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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 %
HIF
151
Hill Island Financial
Michigan
$1.41M -$6.28K -129 -0.4%
OC
152
Oppenheimer & Co
New York
$1.4M +$182K +3,747 +15%
CA
153
Cambridge Associates
Massachusetts
$1.37M -$923K -18,967 -40%
ACA
154
Aptus Capital Advisors
Alabama
$1.36M +$1.36M +27,846 New
SFG
155
Sunburst Financial Group
Alabama
$1.36M -$27K -555 -2%
DWG
156
Darden Wealth Group
Michigan
$1.35M +$7.59K +156 +0.6%
FPB
157
First PREMIER Bank
South Dakota
$1.34M +$53.6K +1,102 +4%
NL
158
NWAM LLC
Washington
$1.33M +$1.33M +27,357 New
BA
159
Bellwether Advisors
Nebraska
$1.3M +$15.5K +318 +1%
LGG
160
Luts & Greenleigh Group
Maryland
$1.26M +$14.2K +291 +1%
Focus Partners Wealth
161
Focus Partners Wealth
Massachusetts
$1.24M -$17.2M -215,862 -93%
NA
162
NewEdge Advisors
Louisiana
$1.22M -$182K -3,730 -13%
BTI
163
Blue Trust Inc
Georgia
$1.22M -$138K -2,916 -10%
PSCM
164
Per Stirling Capital Management
Texas
$1.2M +$122K +2,500 +11%
SF
165
Summit Financial
New Jersey
$1.1M -$637K -13,084 -37%
MA
166
Mutual Advisors
Nebraska
$1.1M -$1.2M -24,920 -52%
VC
167
Vicus Capital
Pennsylvania
$1.06M -$79.7K -1,638 -7%
GRP
168
Global Retirement Partners
California
$1.05M -$24.3K -500 -2%
ASN
169
Advisory Services Network
Georgia
$1.05M – – –
SSWM
170
Sheets Smith Wealth Management
North Carolina
$1.03M +$80.6K +1,655 +8%
DFG
171
Delta Financial Group
New Jersey
$1.02M -$67.3K -1,383 -6%
MMA
172
Miracle Mile Advisors
California
$1.02M -$4.3M -88,352 -81%
WWM
173
Western Wealth Management
Colorado
$983K -$74.9K -1,539 -7%
HL
174
HeadInvest LLC
Maine
$979K – – –
KPWS
175
Kestra Private Wealth Services
Texas
$975K +$22.4K +461 +2%
5 6
7
8 9