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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.

New
Increased
Maintained
Reduced
Closed
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 %
LWM
101
LJI Wealth Management
Indiana
$3.35M -$247K -5,204 -7%
PS
102
Principal Securities
Iowa
$3.35M +$601K +12,697 +22%
GFG
103
Goldstone Financial Group
Illinois
$3.34M +$308K +6,505 +10%
BAAM
104
Baker Avenue Asset Management
California
$3.23M -$118K -2,500 -4%
Natixis Advisors
105
Natixis Advisors
Massachusetts
$3.1M +$905K +19,095 +41%
ST
106
Smithfield Trust
Pennsylvania
$3.06M -$245K -5,184 -7%
PAG
107
Private Advisor Group
New Jersey
$2.97M +$148K +3,120 +5%
ONST
108
Old North State Trust
North Carolina
$2.94M -$4.48M -94,621 -60%
EIA
109
Eldridge Investment Advisors
New Hampshire
$2.92M +$24.3K +514 +0.8%
LPT
110
Legacy Private Trust
Wisconsin
$2.87M +$126K +2,665 +5%
AF
111
Allworth Financial
California
$2.76M -$34.1K -716 -1%
PFS
112
Prospera Financial Services
Texas
$2.76M -$254K -5,364 -8%
SVWAG
113
Sound View Wealth Advisors Group
Georgia
$2.64M -$779K -16,451 -23%
DAS
114
Dynamic Advisor Solutions
Arizona
$2.57M -$1.81M -38,187 -41%
KAS
115
Kestra Advisory Services
Texas
$2.56M -$1.18M -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 +$64.3K +1,357 +3%
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
$2.43M +$97.5K +2,058 +4%
RIM
119
Rockbridge Investment Management
New York
$2.42M +$3.22K +68 +0.1%
SIM
120
Studio Investment Management
Illinois
$2.42M -$34.9K -736 -1%
EH
121
Equitable Holdings
New York
$2.42M +$225K +4,740 +10%
KPWG
122
KFA Private Wealth Group
Virginia
$2.4M +$1.96M +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 +$191K +4,037 +9%
MA
125
Mutual Advisors
Nebraska
$2.28M +$1.13M +23,704 +99%
3 4
5
6 7