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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
Prosperity Planning
Missouri
$34.9M
2
AA
Acorns Advisers
California
$462M
3
BlackRock
BlackRock
New York
$84.5M
4
KOC
Koss-Olinger Consulting
Florida
$22.1M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$11M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$32.8M
2
Citadel Advisors
Citadel Advisors
Florida
$4.15M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$806K
4
Jane Street
Jane Street
New York
$15.2M
5
Wells Fargo
Wells Fargo
California
$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
126
Valmark Advisers
Ohio
$2.26M -$8.81K -186 -0.4%
WDG
127
Wealth Dimensions Group
Ohio
$2.24M -$71.7K -1,513 -3%
CA
128
Cambridge Associates
Massachusetts
$2.23M -$3.65M -77,000 -62%
IAG
129
Investment Advisory Group
Massachusetts
$2.2M +$2.84K +60 +0.1%
GFS
130
GYL Financial Synergies
Connecticut
$2.13M +$15.6K +330 +0.7%
FPAS
131
Focus Partners Advisor Solutions
Missouri
$2.08M +$2.23K +47 +0.1%
JGCM
132
Joseph Group Capital Management
Ohio
$2.05M -$4.22K -89 -0.2%
CHC
133
City Holding Co
West Virginia
$2.03M -$74.2K -1,567 -4%
PP
134
PDS Planning
Ohio
$2.03M -$128K -2,709 -6%
TFP
135
TrueWealth Financial Partners
Washington
$1.96M +$399K +8,423 +26%
COCM
136
Charter Oak Capital Management
New Hampshire
$1.95M -$208K -4,392 -10%
Betterment LLC
137
Betterment LLC
New York
$1.83M +$27.3K +577 +2%
SHIM
138
Stone House Investment Management
Pennsylvania
$1.8M +$64.7K +1,366 +4%
RWPA
139
Richard W. Paul & Associates
Michigan
$1.75M +$85.6K +1,808 +5%
AA
140
Argent Advisors
Louisiana
$1.71M -$58K -1,225 -3%
IIC
141
Ironwood Investment Counsel
Arizona
$1.71M -$173K -3,662 -9%
SF
142
Summit Financial
New Jersey
$1.69M +$1.69M +35,677 New
HWA
143
HHM Wealth Advisors
Tennessee
$1.68M -$120K -2,527 -7%
EFS
144
Essex Financial Services
Connecticut
$1.67M +$912K +19,005 +121%
KFP
145
KMG Fiduciary Partners
Ohio
$1.64M +$900 +19 +0.1%
CM
146
Columbus Macro
Pennsylvania
$1.63M +$3.08K +65 +0.2%
HI
147
Harbour Investments
Wisconsin
$1.55M -$112K -2,365 -7%
HFW
148
Horizon Family Wealth
Illinois
$1.55M +$14.5K +307 +0.9%
JWCA
149
J.W. Cole Advisors
Florida
$1.51M -$63.9K -1,349 -4%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$1.43M -$1.86M -39,169 -57%
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