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iShares Core 1-5 Year USD Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

0.42% more ownership

Funds ownership: 65.35%65.77% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

2% less capital invested

Capital invested by funds: $2.73B → $2.68B (-$46.7M)

3% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 145

2% less funds holding

Funds holding: 379370 (-9)

13% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 32

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
370
Holders Change
-9
Holders Change %
-2.37%
% of All Funds
5.34%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
28
Increased
141
Reduced
145
Closed
32
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
101
LJI Wealth Management
Indiana
$3.35M -$245K -5,204 -7%
PS
102
Principal Securities
Iowa
$3.35M +$599K +12,697 +22%
GFG
103
Goldstone Financial Group
Illinois
$3.34M +$307K +6,505 +10%
BAAM
104
Baker Avenue Asset Management
California
$3.23M -$118K -2,500 -4%
Natixis Advisors
105
Natixis Advisors
Massachusetts
$3.1M +$901K +19,095 +41%
ST
106
Smithfield Trust
Pennsylvania
$3.06M -$244K -5,184 -7%
PAG
107
Private Advisor Group
New Jersey
$2.97M +$147K +3,120 +5%
ONST
108
Old North State Trust
North Carolina
$2.94M -$4.46M -94,621 -60%
EIA
109
Eldridge Investment Advisors
New Hampshire
$2.92M +$24.2K +514 +0.8%
LPT
110
Legacy Private Trust
Wisconsin
$2.87M +$126K +2,665 +5%
AF
111
Allworth Financial
California
$2.76M -$33.8K -716 -1%
PFS
112
Prospera Financial Services
Texas
$2.76M -$253K -5,364 -8%
SVWAG
113
Sound View Wealth Advisors Group
Georgia
$2.64M -$776K -16,451 -23%
DAS
114
Dynamic Advisor Solutions
Arizona
$2.57M -$1.8M -38,187 -41%
KAS
115
Kestra Advisory Services
Texas
$2.56M -$1.17M -24,853 -31%
SIC
116
Samalin Investment Counsel
New York
$2.52M +$119K +2,517 +5%
WANY
117
Wealthspire Advisors (New York)
New York
$2.46M +$64K +1,357 +3%
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
$2.43M +$97.1K +2,058 +4%
RIM
119
Rockbridge Investment Management
New York
$2.42M +$3.21K +68 +0.1%
SIM
120
Studio Investment Management
Illinois
$2.42M -$34.7K -736 -1%
EH
121
Equitable Holdings
New York
$2.42M +$224K +4,740 +10%
KPWG
122
KFA Private Wealth Group
Virginia
$2.4M +$1.95M +41,293 +440%
IFAM
123
Institutional & Family Asset Management
Colorado
$2.35M -$11.6K -245 -0.5%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$2.3M +$190K +4,037 +9%
MA
125
Mutual Advisors
Nebraska
$2.28M +$1.12M +23,704 +99%

ISTB Hedge Fund Activity: Q2 2024 in Review

370 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q2 2024, worth a combined $2.68B — down 1.7% from $2.73B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of ISTB and 28 opened new positions — a net loss of 4 holders — while 145 trimmed existing stakes and 141 added.

The largest buyer was Prosperity Planning, opening a new position worth an estimated $34.7M. The largest seller was JP Morgan Chase, cutting an estimated $57.1M.

  • 370 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q2 2024, down from 379 in Q1 2024.
  • Funds reported $2.68B of iShares Core 1-5 Year USD Bond ETF stock for Q2 2024, down 1.7% quarter-over-quarter.
  • 28 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q2 2024 and 32 closed out, a net change of -4 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q2 2024 was Prosperity Planning, an estimated $34.7M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q2 2024 was JP Morgan Chase, an estimated $57.1M sold.

Based on aggregated 13F filings for Q2 2024.