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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

379 hedge funds and large institutions have $2.73B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 139 increasing their positions, 143 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.49%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
37
Increased
139
Reduced
143
Closed
33
Calls
$24K
Puts
$95K
Net Calls
-$71K
Net Calls Change
+$57K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$90.3M
2
AA
Acorns Advisers
California
$438M
3
Citadel Advisors
Citadel Advisors
Florida
$25.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$40.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$15.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$30.6M
2
BlackRock
BlackRock
New York
$62.2M
3
PP
Prosperity Planning
Missouri
$33.6M
4
Charles Schwab
Charles Schwab
California
$153M
5
Bank of America
Bank of America
North Carolina
$68.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
151
KMG Fiduciary Partners
Ohio
$1.64M +$6.78K +143 +0.4%
CM
152
Columbus Macro
Pennsylvania
$1.63M +$58.7K +1,237 +4%
JWCA
153
J.W. Cole Advisors
Florida
$1.58M -$38.8K -818 -2%
FTUS
154
Flow Traders U.S.
New York
$1.56M +$1.56M +32,965 New
TFP
155
TrueWealth Financial Partners
Washington
$1.56M +$75.1K +1,584 +5%
HFW
156
Horizon Family Wealth
Illinois
$1.54M +$9.82K +207 +0.6%
DWG
157
Darden Wealth Group
Michigan
$1.5M +$91.6K +1,931 +7%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$1.44M -$371K -7,824 -21%
DWM
159
Dynasty Wealth Management
Florida
$1.41M +$1.41M +29,653 New
CWP
160
Cyndeo Wealth Partners
Florida
$1.38M +$1.38M +29,036 New
EAM
161
Eukles Asset Management
Ohio
$1.37M +$18.9K +398 +1%
BTI
162
Blue Trust Inc
Georgia
$1.36M -$251K -5,300 -16%
FA
163
FC Advisory
Pennsylvania
$1.36M +$22.8K +480 +2%
OC
164
Oarsman Capital
Wisconsin
$1.31M +$1.31M +27,600 New
RK
165
Rather & Kittrell
Tennessee
$1.3M -$98.3K -2,072 -7%
NL
166
NWAM LLC
Washington
$1.25M -$38.3K -813 -3%
SFG
167
Sunburst Financial Group
Alabama
$1.25M -$501K -10,614 -29%
BA
168
Bellwether Advisors
Nebraska
$1.24M -$129K -2,720 -9%
FPB
169
First PREMIER Bank
South Dakota
$1.2M +$36.1K +760 +3%
RJT
170
Raymond James Trust
Florida
$1.2M +$149K +3,132 +14%
Envestnet Portfolio Solutions
171
Envestnet Portfolio Solutions
Illinois
$1.2M -$1.94M -40,950 -62%
HIF
172
Hill Island Financial
Michigan
$1.2M +$107K +2,256 +10%
MA
173
MKT Advisors
California
$1.18M +$387K +8,258 +49%
GRP
174
Global Retirement Partners
California
$1.15M -$21.3K -449 -2%
MA
175
Mutual Advisors
Nebraska
$1.14M -$109K -2,307 -9%
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