We are live on ! Find out more
ISTB icon

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
Comerica Bank
201
Comerica Bank
Texas
$737K -$88K -1,866 -11%
William Blair & Company
202
William Blair & Company
Illinois
$715K -$81K -1,718 -10%
AL
203
Aspiriant LLC
California
$711K
SHWM
204
Smith & Howard Wealth Management
Georgia
$702K -$14.5K -308 -2%
WTB
205
Washington Trust Bank
Washington
$680K +$10.5K +222 +2%
IWC
206
Integrated Wealth Concepts
Massachusetts
$657K +$28.2K +598 +5%
WB
207
WesBanco Bank
West Virginia
$647K
US Bancorp
208
US Bancorp
Minnesota
$647K
CTA
209
Colonial Trust Advisors
South Carolina
$644K -$2.88K -61 -0.4%
Squarepoint
210
Squarepoint
New York
$643K +$92.4K +1,959 +17%
Wealthfront Advisers
211
Wealthfront Advisers
California
$638K -$53.3K -1,130 -8%
MCM
212
Mattern Capital Management
Colorado
$631K
BSW
213
Buckingham Strategic Wealth
Missouri
$623K -$69.4K -1,471 -10%
SGI
214
Summit Global Investments
Utah
$591K +$5.57K +118 +1%
National Bank of Canada
215
National Bank of Canada
Quebec, Canada
$585K +$166K +3,525 +40%
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$577K -$187K -3,969 -25%
CF
217
Centaurus Financial
California
$568K +$566K +11,998 New
EK
218
Evensky & Katz
Florida
$557K +$3.77K +80 +0.7%
MCA
219
Maryland Capital Advisors
Maryland
$555K -$5.99M -127,086 -92%
LIM
220
Leavell Investment Management
Alabama
$553K +$82.1K +1,740 +17%
LFAS
221
Level Four Advisory Services
Texas
$546K -$320K -6,785 -37%
IAIM
222
International Assets Investment Management
Florida
$545K -$14.1K -298 -3%
JFL
223
Jarislowsky, Fraser Ltd
Quebec, Canada
$530K
AT
224
Arlington Trust
Alabama
$516K
NCM
225
Northwest Capital Management
Oregon
$504K +$29.8K +632 +6%

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.