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iShares Core 1-5 Year USD Bond ETF

382 hedge funds and large institutions have $2.87B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 167 increasing their positions, 116 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

44% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 116

6% more funds holding

Funds holding: 359382 (+23)

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

1.73% more ownership

Funds ownership: 65.82%67.55% (+1.7%)

5% more capital invested

Capital invested by funds: $2.74B → $2.87B (+$132M)

Holders
382
Holders Change
+23
Holders Change %
+6.41%
% of All Funds
5.03%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.46%
New
53
Increased
167
Reduced
116
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
176
Aptus Capital Advisors
Alabama
$1.08M -$248K -5,173 -19%
VC
177
Vicus Capital
Pennsylvania
$1.04M +$7.87K +164 +0.8%
ASN
178
Advisory Services Network
Georgia
$1.04M -$15.8K -330 -1%
SFG
179
Sunburst Financial Group
Alabama
$1.03M -$301K -6,274 -23%
OBWG
180
Onyx Bridge Wealth Group
New York
$1.01M +$416K +8,661 +70%
SSWM
181
Sheets Smith Wealth Management
North Carolina
$1M -$6.72K -140 -0.7%
DFG
182
Delta Financial Group
New Jersey
$971K -$27.7K -577 -3%
KPWS
183
Kestra Private Wealth Services
Texas
$961K +$4.42K +92 +0.5%
HL
184
HeadInvest LLC
Maine
$948K -$12.5K -260 -1%
WWM
185
Western Wealth Management
Colorado
$946K -$18.9K -393 -2%
QCIG
186
Quad-Cities Investment Group
Iowa
$921K +$48.2K +1,004 +5%
BFG
187
Berger Financial Group
Minnesota
$908K -$9.6K -200 -1%
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$894K +$10.1K +210 +1%
MMA
189
Miracle Mile Advisors
California
$885K -$112K -2,328 -11%
MADFP
190
Michael A Dubis Financial Planning
Wisconsin
$880K +$884K +18,415 New
GWS
191
Greykasell Wealth Strategies
California
$879K +$884K +18,408 New
AFG
192
ABLE Financial Group
Arizona
$859K +$2.06K +43 +0.2%
CFS
193
Commonwealth Financial Services
West Virginia
$847K +$13.1K +273 +2%
Truist Financial
194
Truist Financial
North Carolina
$829K +$245K +5,104 +42%
IWC
195
Integrated Wealth Concepts
Massachusetts
$815K +$69.2K +1,441 +9%
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$814K +$40.5K +844 +5%
National Bank of Canada
197
National Bank of Canada
Quebec, Canada
$810K +$139K +2,896 +21%
MCM
198
Mattern Capital Management
Colorado
$806K +$17.8K +370 +2%
CHP
199
Cable Hill Partners
Oregon
$790K +$26.9K +560 +4%
BFA
200
Beacon Financial Advisory
Ohio
$780K +$30.2K +630 +4%

ISTB Hedge Fund Activity: Q4 2024 in Review

382 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q4 2024, worth a combined $2.87B — up 4.8% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ISTB positions and 23 closed out — a net gain of 30 holders — while 167 added to existing stakes and 116 trimmed.

The largest buyer was BlackRock, adding an estimated $46.1M. The largest seller was Royal Bank of Canada, cutting an estimated $11.5M.

  • 382 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q4 2024, up from 359 in Q3 2024.
  • Funds reported $2.87B of iShares Core 1-5 Year USD Bond ETF stock for Q4 2024, up 4.8% quarter-over-quarter.
  • 53 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q4 2024 and 23 closed out, a net change of +30 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q4 2024 was BlackRock, an estimated $46.1M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2024.