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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.

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 %
LWM
101
Lakeridge Wealth Management
Ohio
$3.83M +$1.32M +27,799 +53%
CFS
102
Cannon Financial Strategists
Georgia
$3.82M -$109K -2,302 -3%
KAS
103
Kestra Advisory Services
Texas
$3.75M +$99.6K +2,099 +3%
Renaissance Technologies
104
Renaissance Technologies
New York
$3.69M +$3.69M +77,700 New
LWM
105
LJI Wealth Management
Indiana
$3.6M -$40K -843 -1%
BWM
106
BCGM Wealth Management
Indiana
$3.54M -$31.6K -667 -0.9%
Goldman Sachs
107
Goldman Sachs
New York
$3.52M +$759 +16 +0%
SVWAG
108
Sound View Wealth Advisors Group
Georgia
$3.42M -$349K -7,365 -9%
BAAM
109
Baker Avenue Asset Management
California
$3.35M -$631K -13,300 -16%
ST
110
Smithfield Trust
Pennsylvania
$3.31M – – –
Baird Financial Group
111
Baird Financial Group
Wisconsin
$3.29M -$146K -3,086 -4%
FSWA
112
Financial Synergies Wealth Advisors
Texas
$3.1M -$7.75M -163,411 -71%
CAN
113
Cetera Advisor Networks
California
$3.05M -$335K -7,071 -10%
GFG
114
Goldstone Financial Group
Illinois
$3.04M -$13.2K -279 -0.4%
OIA
115
OneDigital Investment Advisors
Kansas
$3.03M +$91.2K +1,922 +3%
PFS
116
Prospera Financial Services
Texas
$3.02M +$124K +2,620 +4%
EIA
117
Eldridge Investment Advisors
New Hampshire
$2.9M +$190K +3,998 +7%
Kovitz Investment Group Partners
118
Kovitz Investment Group Partners
Illinois
$2.88M -$1.71M -36,076 -37%
PAG
119
Private Advisor Group
New Jersey
$2.82M +$63.8K +1,345 +2%
AF
120
Allworth Financial
California
$2.78M +$1.42K +30 +0.1%
PS
121
Principal Securities
Iowa
$2.75M +$846K +17,837 +44%
LPT
122
Legacy Private Trust
Wisconsin
$2.75M – – –
CPSC
123
Carl P. Sherr & Co
Massachusetts
$2.66M -$237K -5,006 -8%
SIM
124
Studio Investment Management
Illinois
$2.46M -$70.2K -1,480 -3%
RIM
125
Rockbridge Investment Management
New York
$2.42M +$105K +2,206 +5%
3 4
5
6 7