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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 %
CWP
76
Corepath Wealth Partners
Arizona
$5.7M +$192K +3,983 +3%
JWM
77
JGP Wealth Management
Oregon
$5.55M +$114K +2,343 +2%
KPWG
78
KFA Private Wealth Group
Virginia
$5.54M +$3.07M +63,130 +125%
FWM
79
Fonville Wealth Management
Virginia
$5.24M +$117K +2,406 +2%
BEAM
80
Baker Ellis Asset Management
Washington
$5.08M +$204K +4,200 +4%
FG
81
Fiduciary Group
Georgia
$4.67M -$1.95M -39,989 -29%
MG
82
Mather Group
Illinois
$4.62M -$389K -7,986 -8%
TCM
83
TD Capital Management
Tennessee
$4.51M -$253K -5,193 -5%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$4.42M +$11.5K +236 +0.3%
LFS
85
Lutz Financial Services
Nebraska
$4.41M +$393K +8,079 +10%
CMBA
86
C.M. Bidwell & Associates
Hawaii
$4.4M +$40.4K +830 +0.9%
FHB
87
First Hawaiian Bank
Hawaii
$4.25M +$40.4K +830 +1%
BWM
88
BCGM Wealth Management
Indiana
$3.97M +$137K +2,818 +4%
EIA
89
Eldridge Investment Advisors
New Hampshire
$3.91M +$920K +18,966 +31%
CFS
90
Cannon Financial Strategists
Georgia
$3.91M -$10.2K -209 -0.3%
Goldman Sachs
91
Goldman Sachs
New York
$3.87M +$255K +5,246 +7%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$3.84M +$170K +3,485 +5%
PS
93
Principal Securities
Iowa
$3.84M +$397K +8,152 +12%
SWP
94
Summit Wealth Partners
Florida
$3.75M -$30.1K -619 -0.8%
PBO
95
Peoples Bank (Ohio)
Ohio
$3.71M -$93.6K -1,922 -2%
Citadel Advisors
96
Citadel Advisors
Florida
$3.62M -$642K -13,194 -15%
Natixis Advisors
97
Natixis Advisors
Massachusetts
$3.62M +$430K +8,841 +14%
LWM
98
LJI Wealth Management
Indiana
$3.38M -$64.7K -1,329 -2%
AF
99
Allworth Financial
California
$3.3M +$481K +9,887 +17%
OIA
100
OneDigital Investment Advisors
Kansas
$3.3M -$162K -3,331 -5%
2 3
4
5 6