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 %
TFP
126
TrueWealth Financial Partners
Washington
$2.06M +$41.4K +851 +2%
CHC
127
City Holding Co
West Virginia
$2.03M -$56.6K -1,163 -3%
COCM
128
Charter Oak Capital Management
New Hampshire
$2.03M +$27.4K +562 +1%
SHIM
129
Stone House Investment Management
Pennsylvania
$1.91M +$58.4K +1,199 +3%
Betterment LLC
130
Betterment LLC
New York
$1.91M +$25.5K +524 +1%
RWPA
131
Richard W. Paul & Associates
Michigan
$1.86M +$60.3K +1,239 +3%
CM
132
Columbus Macro
Pennsylvania
$1.72M +$49.9K +1,029 +3%
KFP
133
KMG Fiduciary Partners
Ohio
$1.69M +$1.61K +33 +0.1%
HWA
134
HHM Wealth Advisors
Tennessee
$1.66M -$69.5K -1,427 -4%
EFS
135
Essex Financial Services
Connecticut
$1.65M -$18.8K -390 -1%
HFW
136
Horizon Family Wealth
Illinois
$1.63M +$33.1K +680 +2%
IIC
137
Ironwood Investment Counsel
Arizona
$1.58M -$169K -3,478 -10%
Cerity Partners
138
Cerity Partners
New York
$1.57M -$26.3M -540,439 -94%
JWCA
139
J.W. Cole Advisors
Florida
$1.54M -$15.4K -316 -1%
EAM
140
Eukles Asset Management
Ohio
$1.54M +$130K +2,666 +9%
Jane Street
141
Jane Street
New York
$1.52M -$14.1M -290,235 -90%
FA
142
FC Advisory
Pennsylvania
$1.51M +$108K +2,213 +8%
HI
143
Harbour Investments
Wisconsin
$1.5M -$95.4K -1,960 -6%
Baird Financial Group
144
Baird Financial Group
Wisconsin
$1.49M +$27.3K +561 +2%
RK
145
Rather & Kittrell
Tennessee
$1.48M +$141K +2,899 +11%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$1.46M +$6.62K +136 +0.5%
VFPW
147
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.46M -$3.63M -74,574 -71%
OC
148
Oarsman Capital
Wisconsin
$1.44M +$150K +3,082 +12%
MA
149
MKT Advisors
California
$1.42M +$177K +3,642 +14%
Stifel Financial
150
Stifel Financial
Missouri
$1.42M +$265K +5,435 +23%
4 5
6
7 8