ISTB icon

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 %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$9.87M +$429K +8,805 +5%
MCWS
52
McKinley Carter Wealth Services
West Virginia
$9.74M +$355K +7,287 +4%
Osaic Holdings
53
Osaic Holdings
Arizona
$8.97M +$495K +10,165 +6%
IF
54
IRON Financial
Illinois
$8.91M +$610K +12,525 +7%
CWM
55
Cranbrook Wealth Management
Michigan
$8.41M -$234K -4,812 -3%
MFC
56
Morris Financial Concepts
South Carolina
$8.17M +$10.6K +218 +0.1%
BMMM
57
Boston Mountain Money Management
Arkansas
$8.12M +$451K +9,272 +6%
BWM
58
Boyd Wealth Management
California
$7.84M +$7.84M +161,080 New
AFG
59
Arkansas Financial Group
Arkansas
$7.84M -$672K -13,809 -8%
VFA
60
Values First Advisors
Tennessee
$7.61M +$7.61M +156,350 New
CA
61
CGN Advisors
Kansas
$7.47M +$1.32M +27,178 +22%
WFAG
62
Wescott Financial Advisory Group
Pennsylvania
$7.39M +$512K +10,526 +7%
BFA
63
Buttonwood Financial Advisors
Maryland
$7.32M +$630K +12,943 +9%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$7.06M -$720K -14,799 -9%
AO
65
Advisor OS
Illinois
$6.71M +$464K +9,538 +7%
BC
66
Brio Consultants
California
$6.66M -$166K -3,402 -2%
HPM
67
Hoxton Planning & Management
West Virginia
$6.51M +$245K +5,028 +4%
PFT
68
Providence First Trust
Arizona
$6.39M -$19.5K -400 -0.3%
SIAM
69
Sterling Investment Advisors (Missouri)
Missouri
$6.19M +$328K +6,733 +6%
BFA
70
Bluestem Financial Advisors
Illinois
$6.06M -$858K -17,625 -12%
MA
71
MJP Associates
Connecticut
$6.02M +$488K +10,025 +9%
MML Investors Services
72
MML Investors Services
Massachusetts
$5.99M -$1.19M -24,428 -17%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$5.8M +$983K +20,191 +20%
SPIA
74
Steward Partners Investment Advisory
New York
$5.74M -$145K -2,978 -2%
LWM
75
Lakeridge Wealth Management
Ohio
$5.71M +$1.12M +22,988 +24%
1 2
3
4 5