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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 %
RWA
76
Rooted Wealth Advisors
Illinois
$5.58M +$941K +19,726 +20%
CWP
77
Corepath Wealth Partners
Arizona
$5.43M +$111K +2,342 +2%
MA
78
MJP Associates
Connecticut
$5.39M +$496K +10,481 +10%
JWM
79
JGP Wealth Management
Oregon
$5.29M +$291K +6,147 +6%
Renaissance Technologies
80
Renaissance Technologies
New York
$5.24M +$1.56M +32,900 +42%
MMA
81
Miracle Mile Advisors
California
$5.17M -$153K -3,225 -3%
FWM
82
Fonville Wealth Management
Virginia
$4.99M +$379 +8 +0%
VFPW
83
Vantage Financial Partners (Wisconsin)
Wisconsin
$4.95M +$164K +3,462 +3%
MG
84
Mather Group
Illinois
$4.88M -$139K -2,930 -3%
BEAM
85
Baker Ellis Asset Management
Washington
$4.75M +$500K +10,550 +12%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$4.69M -$149K -3,153 -3%
TCM
87
TD Capital Management
Tennessee
$4.64M -$21.7K -458 -0.5%
LWM
88
Lakeridge Wealth Management
Ohio
$4.47M +$647K +13,663 +17%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$4.29M -$580K -12,250 -12%
CMBA
90
C.M. Bidwell & Associates
Hawaii
$4.25M +$38.1K +805 +0.9%
Citadel Advisors
91
Citadel Advisors
Florida
$4.15M -$21.6M -456,343 -84%
FHB
92
First Hawaiian Bank
Hawaii
$4.1M +$38.1K +805 +0.9%
LFS
93
Lutz Financial Services
Nebraska
$3.9M -$56.3K -1,188 -1%
CFS
94
Cannon Financial Strategists
Georgia
$3.81M – – –
BWM
95
BCGM Wealth Management
Indiana
$3.73M +$198K +4,172 +6%
PBO
96
Peoples Bank (Ohio)
Ohio
$3.7M -$810K -17,109 -18%
SWP
97
Summit Wealth Partners
Florida
$3.68M -$182K -3,835 -5%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$3.57M -$6.31M -133,288 -64%
Goldman Sachs
99
Goldman Sachs
New York
$3.51M -$758 -16 -0%
OIA
100
OneDigital Investment Advisors
Kansas
$3.36M +$337K +7,109 +11%
2 3
4
5 6