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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 %
DFG
176
Delta Financial Group
New Jersey
$1.13M -$142K -2,990 -11%
BFG
177
Berger Financial Group
Minnesota
$1.11M +$1.11M +23,358 New
NA
178
NewEdge Advisors
Louisiana
$1.08M -$507K -10,695 -32%
VC
179
Vicus Capital
Pennsylvania
$1.07M -$71.1K -1,498 -6%
PSCM
180
Per Stirling Capital Management
Texas
$1.05M – – –
WWM
181
Western Wealth Management
Colorado
$1.04M -$16.1K -339 -2%
ASN
182
Advisory Services Network
Georgia
$1.02M +$143K +3,015 +16%
HL
183
HeadInvest LLC
Maine
$954K – – –
CT
184
Colonial Trust
South Carolina
$935K -$28.6K -602 -3%
KPWS
185
Kestra Private Wealth Services
Texas
$929K -$257K -5,419 -22%
SA
186
Sunesis Advisors
Kansas
$921K +$33.7K +711 +4%
MWM
187
Maltin Wealth Management
New Jersey
$912K +$14.9K +314 +2%
LFAS
188
Level Four Advisory Services
Texas
$871K – – –
SRA
189
Secured Retirement Advisors
Minnesota
$868K -$97.9K -2,064 -10%
Comerica Bank
190
Comerica Bank
Texas
$827K -$468K -9,855 -36%
JFL
191
Jarislowsky, Fraser Ltd
Quebec, Canada
$826K -$577K – –
William Blair & Company
192
William Blair & Company
Illinois
$797K -$17.2K -363 -2%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$797K +$51.5K +1,085 +7%
PAS
194
Park Avenue Securities
New York
$787K -$183K -3,865 -19%
QCIG
195
Quad-Cities Investment Group
Iowa
$781K +$12.5K +263 +2%
OC
196
Oppenheimer & Co
New York
$775K +$414K +8,729 +115%
BFA
197
Beacon Financial Advisory
Ohio
$768K -$1.66K -35 -0.2%
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$766K -$1.3M -27,470 -63%
MAWCM
199
Mine & Arao Wealth Creation & Management
California
$762K +$1.61K +34 +0.2%
DPI
200
Diversified Portfolios Inc
Michigan
$756K +$20.5K +432 +3%
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