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iShares Core 1-5 Year USD Bond ETF

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

0.42% more ownership

Funds ownership: 65.35%65.77% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 2828 (0)

2% less capital invested

Capital invested by funds: $2.73B → $2.68B (-$46.7M)

3% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 145

2% less funds holding

Funds holding: 379370 (-9)

13% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 32

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
370
Holders Change
-9
Holders Change %
-2.37%
% of All Funds
5.34%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.4%
New
28
Increased
141
Reduced
145
Closed
32
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
176
BNP Paribas Financial Markets
France
$1.04M +$854K +18,098 +462%
WWM
177
Western Wealth Management
Colorado
$1.03M -$9.43K -200 -0.9%
Envestnet Portfolio Solutions
178
Envestnet Portfolio Solutions
Illinois
$1M -$196K -4,155 -16%
WN
179
Williams & Novak
California
$967K -$3.71M -78,562 -79%
HL
180
HeadInvest LLC
Maine
$952K
FTUS
181
Flow Traders U.S.
New York
$938K -$621K -13,157 -40%
KPWS
182
Kestra Private Wealth Services
Texas
$927K -$424 -9 -0%
SSWM
183
Sheets Smith Wealth Management
North Carolina
$923K +$223K +4,735 +32%
BFG
184
Berger Financial Group
Minnesota
$899K -$207K -4,387 -19%
Janney Montgomery Scott
185
Janney Montgomery Scott
Pennsylvania
$877K +$873K +18,513 New
AFG
186
ABLE Financial Group
Arizona
$869K +$866K +18,355 New
CT
187
Colonial Trust
South Carolina
$833K -$99.9K -2,118 -11%
SRA
188
Secured Retirement Advisors
Minnesota
$825K -$41.5K -880 -5%
PAS
189
Park Avenue Securities
New York
$823K +$37.4K +794 +5%
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$806K -$14.4M -305,492 -95%
QCIG
191
Quad-Cities Investment Group
Iowa
$788K +$8.21K +174 +1%
CFS
192
Commonwealth Financial Services
West Virginia
$782K +$777K +16,472 New
MAWCM
193
Mine & Arao Wealth Creation & Management
California
$763K +$2.55K +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 -$39.4K -835 -5%
CAG
196
Crestwood Advisors Group
Massachusetts
$756K +$41.6K +883 +6%
DPI
197
Diversified Portfolios Inc
Michigan
$755K +$660 +14 +0.1%
BFA
198
Beacon Financial Advisory
Ohio
$755K -$12.4K -263 -2%
CHP
199
Cable Hill Partners
Oregon
$752K +$190K +4,023 +34%
RJT
200
Raymond James Trust
Florida
$747K -$448K -9,505 -38%

ISTB Hedge Fund Activity: Q2 2024 in Review

370 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q2 2024, worth a combined $2.68B — down 1.7% from $2.73B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of ISTB and 28 opened new positions — a net loss of 4 holders — while 145 trimmed existing stakes and 141 added.

The largest buyer was Prosperity Planning, opening a new position worth an estimated $34.7M. The largest seller was JP Morgan Chase, cutting an estimated $57.1M.

  • 370 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q2 2024, down from 379 in Q1 2024.
  • Funds reported $2.68B of iShares Core 1-5 Year USD Bond ETF stock for Q2 2024, down 1.7% quarter-over-quarter.
  • 28 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q2 2024 and 32 closed out, a net change of -4 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q2 2024 was Prosperity Planning, an estimated $34.7M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q2 2024 was JP Morgan Chase, an estimated $57.1M sold.

Based on aggregated 13F filings for Q2 2024.