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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

379 hedge funds and large institutions have $2.73B invested in iShares Core 1-5 Year USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 139 increasing their positions, 143 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.49%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
37
Increased
139
Reduced
143
Closed
33
Calls
$24K
Puts
$95K
Net Calls
-$71K
Net Calls Change
+$57K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$90.3M
2
AA
Acorns Advisers
California
$438M
3
Citadel Advisors
Citadel Advisors
Florida
$25.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$40.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$15.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$30.6M
2
BlackRock
BlackRock
New York
$62.2M
3
PP
Prosperity Planning
Missouri
$33.6M
4
Charles Schwab
Charles Schwab
California
$153M
5
Bank of America
Bank of America
North Carolina
$68.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
201
Essex Financial Services
Connecticut
$744K +$744K +15,678 New
BRWA
202
B. Riley Wealth Advisors
Florida
$732K +$299K +6,456 +69%
SHWM
203
Smith & Howard Wealth Management
Georgia
$717K -$866K -18,263 -55%
CAG
204
Crestwood Advisors Group
Massachusetts
$715K -$394K -8,307 -36%
AL
205
Aspiriant LLC
California
$712K -$121K -2,561 -15%
HF
206
HRT Financial
New York
$708K +$377K +7,961 +114%
SSWM
207
Sheets Smith Wealth Management
North Carolina
$699K +$699K +14,740 New
BSW
208
Buckingham Strategic Wealth
Missouri
$694K -$1.44M -30,449 -68%
Wealthfront Advisers
209
Wealthfront Advisers
California
$693K +$85.9K +1,811 +14%
WTB
210
Washington Trust Bank
Washington
$670K -$15.3K -322 -2%
WB
211
WesBanco Bank
West Virginia
$648K – – –
CTA
212
Colonial Trust Advisors
South Carolina
$648K -$13.3K -280 -2%
US Bancorp
213
US Bancorp
Minnesota
$648K – – –
MCM
214
Mattern Capital Management
Colorado
$632K – – –
IWC
215
Integrated Wealth Concepts
Massachusetts
$629K -$166K -3,504 -21%
Truist Financial
216
Truist Financial
North Carolina
$589K -$177K -3,730 -23%
SGI
217
Summit Global Investments
Utah
$586K +$9.39K +198 +2%
CPIG
218
Chicago Partners Investment Group
Illinois
$566K -$70.7K -1,504 -11%
CHP
219
Cable Hill Partners
Oregon
$563K – – –
IAIM
220
International Assets Investment Management
Florida
$556K -$5.85K -124 -1%
EK
221
Evensky & Katz
Florida
$554K -$51.8K -1,092 -9%
Squarepoint
222
Squarepoint
New York
$551K +$75.3K +1,588 +16%
ACA
223
Affinity Capital Advisors
California
$526K +$166K +3,492 +46%
SFP
224
Strategic Financial Partners
Oregon
$524K -$19K -400 -3%
Northern Trust
225
Northern Trust
Illinois
$521K – – –
7 8
9
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