ISTB icon

iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

380 hedge funds and large institutions have $2.86B 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, 165 increasing their positions, 116 reducing their positions, and 23 closing their positions.

Holders
380
Holders Change
+22
Holders Change %
+6.15%
% of All Funds
5.06%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.44%
New
53
Increased
165
Reduced
116
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$151M
2
AA
2
Acorns Advisers
California
$512M
3
Morgan Stanley
3
Morgan Stanley
New York
$48.2M
4
TPI
4
Trust Point Inc
Wisconsin
$163M
5
ST
5
Spinnaker Trust
Maine
$71.9M

Top Sellers

1
PP
1
Prosperity Planning
Missouri
$37.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$29M
3
Bank of America
3
Bank of America
North Carolina
$36.6M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$7.88M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$23.4M -$610K -12,769 -3%
KOC
27
Koss-Olinger Consulting
Florida
$23.2M +$798K +16,696 +4%
FIA
28
FPC Investment Advisory
California
$22M +$863K +17,975 +4%
PAI
29
Pittenger & Anderson Inc
Nebraska
$20.4M +$1.62M +33,997 +9%
BPA
30
Beacon Pointe Advisors
California
$16.4M -$91K -1,905 -0.6%
OWA
31
Opal Wealth Advisors
New York
$16.3M +$204K +4,271 +1%
HAIM
32
Hunter Associates Investment Management
Pennsylvania
$16.2M +$1.83M +38,288 +13%
JFGIW
33
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16M -$3.17M -66,098 -17%
CIP
34
Capital Insight Partners
Arizona
$15.2M +$454K +9,501 +3%
WMR
35
Wealth Management Resources
Rhode Island
$14.2M +$4.32M +90,506 +44%
DC
36
Dorval Corp
Minnesota
$13.3M +$521K +10,904 +4%
AA
37
Argent Advisors
Louisiana
$13.2M +$772K +16,163 +6%
OFG
38
Omega Financial Group
California
$12.5M +$989K +20,710 +9%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$11.7M +$574K +11,986 +5%
BWM
40
Boyd Wealth Management
California
$11.7M +$3.97M +83,031 +52%
AWC
41
Abundance Wealth Counselors
Pennsylvania
$11.6M +$14.8K +309 +0.1%
Renaissance Technologies
42
Renaissance Technologies
New York
$10.7M -$786K -16,449 -7%
Creative Planning
43
Creative Planning
Kansas
$10.6M -$378K -7,918 -3%
IF
44
IRON Financial
Illinois
$10.3M +$1.6M +33,589 +18%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$10.2M +$94.5K +1,978 +0.9%
MCWS
46
McKinley Carter Wealth Services
West Virginia
$10.2M +$610K +12,775 +6%
PFM
47
Phillips Financial Management
Indiana
$10.1M -$3.46M -72,353 -26%
LWA
48
Lineweaver Wealth Advisors
Ohio
$9.88M -$2.52M -52,644 -20%
OPS
49
Orion Portfolio Solutions
Nebraska
$9.86M -$1.22M -25,554 -11%
BCI
50
Brinker Capital Investments
Pennsylvania
$9.86M -$1.22M -25,554 -11%
1
2
3 4 5