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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.

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 %
DC
51
Dorval Corp
Minnesota
$9.23M +$343K +7,248 +4%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$9.19M +$302K +6,372 +3%
MCWS
53
McKinley Carter Wealth Services
West Virginia
$9.13M +$258K +5,443 +3%
CWM
54
Cranbrook Wealth Management
Michigan
$8.41M +$124K +2,628 +2%
FIA
55
FPC Investment Advisory
California
$8.33M +$231K +4,828 +3%
AFG
56
Arkansas Financial Group
Arkansas
$8.28M -$78.5K -1,658 -0.9%
Osaic Holdings
57
Osaic Holdings
Arizona
$8.24M -$4.48M -94,651 -35%
AWC
58
Abundance Wealth Counselors
Pennsylvania
$8.14M +$229K +4,831 +3%
IF
59
IRON Financial
Illinois
$8.08M +$296K +6,247 +4%
MFC
60
Morris Financial Concepts
South Carolina
$7.94M +$942K +19,879 +13%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$7.57M +$202K +4,272 +3%
BMMM
62
Boston Mountain Money Management
Arkansas
$7.46M -$548K -11,572 -7%
MML Investors Services
63
MML Investors Services
Massachusetts
$6.99M +$282K +5,954 +4%
BFA
64
Bluestem Financial Advisors
Illinois
$6.73M -$965K -20,371 -13%
WFAG
65
Wescott Financial Advisory Group
Pennsylvania
$6.69M +$658K +13,891 +11%
BC
66
Brio Consultants
California
$6.64M -$115K -2,423 -2%
BFA
67
Buttonwood Financial Advisors
Maryland
$6.51M -$78.7K -1,661 -1%
Corient Private Wealth
68
Corient Private Wealth
Florida
$6.46M -$443K -9,324 -6%
FG
69
Fiduciary Group
Georgia
$6.44M -$1.35M -28,476 -17%
PFT
70
Providence First Trust
Arizona
$6.24M -$4.74K -100 -0.1%
HPM
71
Hoxton Planning & Management
West Virginia
$6.09M +$161K +3,392 +3%
AO
72
Advisor OS
Illinois
$6.07M +$519K +10,956 +9%
CA
73
CGN Advisors
Kansas
$5.98M +$1.31M +27,580 +28%
SPIA
74
Steward Partners Investment Advisory
New York
$5.72M -$748K -15,792 -12%
SIAM
75
Sterling Investment Advisors (Missouri)
Missouri
$5.71M -$24.1K -508 -0.4%
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3
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