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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.

New
Increased
Maintained
Reduced
Closed
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 %
JWM
76
JGP Wealth Management
Oregon
$5.76M +$317K +6,630 +6%
CWP
77
Corepath Wealth Partners
Arizona
$5.74M +$109K +2,286 +2%
SPIA
78
Steward Partners Investment Advisory
New York
$5.59M -$34.9K -730 -0.6%
SFP
79
Strategic Financial Partners
Oregon
$5.45M +$5.08M +106,279 +1,348%
BFA
80
Bluestem Financial Advisors
Illinois
$5.35M -$597K -12,489 -10%
BEAM
81
Baker Ellis Asset Management
Washington
$5.14M +$148K +3,103 +3%
EIA
82
Eldridge Investment Advisors
New Hampshire
$4.59M +$740K +15,495 +19%
CMBA
83
C.M. Bidwell & Associates
Hawaii
$4.59M +$264K +5,518 +6%
PS
84
Principal Securities
Iowa
$4.54M +$774K +16,211 +21%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$4.52M +$177K +3,701 +4%
MG
86
Mather Group
Illinois
$4.46M -$75.4K -1,578 -2%
LFS
87
Lutz Financial Services
Nebraska
$4.33M +$10K +210 +0.2%
FHB
88
First Hawaiian Bank
Hawaii
$4.23M +$55.2K +1,155 +1%
FG
89
Fiduciary Group
Georgia
$4.11M -$476K -9,955 -10%
BWM
90
BCGM Wealth Management
Indiana
$4.01M +$108K +2,265 +3%
CFS
91
Cannon Financial Strategists
Georgia
$4M +$162K +3,385 +4%
Natixis Advisors
92
Natixis Advisors
Massachusetts
$3.99M +$440K +9,209 +12%
TCM
93
TD Capital Management
Tennessee
$3.94M -$483K -10,117 -11%
Goldman Sachs
94
Goldman Sachs
New York
$3.93M +$132K +2,764 +3%
PBO
95
Peoples Bank (Ohio)
Ohio
$3.72M +$78.9K +1,651 +2%
SWP
96
Summit Wealth Partners
Florida
$3.67M -$8.22K -172 -0.2%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$3.62M -$152K -3,182 -4%
LPT
98
Legacy Private Trust
Wisconsin
$3.59M +$835K +17,476 +30%
D
99
Dentgroup
Louisiana
$3.58M +$577K +12,087 +19%
RWA
100
Rooted Wealth Advisors
Illinois
$3.42M +$762K +15,972 +29%
2 3
4
5 6