ISTB icon

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.

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 %
OIA
101
OneDigital Investment Advisors
Kansas
$3.31M +$75.6K +1,582 +2%
AF
102
Allworth Financial
California
$3.22M -$21.6K -451 -0.7%
BAAM
103
Baker Avenue Asset Management
California
$3.12M -$48 -1 -0%
EH
104
Equitable Holdings
New York
$2.97M +$388K +8,121 +15%
SI
105
Seeds Investor
New York
$2.9M +$510K +10,682 +21%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$2.89M +$865K +18,117 +43%
GFG
107
Goldstone Financial Group
Illinois
$2.82M +$139K +2,916 +5%
MFA
108
McClarren Financial Advisors
Pennsylvania
$2.79M +$2M +41,934 +255%
PAG
109
Private Advisor Group
New Jersey
$2.73M -$347K -7,255 -11%
SIC
110
Samalin Investment Counsel
New York
$2.69M +$86.5K +1,811 +3%
SVWAG
111
Sound View Wealth Advisors Group
Georgia
$2.6M -$159K -3,322 -6%
ST
112
Smithfield Trust
Pennsylvania
$2.6M – – –
KeyBank National Association
113
KeyBank National Association
Ohio
$2.56M +$2.56M +53,668 New
KAS
114
Kestra Advisory Services
Texas
$2.54M -$4.16K -87 -0.2%
JGCM
115
Joseph Group Capital Management
Ohio
$2.4M +$348K +7,278 +17%
IAG
116
Investment Advisory Group
Massachusetts
$2.35M +$94.3K +1,974 +4%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$2.3M -$8.46K -177 -0.4%
TPW
118
Turn8 Private Wealth
$2.28M +$2.28M +47,795 New
PFS
119
Prospera Financial Services
Texas
$2.27M -$751K -15,728 -25%
WDG
120
Wealth Dimensions Group
Ohio
$2.27M +$23.6K +494 +1%
VA
121
Valmark Advisers
Ohio
$2.23M -$8.55K -179 -0.4%
LWM
122
LJI Wealth Management
Indiana
$2.2M -$1.11M -23,278 -34%
SIM
123
Studio Investment Management
Illinois
$2.17M -$36.2K -757 -2%
FPAS
124
Focus Partners Advisor Solutions
Missouri
$2.12M +$23.6K +494 +1%
PP
125
PDS Planning
Ohio
$2.08M +$9.36K +196 +0.5%
3 4
5
6 7