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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 %
Envestnet Portfolio Solutions
176
Envestnet Portfolio Solutions
Illinois
$971K -$57.1K -1,173 -6%
BFG
177
Berger Financial Group
Minnesota
$935K +$11.3K +233 +1%
Janney Montgomery Scott
178
Janney Montgomery Scott
Pennsylvania
$901K – – –
QCIG
179
Quad-Cities Investment Group
Iowa
$890K +$80.1K +1,645 +10%
AFG
180
ABLE Financial Group
Arizona
$873K -$20.7K -425 -2%
GFS
181
GYL Financial Synergies
Connecticut
$862K -$1.33M -27,265 -61%
CFS
182
Commonwealth Financial Services
West Virginia
$848K +$48.3K +995 +6%
Squarepoint
183
Squarepoint
New York
$842K +$182K +3,737 +28%
ONST
184
Old North State Trust
North Carolina
$827K -$2.19M -45,060 -73%
MCM
185
Mattern Capital Management
Colorado
$804K +$155K +3,180 +24%
Comerica Bank
186
Comerica Bank
Texas
$793K +$35.2K +723 +5%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$788K +$11K +226 +1%
SRA
188
Secured Retirement Advisors
Minnesota
$778K -$70.1K -1,441 -8%
CHP
189
Cable Hill Partners
Oregon
$778K +$4.77K +98 +0.6%
BFA
190
Beacon Financial Advisory
Ohio
$765K -$10.9K -224 -1%
IWC
191
Integrated Wealth Concepts
Massachusetts
$760K +$85.2K +1,751 +13%
MAWCM
192
Mine & Arao Wealth Creation & Management
California
$759K -$25.2K -517 -3%
CL
193
Choreo LLC
Illinois
$757K +$237K +4,864 +46%
PAS
194
Park Avenue Securities
New York
$756K -$89.8K -1,845 -11%
William Blair & Company
195
William Blair & Company
Illinois
$747K +$12.7K +260 +2%
HH
196
Hilltop Holdings
Texas
$727K -$421K -8,643 -37%
CAG
197
Crestwood Advisors Group
Massachusetts
$726K -$50.8K -1,043 -7%
DPI
198
Diversified Portfolios Inc
Michigan
$722K -$54.1K -1,111 -7%
EFH
199
Eaton Financial Holdings
Florida
$714K +$714K +14,671 New
SHWM
200
Smith & Howard Wealth Management
Georgia
$708K -$13.3K -274 -2%
6 7
8
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