ISTB icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
Corient Private Wealth
101
Corient Private Wealth
Florida
$3.24M -$3.39M -69,573 -51%
BAAM
102
Baker Avenue Asset Management
California
$3.18M -$141K -2,906 -4%
PAG
103
Private Advisor Group
New Jersey
$3.14M +$90.3K +1,854 +3%
PFS
104
Prospera Financial Services
Texas
$3.08M +$249K +5,106 +9%
D
105
Dentgroup
Louisiana
$3.06M +$1.8M +36,927 +143%
SVWAG
106
Sound View Wealth Advisors Group
Georgia
$2.81M +$103K +2,121 +4%
LPT
107
Legacy Private Trust
Wisconsin
$2.81M -$142K -2,908 -5%
GFG
108
Goldstone Financial Group
Illinois
$2.73M -$706K -14,511 -21%
RWA
109
Rooted Wealth Advisors
Illinois
$2.68M -$2.95M -61,210 -52%
SIC
110
Samalin Investment Counsel
New York
$2.65M +$66.9K +1,374 +3%
ST
111
Smithfield Trust
Pennsylvania
$2.64M -$501K -10,289 -16%
EH
112
Equitable Holdings
New York
$2.63M +$144K +2,956 +6%
KAS
113
Kestra Advisory Services
Texas
$2.59M -$43.7K -898 -2%
SI
114
Seeds Investor
New York
$2.44M +$1.11M +22,858 +84%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$2.35M -$10.4K -215 -0.4%
IAG
116
Investment Advisory Group
Massachusetts
$2.3M +$39.9K +819 +2%
WDG
117
Wealth Dimensions Group
Ohio
$2.29M -$7.11K -146 -0.3%
VA
118
Valmark Advisers
Ohio
$2.28M -$36.5K -749 -2%
SIM
119
Studio Investment Management
Illinois
$2.25M -$235K -4,837 -9%
RIM
120
Rockbridge Investment Management
New York
$2.16M -$331K -6,791 -13%
FPAS
121
Focus Partners Advisor Solutions
Missouri
$2.14M +$2.29K +47 +0.1%
WANY
122
Wealthspire Advisors (New York)
New York
$2.12M -$403K -8,282 -16%
PP
123
PDS Planning
Ohio
$2.11M +$20.8K +428 +1%
JGCM
124
Joseph Group Capital Management
Ohio
$2.1M -$15.1K -310 -0.7%
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$2.07M -$431K -8,854 -17%
3 4
5
6 7