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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 %
BNP Paribas Financial Markets
176
BNP Paribas Financial Markets
France
$1.04M +$857K +18,098 +462%
WWM
177
Western Wealth Management
Colorado
$1.03M -$9.47K -200 -0.9%
Envestnet Portfolio Solutions
178
Envestnet Portfolio Solutions
Illinois
$1M -$197K -4,155 -16%
WN
179
Williams & Novak
California
$967K -$3.72M -78,562 -79%
HL
180
HeadInvest LLC
Maine
$952K – – –
FTUS
181
Flow Traders U.S.
New York
$938K -$623K -13,157 -40%
KPWS
182
Kestra Private Wealth Services
Texas
$927K -$426 -9 -0%
SSWM
183
Sheets Smith Wealth Management
North Carolina
$923K +$224K +4,735 +32%
BFG
184
Berger Financial Group
Minnesota
$899K -$208K -4,387 -19%
Janney Montgomery Scott
185
Janney Montgomery Scott
Pennsylvania
$877K +$877K +18,513 New
AFG
186
ABLE Financial Group
Arizona
$869K +$869K +18,355 New
CT
187
Colonial Trust
South Carolina
$833K -$100K -2,118 -11%
SRA
188
Secured Retirement Advisors
Minnesota
$825K -$41.7K -880 -5%
PAS
189
Park Avenue Securities
New York
$823K +$37.6K +794 +5%
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$806K -$14.5M -305,492 -95%
QCIG
191
Quad-Cities Investment Group
Iowa
$788K +$8.24K +174 +1%
CFS
192
Commonwealth Financial Services
West Virginia
$782K +$782K +16,472 New
MAWCM
193
Mine & Arao Wealth Creation & Management
California
$763K +$2.56K +54 +0.3%
CPSC
194
Carl P. Sherr & Co
Massachusetts
$757K -$1.9M -40,186 -72%
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$756K -$39.5K -835 -5%
CAG
196
Crestwood Advisors Group
Massachusetts
$756K +$41.8K +883 +6%
DPI
197
Diversified Portfolios Inc
Michigan
$755K +$663 +14 +0.1%
BFA
198
Beacon Financial Advisory
Ohio
$755K -$12.5K -263 -2%
CHP
199
Cable Hill Partners
Oregon
$752K +$191K +4,023 +34%
RJT
200
Raymond James Trust
Florida
$747K -$450K -9,505 -38%
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