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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 %
Osaic Holdings
51
Osaic Holdings
Arizona
$9.86M +$1.06M +22,145 +12%
ARA
52
Alexander Randolph Advisory
Virginia
$9.8M -$722K -15,124 -7%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$9.73M +$57.1K +1,195 +0.6%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$9.49M +$9.49M +198,686 New
LWM
55
Lakeridge Wealth Management
Ohio
$9.22M +$3.62M +75,684 +65%
CA
56
CGN Advisors
Kansas
$8.64M +$1.31M +27,520 +18%
WFAG
57
Wescott Financial Advisory Group
Pennsylvania
$8.24M +$983K +20,579 +14%
MFC
58
Morris Financial Concepts
South Carolina
$8.07M +$55.2K +1,156 +0.7%
CWM
59
Cranbrook Wealth Management
Michigan
$7.96M -$298K -6,245 -4%
FAI
60
Fiduciary Advisors Inc
Missouri
$7.91M +$7.91M +165,641 New
HighTower Advisors
61
HighTower Advisors
Illinois
$7.88M -$5.24M -109,687 -40%
BFA
62
Buttonwood Financial Advisors
Maryland
$7.79M +$601K +12,590 +8%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$7.41M +$484K +10,129 +7%
AFG
64
Arkansas Financial Group
Arkansas
$7.23M -$468K -9,800 -6%
AO
65
Advisor OS
Illinois
$6.88M +$302K +6,315 +5%
KPWG
66
KFA Private Wealth Group
Virginia
$6.53M +$1.09M +22,838 +20%
CA
67
Clune & Associates
Illinois
$6.48M +$6.48M +135,677 New
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$6.44M +$752K +15,733 +13%
BC
69
Brio Consultants
California
$6.34M -$196K -4,097 -3%
PFT
70
Providence First Trust
Arizona
$6.28M – – –
SIAM
71
Sterling Investment Advisors (Missouri)
Missouri
$6.23M +$155K +3,246 +3%
FWM
72
Fonville Wealth Management
Virginia
$6.19M +$1.04M +21,796 +20%
VFA
73
Values First Advisors
Tennessee
$6.18M -$1.29M -27,076 -17%
MML Investors Services
74
MML Investors Services
Massachusetts
$6.12M +$247K +5,162 +4%
MA
75
MJP Associates
Connecticut
$6.12M +$207K +4,339 +4%
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