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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.

New
Increased
Maintained
Reduced
Closed
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 %
CA
76
Cambridge Associates
Massachusetts
$5.88M +$5.22M +110,000 +784%
SIAM
77
Sterling Investment Advisors (Missouri)
Missouri
$5.74M +$227K +4,788 +4%
AO
78
Advisor OS
Illinois
$5.56M +$3.73M +78,648 +204%
MMA
79
Miracle Mile Advisors
California
$5.33M -$2.46M -51,887 -32%
MAM
80
Meeder Asset Management
Ohio
$5.32M +$282K +5,946 +6%
CWP
81
Corepath Wealth Partners
Arizona
$5.26M -$1.93M -41,141 -27%
MG
82
Mather Group
Illinois
$5.03M +$25.4K +534 +0.5%
JWM
83
JGP Wealth Management
Oregon
$5M +$808K +17,023 +19%
FWM
84
Fonville Wealth Management
Virginia
$4.99M +$237K +4,999 +5%
MA
85
MJP Associates
Connecticut
$4.9M +$3.74M +78,865 +324%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$4.88M -$290K -6,115 -6%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$4.84M +$3.34M +70,364 +222%
VFPW
88
Vantage Financial Partners (Wisconsin)
Wisconsin
$4.79M +$52.4K +1,104 +1%
WN
89
Williams & Novak
California
$4.71M – – –
CA
90
CGN Advisors
Kansas
$4.68M -$11.1M -234,358 -70%
TCM
91
TD Capital Management
Tennessee
$4.67M -$121K -2,544 -3%
RWA
92
Rooted Wealth Advisors
Illinois
$4.58M +$146K +3,094 +3%
PBO
93
Peoples Bank (Ohio)
Ohio
$4.52M +$247K +5,216 +6%
DAS
94
Dynamic Advisor Solutions
Arizona
$4.39M -$2.04M -42,940 -32%
BEAM
95
Baker Ellis Asset Management
Washington
$4.25M +$270K +5,700 +7%
CMBA
96
C.M. Bidwell & Associates
Hawaii
$4.21M +$23.2K +489 +0.6%
FHB
97
First Hawaiian Bank
Hawaii
$4.06M +$23.2K +489 +0.6%
LFS
98
Lutz Financial Services
Nebraska
$3.97M -$730K -15,381 -16%
LWA
99
Lineweaver Wealth Advisors
Ohio
$3.95M +$176K +3,706 +5%
SWP
100
Summit Wealth Partners
Florida
$3.87M +$76.6K +1,614 +2%
2 3
4
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