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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

379 hedge funds and large institutions have $2.73B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 139 increasing their positions, 143 reducing their positions, and 33 closing their positions.

Holders
379
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.5%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
37
Increased
139
Reduced
143
Closed
33
Calls
$24K
Puts
$95K
Net Calls
-$71K
Net Calls Change
+$57K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$90.3M
2
AA
2
Acorns Advisers
California
$438M
3
Citadel Advisors
3
Citadel Advisors
Florida
$25.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$40.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$15.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.6M
2
BlackRock
2
BlackRock
New York
$62.2M
3
PP
3
Prosperity Planning
Missouri
$33.6M
4
Charles Schwab
4
Charles Schwab
California
$153M
5
Bank of America
5
Bank of America
North Carolina
$68.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
51
Dorval Corp
Minnesota
$8.9M +$170K +3,601 +2%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$8.89M +$169K +3,566 +2%
MCWS
53
McKinley Carter Wealth Services
West Virginia
$8.89M +$460K +9,699 +5%
WMR
54
Wealth Management Resources
Rhode Island
$8.46M +$482K +10,156 +6%
AFG
55
Arkansas Financial Group
Arkansas
$8.37M -$31.7K -668 -0.4%
CWM
56
Cranbrook Wealth Management
Michigan
$8.3M +$191K +4,027 +2%
PWP
57
PrairieView Wealth Partners
Illinois
$8.12M +$410K +8,638 +5%
BMMM
58
Boston Mountain Money Management
Arkansas
$8.02M +$8.02M +169,024 New
FIA
59
FPC Investment Advisory
California
$7.96M +$7.96M +169,592 New
AWC
60
Abundance Wealth Counselors
Pennsylvania
$7.93M +$552K +11,628 +7%
FG
61
Fiduciary Group
Georgia
$7.8M +$97.5K +2,056 +1%
IF
62
IRON Financial
Illinois
$7.79M -$46.4K -979 -0.6%
BFA
63
Bluestem Financial Advisors
Illinois
$7.7M -$80.6K -1,698 -1%
ONST
64
Old North State Trust
North Carolina
$7.43M +$7.43M +156,667 New
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$7.38M -$367K -7,731 -5%
MFC
66
Morris Financial Concepts
South Carolina
$7M +$64.7K +1,363 +0.9%
Corient Private Wealth
67
Corient Private Wealth
Florida
$6.9M -$56.6K -1,193 -0.8%
BC
68
Brio Consultants
California
$6.77M -$471K -9,923 -7%
MML Investors Services
69
MML Investors Services
Massachusetts
$6.71M +$535K +11,286 +9%
BFA
70
Buttonwood Financial Advisors
Maryland
$6.6M +$374K +7,880 +6%
MCA
71
Maryland Capital Advisors
Maryland
$6.58M -$1.26M -26,648 -16%
SPIA
72
Steward Partners Investment Advisory
New York
$6.48M -$649K -13,682 -9%
PFT
73
Providence First Trust
Arizona
$6.26M -$23.7K -500 -0.4%
WFAG
74
Wescott Financial Advisory Group
Pennsylvania
$6.04M +$1M +21,084 +20%
HPM
75
Hoxton Planning & Management
West Virginia
$5.94M +$417K +8,797 +8%
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