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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 %
WTB
201
Washington Trust Bank
Washington
$698K – – –
CT
202
Colonial Trust
South Carolina
$688K -$168K -3,461 -20%
National Bank of Canada
203
National Bank of Canada
Quebec, Canada
$685K +$83K +1,705 +14%
US Bancorp
204
US Bancorp
Minnesota
$665K – – –
Wealthfront Advisers
205
Wealthfront Advisers
California
$661K +$4.92K +101 +0.7%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$657K +$63.6K +1,307 +11%
RJT
207
Raymond James Trust
Florida
$644K -$123K -2,533 -16%
HWM
208
HB Wealth Management
Georgia
$624K +$624K +12,819 New
CTA
209
Colonial Trust Advisors
South Carolina
$615K -$47.1K -968 -7%
OBWG
210
Onyx Bridge Wealth Group
New York
$605K +$349K +7,177 +137%
JFL
211
Jarislowsky, Fraser Ltd
Quebec, Canada
$598K -$530K – –
Truist Financial
212
Truist Financial
North Carolina
$597K +$145K +2,974 +32%
PHIC
213
Pine Haven Investment Counsel
Massachusetts
$594K +$146K +3,000 +33%
LIM
214
Leavell Investment Management
Alabama
$593K +$24.3K +500 +4%
EK
215
Evensky & Katz
Florida
$577K +$4.87K +100 +0.9%
MCA
216
Maryland Capital Advisors
Maryland
$565K -$5.4K -111 -0.9%
AT
217
Arlington Trust
Alabama
$531K – – –
NCM
218
Northwest Capital Management
Oregon
$518K – – –
OCG
219
Opus Capital Group
Ohio
$498K +$31.7K +651 +7%
Northern Trust
220
Northern Trust
Illinois
$491K – – –
CPIG
221
Chicago Partners Investment Group
Illinois
$485K +$4.71K +98 +1%
CMS
222
Capital Market Strategies
Florida
$481K -$2.34K -48 -0.5%
GFPC
223
Global Financial Private Client
Florida
$475K – – –
TAM
224
Tocqueville Asset Management
New York
$458K – – –
ATPW
225
Ashton Thomas Private Wealth
Arizona
$446K +$15.9K +326 +4%
7 8
9
10 11