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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

380 hedge funds and large institutions have $2.86B 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, 165 increasing their positions, 116 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+22
Holders Change %
+6.15%
% of All Funds
5.06%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.44%
New
53
Increased
165
Reduced
116
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$151M
2
AA
Acorns Advisers
California
$512M
3
Morgan Stanley
Morgan Stanley
New York
$48.2M
4
TPI
Trust Point Inc
Wisconsin
$163M
5
ST
Spinnaker Trust
Maine
$71.9M

Top Sellers

1
PP
Prosperity Planning
Missouri
$37.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$29M
3
Bank of America
Bank of America
North Carolina
$36.6M
4
HighTower Advisors
HighTower Advisors
Illinois
$7.88M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
176
Advisory Services Network
Georgia
$1.04M -$15.8K -330 -1%
SFG
177
Sunburst Financial Group
Alabama
$1.03M -$300K -6,274 -23%
OBWG
178
Onyx Bridge Wealth Group
New York
$1.01M +$414K +8,661 +70%
SSWM
179
Sheets Smith Wealth Management
North Carolina
$1M -$6.69K -140 -0.7%
DFG
180
Delta Financial Group
New Jersey
$971K -$27.6K -577 -3%
KPWS
181
Kestra Private Wealth Services
Texas
$961K +$4.4K +92 +0.5%
HL
182
HeadInvest LLC
Maine
$948K -$12.4K -260 -1%
WWM
183
Western Wealth Management
Colorado
$946K -$18.8K -393 -2%
QCIG
184
Quad-Cities Investment Group
Iowa
$921K +$48K +1,004 +5%
BFG
185
Berger Financial Group
Minnesota
$908K -$9.55K -200 -1%
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
$894K +$10K +210 +1%
MMA
187
Miracle Mile Advisors
California
$885K -$111K -2,328 -11%
MADFP
188
Michael A Dubis Financial Planning
Wisconsin
$880K +$880K +18,415 New
GWS
189
Greykasell Wealth Strategies
California
$879K +$879K +18,408 New
AFG
190
ABLE Financial Group
Arizona
$859K +$2.05K +43 +0.2%
CFS
191
Commonwealth Financial Services
West Virginia
$847K +$13K +273 +2%
Truist Financial
192
Truist Financial
North Carolina
$829K +$244K +5,104 +42%
IWC
193
Integrated Wealth Concepts
Massachusetts
$815K +$68.8K +1,441 +9%
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$814K +$40.3K +844 +5%
National Bank of Canada
195
National Bank of Canada
Quebec, Canada
$810K +$138K +2,896 +21%
MCM
196
Mattern Capital Management
Colorado
$806K +$17.7K +370 +2%
CHP
197
Cable Hill Partners
Oregon
$790K +$26.8K +560 +4%
BFA
198
Beacon Financial Advisory
Ohio
$780K +$30.1K +630 +4%
Wealthfront Advisers
199
Wealthfront Advisers
California
$764K +$115K +2,413 +18%
CL
200
Choreo LLC
Illinois
$747K +$4.54K +95 +0.6%
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