska
$19.1M +$1.68M +34,449 +10%
RJA
31
Raymond James & Associates
Florida
$17.5M -$39.4M -808,354 -69%
BPA
32
Beacon Pointe Advisors
California
$16.8M +$1.09M +22,490 +7%
OWA
33
Opal Wealth Advisors
New York
$16.4M +$1.71M +35,191 +12%
CIP
34
Capital Insight Partners
Arizona
$15M +$169K +3,481 +1%
HAIM
35
Hunter Associates Investment Management
Pennsylvania
$14.7M +$1.12M +22,967 +8%
PFM
36
Phillips Financial Management
Indiana
$13.8M -$1.16M -23,846 -8%
HighTower Advisors
37
HighTower Advisors
Illinois
$13.4M +$580K +11,917 +5%
DC
38
Dorval Corp
Minnesota
$12.9M +$3.45M +71,387 +37%
AA
39
Argent Advisors
Louisiana
$12.6M +$10.9M +223,616 +621%
LWA
40
Lineweaver Wealth Advisors
Ohio
$12.6M +$904K +18,561 +8%
AWC
41
Abundance Wealth Counselors
Pennsylvania
$11.8M +$3.47M +71,368 +42%
Renaissance Technologies
42
Renaissance Technologies
New York
$11.8M +$6.37M +130,861 +118%
OFG
43
Omega Financial Group
California
$11.7M -$233K -4,784 -2%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$11.3M +$685K +14,071 +6%
OPS
45
Orion Portfolio Solutions
Nebraska
$11.3M -$443K -9,109 -4%
BCI
46
Brinker Capital Investments
Pennsylvania
$11.3M -$443K -9,109 -4%
Creative Planning
47
Creative Planning
Kansas
$11.2M -$323K -6,633 -3%
ARA
48
Alexander Randolph Advisory
Virginia
$10.7M -$166K -3,420 -2%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$10.3M -$1.1M -22,535 -10%
WMR
50
Wealth Management Resources
Rhode Island
$10M +$140K +2,886 +1%
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